Southern Fidelity affirmed by Demotech after Hudson Structured investment
Demotech, Inc. affirmed the ratings of previously under-pressure Florida primary…
Read MoreSempra’s Pro-Gas Lobbying Runs Counter to Climate Goals

Sempra’s Pro-Gas Lobbying Runs Counter to Climate Goals, Investors Demand Clarity Q3 2020 hedge fund letters, conferences and more Sempra Energy Asked To Clarify Its Lobbying Activities BERKELEY, CA—Nov. 19, 2020—Shareholder representative As You Sow, joined by Calvert Research and Management and the Office of the Illinois State Treasurer, today filed a shareholder proposal at Sempra Energy […]
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Read MoreAdobe is an S&P 500 Leader in Shareholder-Friendly Practices

New S&P Analysis: Adobe is an S&P 500 Leader in Shareholder-Friendly Practices Q3 2020 hedge fund letters, conferences and more Adobe Leads In Shareholder-Friendly Practices According to a new analysis by S&P Global Market Intelligence, Adobe Systems is an S&P leader in shareholder friendly practices. Adobe checks all the boxes of key corporate management practices […]
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Read MoreShree Viswanathan: One Person Investment Team

ValueWalk’s Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. In this part, Shree discusses his one person investment team, the fee structure, his idea generation process, the quantitative standpoint of his investments, evaluating the company’s culture, and his thoughts on the long term risk free rate. Transcript continues. Q3 2020 hedge […]
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Read MoreNvidia’s Strong Earnings Could Boost The Tech Sector

Commenting on Nvidia’s strong earnings and today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more Tech Sector Could Get A Boost From Nvidia’s Strong Earnings The major indices are mixed and flat at midday, recovering from a bearish overnight session that followed yesterday’s late-day plunge. The continued surge […]
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Read MoreEconomic Mess Mounts For Biden

Economic Mess Mounts for Biden: 742K More Lose Jobs as Trump‘s Allied Recklessly Hold Up Transition and Pandemic Relief Q3 2020 hedge fund letters, conferences and more Economic Mess Left Behind For Joe Biden WASHINGTON, D.C. – The extraordinary economic mess Donald Trump is leaving behind for President-elect Joe Biden continues to grow as another 742,000 workers filed for […]
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Read MoreWill PayPal Ever Pay A Dividend?
Published on November 19th, 2020 by Aristofanis Papadatos PayPal (PYPL)…
Read MoreFight The Fade – Round 1

Every great investor has an edge. Jim Simons employs a code cracking team, Ray Dalio demands radical transparency while Paul Singer deploys no-holds-barred activist attacks. One of the most common and lucrative edges I’ve seen exploited in markets is ‘Fighting the Fade‘. It’s in this niche many of the world’s most successful investors have cemented […]
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Read More2020 Elections: A Quick Note On Pennsylvania

A Quick Note on Pennsylvania election by Greg Presseau Q3 2020 hedge fund letters, conferences and more The race is expectedly much closer than the polls/betting markets had thought. We got TX, FL and OH right, narrowly missed MN and WI. Pennsylvania is the wildcard right now. There are about 36% of the votes yet […]
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