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Just as providers have reimagined their clinical and business models in light of the pandemic, there is an opportunity to reimagine their relationship with health plans. Particularly in the context of evolving value-based contracts, there are a variety of “asks” that are likely to find receptive health plans. Three issues that are particularly important to…
Read MoreIn this Q&A, I spoke to Mike Bertarelli about his role as a loan officer. He talked about why he chose to work in the mortgage industry, what motivates him to keep climbing and his top tip for people looking to buy a home. Why did you choose to get into the mortgage business? For…
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A trio of proxy fights announced this week show the benefits of collaboration for activist investors, as well as the impact of a successful track record. Q4 2020 hedge fund letters, conferences and more Activists Collaborate To Pounce At Kohl’s Macellum Capital, Legion Partners Asset Management, and Ancora Advisors were joined by 4010 Partners in […]
The post The Topic Of Gender Diversity On Boards Is Gaining Traction appeared first on ValueWalk.
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Tesla CEO Elon Musk has confirmed the plant closure that was reported on Thursday. However, he denied the claim that it was set to be closed for two weeks, saying that it was shut down for only two days this week but is back up and running. Q4 2020 hedge fund letters, conferences and more […]
The post Musk Confirms Tesla’s Plant Closure But Denies It Will Last 2 Weeks appeared first on ValueWalk.
Read MoreUpdated on February 26th, 2021 by Bob Ciura Every year, we individually review each of the 65 Dividend Aristocrats. The Dividend Aristocrat we’ll be discussing here is W.W. Grainger, Inc. (GWW). Grainger has increased its dividend for over 40 years in a row. It is a Dividend Aristocrat, a group of stocks in the S&P…
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Right from the open, stocks have been losing altitude yesterday, and value couldn‘t indeed overpower the tech slide. Long-dated Treasuries had a climactic day of incomplete reversal on outrageous volume. Regardless of the evidence of asset price inflation, there is almost universal short-term vulnerability, and yesterday‘s broad based selling spanning precious metals and commodities, confirms […]
The post Dead Cat Bounce? Bears Aren’t Taking Prisoners Now appeared first on ValueWalk.
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Shields up on the Starship Enterprise (via Laser Fire Creations). Q4 2020 hedge fund letters, conferences and more Correlations Converging To One Looks like we spoke too soon when we wrote Bitcoin Bounces Back. As we type this early Friday morning, Bitcoin prices are tumbling back to Tuesday’s lows. Bitcoin’s not alone. Checking futures now, […]
The post Shields Up appeared first on ValueWalk.
Read MoreSiriusPoint Ltd. has launched as a new international specialty insurance and reinsurance company today, starting with over $3 billion of capital. SiriusPoint has been formed through the merger of Third Point Re and Sirius Group, expanding the remit of both firms and significantly increasing their footprints through the combination. “I am delighted to announce the…
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Almost everyone is talking about the $1,400 stimulus checks that the next relief package could bring. Not many are aware that the $1.9 trillion package, if approved, could bring even more benefits in the form of tax savings, than the $1,400 coronavirus stimulus checks. Q4 2020 hedge fund letters, conferences and more More in tax […]
The post Coronavirus stimulus checks: How you might get $3100 in tax savings with $1.9T bill appeared first on ValueWalk.
Read MoreI was somewhere over the Atlantic Ocean, heading to Ukraine “to make a difference,” or so I hoped. I was leading a medical mission to this beautiful yet poor and war-torn country. I was watching the movie First Man about the landing of Apollo 11 on the moon that epic day in July 1969. I…
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