Is A COVID-19 Vaccine Our Best Hope?
Peter Pitts joins the i24 News Team to discuss the “new phase” the Coronavirus has entered and if a COVID-19 vaccine is our best hope. Q2 2020 hedge fund letters, conferences and more Peter Pitts on i24 News Is a Covid-19 Vaccine the Best Hope? The United States has reached 5 million confirmed cases of […]
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Protest to End the Trade Deal With China and Take Action to Stop Uyghur Genocide
Protest to End the Trade Deal With China and Take Action to Stop Uyghur Genocide In East Turkistan Q2 2020 hedge fund letters, conferences and more In Front of the White House, Fri, Aug 14, 11 AM – 1 PM EDT Protest To End Trade Deal With China For The Oppression Of Uyghurs WASHINGTON: The […]
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Coho Capital 2Q20 Commentary: SPOT On
Coho Capital commentary for the second quarter ended June 30, discussing Spotify Technology SA (NYSE:SPOT)’s impressive growth. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, […]
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Berkshire Hathaway’s Second-Quarter Earnings
Whitney Tilson’s email to investors discussing Berkshire Hathaway’s second-quarter earnings; it feels like deja vu all over again; it may be time for bank stocks to trade higher; the lowest-ever u.s. junk bond yield; your worst 1%. Q2 2020 hedge fund letters, conferences and more Berkshire Hathaway’s Second-Quarter Earnings 1) My longtime friend and former […]
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Insurance debt remains attractive, refinancing need drives opportunity
The debt issuances of insurance and reinsurance carriers remain an…
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Einhorn Tells Investors: Tesla Is Gaming S&P 500 Index Committee
The Federal Reserve has poured unprecedented levels of stimulus into the U.S. economy to deal with the pandemic, and most experts agree that inflation is just around the corner. David Einhorn has positioned his Greenlight Capital to benefit from inflation when it arrives. Q2 2020 hedge fund letters, conferences and more Preparing for inflation In […]
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The Tesla Stock Split Experiment
Rarely in finance and economics do we get the chance to do controlled experiments. It is not possible to stop the markets in order to make a controlled change. But Elon Musk has granted us the closest possibility. By unexpectedly announcing that Tesla‘s stock was going to be split 5-to-1, he gave us a unique […]
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No progress on coronavirus stimulus relief and more checks
The possibility of another coronavirus stimulus relief package and a second round of checks is still up in the air. Lawmakers and the White House seem uninterested in striking a deal, although both sides claim to want an agreement. Q2 2020 hedge fund letters, conferences and more Will there be a deal on another […]
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4 Ways Technology Is Revolutionizing The Retail Industry
Technology and innovation are gifts that keep on giving. Just a few years before, it was impossible to think of software that could streamline all facets of a retail store- from order processing, billing, and receipt generation. But, now technology solutions have become essential for every retail store that is looking to scale both productivity […]
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