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Livermore Partners commentary for the month of May 2020, discussing the worst of the COVID-19 shutdowns Q1 2020 hedge fund letters, conferences and more Dear…
The post Livermore Partners May 2020 Commentary: The Worst Of The COVID-19 Shutdowns appeared first on ValueWalk.
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By now deep into proxy season, activist investing is prompting fewer signs of a “backlash” than many observers predicted. Q1 2020 hedge fund letters, conferences and…
The post Proxy fights for board seats may look like 2013-2018 appeared first on ValueWalk.
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The major indices are all in the red at midday following a nervous morning session on Wall Street, as investors took a step back ahead…
The post New Covid Cases Hit A Record High Globally appeared first on ValueWalk.
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Stanphyl Capital‘s commentry for the month ended May 31, 2020, discussing Tesla Inc (NASDAQ:TSLA) is now a busted growth story. Q1 2020 hedge fund letters,…
The post Tesla Inc (TSLA) Is A Busted Growth Story – Stanphyl appeared first on ValueWalk.
Read MoreOver the past two months, health professionals and community advocates have brought to the fore of national attention what has been the lived experience of many within black and brown communities for ages — racism kills. The substrate of structural racism and systemic inequities, now combined with a catalyst, COVID-19, is accelerating fatalities among those…
Read MoreHealth care is enjoying an abundance of positive attention as a result of the coronavirus pandemic. My question, my challenge, is how can we sustain this love-fest between the public and the health care profession even after we obtain a vaccine or an effective treatment for COVID-19? Let’s be perfectly honest: six months ago, the…
Read MoreI rounded recently on a 100-year-old veteran of the Battle of the Bulge. It was a terrible and costly battle fought in Belgium during the winter of 1945, the coldest and snowiest in memory at that time. The German army made a desperate last stand against an increasingly overwhelming US force. Hundreds of thousands of…
Read MoreEvery day our governors announce the COVID death toll and highlight a family who lost a member of their family too soon. COVID took a 35-year-old mother. It took a 48-year-old father. These deaths are tragic. But a frequent refrain is that this virus mainly kills those with extensive health problems, it kills the old,…
Read MoreWe’ve all heard the phrase, “survival of the fittest.” It suggests that in the competitive, “free market” world, it is the “best” who survives and it’s “the cream” that rises to the top. But is that true for doctors? Do patients get better care when competition rules the health care marketplace? A few years ago,…
Read More“Failure was not an option” is a phrase that I’ve heard so many times as entry point conversations with the many burned out physician moms and women in medicine I have coached. And in many ways, they are right. However, the context from which it is said is oftentimes what has led to the experience…
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