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Whitney Tilson’s email to investors discussing Munger’s Daily Journal annual meeting livestream February 24; Daily Journal stock; Getting a vaccination appointment in NYC; U.S. pandemic dashboard. Q4 2020 hedge fund letters, conferences and more Munger’s Daily Journal Annual Meeting Livestream 1) For more than 20 years, I’ve been attending the Berkshire Hathaway (BRK-B), Wesco, and […]
The post Daily Journal’s Stock Has Crushed The Market [CHART] appeared first on ValueWalk.
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Spruce Point Capital Issues “Strong Sell” Opinion On Leidos Holdings, Inc (NYSE: LDOS) With 35%-60% Downside Risk Q4 2020 hedge fund letters, conferences and more NEW YORK, February 16, 2021 /PRNewswire/ — Spruce Point Capital Management, LLC (“Spruce Point” or “we” or “us”), a New York-based investment management firm that focuses on forensic research and […]
The post Spruce Point Issues “Strong Sell” Opinion On Leidos Holdings appeared first on ValueWalk.
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2021 Sustainable Finance Outlook: Large Growth In Green, Social, Sustainable Labels As Municipal Market Embraces ESG Q4 2020 hedge fund letters, conferences and more Key Takeaways We expect the municipal sustainable debt market to grow in 2021, building on momentum and substantial growth in social and sustainability labeled bonds. We estimate municipal green-labeled debt issuance […]
The post Large Growth In Green, Social, Sustainable Labels As Municipal Market Embraces ESG appeared first on ValueWalk.
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I mentioned Pendrell (PCOA) in the video and want to provide a brief update and further explanation. The company sponsored a SPAC, Holicity, that recently made an acquisition. This caused the stock price of Holicity to jump to around $20 from around $10.30 before the acquisition. This means the current NAV for Pendrell is about […]
The post An Update On Pendrell from Steven Kiel of Arquitos Capital appeared first on ValueWalk.
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Deloitte publishes “How to” guide for corporates considering crypto investments such as bitcoin; myriad issues demand careful consideration and coordination Q4 2020 hedge fund letters, conferences and more Introduction In 2020, more operating companies began allocating cash to digital assets and cryptocurrencies. This is a new dynamic and a departure from more conventional investing by […]
The post Corporates Investing In Digital Assets appeared first on ValueWalk.
Read MoreToday I lost one of my patients. He saw me in the office for the first time about three and a half years ago. It went downhill after a simple infection, with repeated hospital visits back and forth, and ultimately today, he passed away. He gave a good fight, he had a strong will to…
Read MoreWhen trying to figure out where to retire, one consideration is how much of your income will be taxed. Depending on where you choose to live, you might get a state tax credit or deduction on some of your retirement income. Or, you might avoid state taxes on your retirement income entirely. In fact, the…
Read MoreThe thing I think would surprise people the most is my relationship with death. I’m a critical care anesthesiologist. It’s an exciting, rewarding field – I tell my medical students and residents that it blends expertise in the human body with mastery over crisis. I started my career imagining every day in the ICU as…
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When we were kids, we used to play a game called “Simon says.” Everyone would line up and if the leader said, “Simon says take two steps,” you took two steps forward. If the leader says, “take two steps forward” and you acted on the instruction, you were forced to go back to the starting […]
The post Simon Says appeared first on ValueWalk.
Read MoreThis is a guest contribution by Matthew Ramey of MoneyByRamey 2020 was certainly interesting and 2021 seems to be off to an even crazier start. With seemingly no end in sight to the Covid pandemic, a new administration in the White House, and Reddit investors beating up hedge funds, what are investors to do with…
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