Investors Demand Quantitative Diversity Data At Fortinet AGM
Investors Call for Release of Workplace Diversity Data in Resounding Vote at Fortinet AGM Q1 2020 hedge fund letters, conferences and more Investors Request The Release Of Diversity Data OAKLAND, CA—JUNE 19, 2020—On Junetenth, investors made it clear that diversity matters. The Nia Impact Capital (Nia) shareholder resolution received a preliminary vote of 70% investor […]
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Trump: Fourth stimulus package to be “dramatic” and “something else”
All eyes are now on Donald Trump and the Senate as to what the coronavirus stimulus package 4 would look like. It is very likely that there would be another stimulus round, but whether or not it would include stimulus checks is the question that most Americans want an answer to. Senate Republicans are not […]
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Sjuggerud: Consider Buying U.S. Residential Real Estate
Whitney Tilson’s email to investors discussing to consider buying U.S. residential real estate and the time to buy or refinance is now. Q1 2020 hedge fund letters, conferences and more Note from Whitney: This week, I’m climbing The Nose of El Capitan in Yosemite National Park, so I’ve asked my friend and colleague Steve Sjuggerud […]
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Is a second round of Coronavirus stimulus checks coming?
Talk about a second round of Cronavirus stimulus checks continues to swirl. It’s sounding more and more like lawmakers will take another route with the phase four stimulus package, but that doesn’t mean a second round of stimulus checks is totally out of the question. Q1 2020 hedge fund letters, conferences and more Will a […]
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Read MorePepsiCo Brands: All 23 Billion Dollar Brands Examined
Updated on June 19th, 2020 by Bob Ciura Did you…
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Back Of The Envelope Math On Green Hydrogen
Green hydrogen has piqued the interest of public companies in 2020. While expressions of interest may be legitimate, the surge suggests to us that there is a lot of window dressing occurring. Q1 2020 hedge fund letters, conferences and more We applaud companies that feel an urgency to commit to decarbonization targets. Whether companies can […]
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The U.S. Presidential Election: News Sentiment Supports A Biden Victory, So Far
Early polls combined with current news sentiment indicate Joe Biden is now the favourite in the presidential race. Q1 2020 hedge fund letters, conferences and more Joe Biden is increasingly looking like the clear favourite to win the next U.S. presidential election. Biden has led since polling began, but he has widened this lead following […]
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Here’s Where the Next Netflix or Tesla Will Come From
One trade made Baron Rothschild the richest guy on earth. Did you ever hear the saying “buy when there’s blood in the streets?” Q1 2020 hedge fund letters, conferences and more Rothschild coined the term in 1815 during the Battle of Waterloo. As the British army was fighting Napoleon’s forces, Baron bet his whole private fortune […]
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