RenRe returned some capital to Upsilon investors at 1/1: CEO O’Donnell
RenaissanceRe, the Bermuda-based reinsurance firm and third-party capital management specialist,…
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AXIS falls to loss, third-party capital fee income slides further
AXIS Capital, the Bermuda-based globally-active insurance and reinsurance company, has…
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CATCo retro fund rises 7% on reduced 2017 wildfire claims (subrogation?)
Some shareholders in the CATCo Reinsurance Opportunities Fund Ltd., Markel…
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GDS Investments 2020 Annual Letter: Long First Solar
GDS Investments letter to investors for the year ended December 31, 2020, discussing their biggest performance contributors Berkshire Hathaway, BYD Company, First Solar, QUALCOMM, Roku, Twitter, and Zillow Group. Q4 2020 hedge fund letters, conferences and more “If you’re going through hell, keep going.” – Winston Churchill “Only if you have been in the deepest valley, […]
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Short-Squeeze Led A Textbook Selloff In Stocks
Commenting on the historic short-squeeze on Wall Street and today’s trading Gorilla Trades strategist Ken Berman said: Q4 2020 hedge fund letters, conferences and more Hedge Funds Forced To Sell Amid The Historic Short-Squeeze On Wall Street While today’s ugly session could be the start of an orderly pullback, we could be in for some […]
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Alimentation Couche-Tard: Cheap Quality Compounder Or Gasoline Dinosaur?
Alimentation Couche-Tard: Cheap Quality Compounder Or Gasoline Dinosaur? by Value And Opportunity Q4 2020 hedge fund letters, conferences and more Management Summary: Alimentation Couche-Tard Inc (TSE:ATD.B) (TSE:ATD.A) (“CT”) is one of the historically best performing Canadian companies, operating gas stations and convenience stores around the world with a focus on North America. The company currently […]
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Black Bear Value Partners LP 2020 Letter: Long Texas Pacific Land Trust
Black Bear Value Partners LP annual letter to investors for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more “Nothing valuable can be lost by taking time.” – Abraham Lincoln To My Partners and Friends: Black Bear Value Fund, LP (the “Fund”) returned -6.5%, net, in 2020. The S&P 500 […]
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Gold Prices Pressured By The Fed Meeting, U.S. Dollar
Gold prices fell during and after the Fed meeting on Wednesday. Federal Reserve Chairman Jerome Powell left interest rates unchanged at around zero and pointed out that economic activity has moderated since the December meeting. Q4 2020 hedge fund letters, conferences and more Gold prices affected by the Fed meeting Economists and analysts hadn’t been […]
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First Eagle Global Value 2020 Annual Letter
First Eagle Global Value annual letter to investors for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Those who think it’s possible to predict the future of economies and markets with any sort of accuracy would have a hard time explaining 2020—a year dominated by a black swan event […]
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