Hedge Fund Interview Series: Michael Castor of Sio Capital
We are planning to interview several hedge fund managers over the next few months and picked Michael Castor as our first "victim".
Author Archive - Inan Dogan, PhD
Time to Consider Herd Immunity For New York City And The Rest Of The Country
Yesterday Governor Cuomo announced one of the worst news I heard all month long.
10 Largest Aluminum Producing Countries In The World
What are the top 10 countries that produce the most aluminum in the world today? We tried to answer this question in 2016 in this article titled 8 countries that produce the most...
Here is the Fastest Way To End Lockdowns
This is the first time in 40 years that the global economic growth numbers will be significantly negative.
Top 10 Hedge Fund Stocks Are Killing The Market
You can't beat the market by actively picking stocks, do yourself a favor and invest in index funds.
Top 5 Hedge Fund Stocks Absolutely Crushed The Market
How many times in the last decade have you heard that active stock picking is dead? Even the legendary billionaire investor Warren Buffett lectured investors about the "wisdom...
Read This Before Betting The Farm On Gilead Sciences and S&P 500 Futures
Gilead Sciences (NASDAQ:GILD) surged 16% and index futures are up around 3.4% in after hours trading after an article reported anecdotal results of a University of Chicago hospital...
We Are 100 Times Safer Now Than In Early March: Here is the Math
I started wearing disposable gloves and a mask in early March. Almost everyone was looking at me as if I was some kind of a freak.
KVH Industries, Inc. (KVHI) Might Be Worth Checking Out
KVH Industries (US: KVHI) provides communications services and content for the maritime industry, with an extra bonus of supplying a key part of the navigation system for self...
President Trump: Don’t Bailout Billionaire Warren Buffett and Airlines
Exactly three years ago United Airlines (NASDAQ:UAL) violently removed a passenger from an overbooked flight, dragging him through the plane’s aisle while the man was screaming...
Must See COVID-19 Presentation By Two Hedge Fund Managers
Adage Capital's Phill Gross and Eminence Capital's Ricky Sandler talk about the COVID-19 pandemic in the following video.
There Are At Least 75,000 Coronavirus Infections In India TODAY: 21 Days Not Enough
The new coronavirus disease turned into a global pandemic because this novel virus could spread weeks without detection.
Hell is Coming and We Sold Out Our National Security For A Few Dollars
I am furious and frustrated. Once the greatest country on the face of this planet, the United States is going hat in hand to China, begging for a few respirators and masks.
Coronavirus Fatality Rate or Death Percentage: Puzzling Estimates
If you are looking for the new coronavirus’ fatality rate or the percentage of infected people who will die, this is the most accurate estimate you will find on the internet...
There Are At Least 500,000 Coronavirus Infections In Turkey Today
COVID-19 turned into a global pandemic because this novel coronavirus could spread weeks without detection.
Hell is Coming: Here is the Mathematical Proof
Right now 2 million Americans are infected with the coronavirus. The total U.S.
10 Coronavirus Predictions From The Analyst Who Predicted The Coronavirus Crash
I hate to say this but, I told you so. On the morning of February 27th I published an article with the title “Recession is Imminent: We Need A Travel Ban NOW!”.
Plunge Protection Team Gives You Another Opportunity To Short The Market
Insider Monkey's mission is to identify the best stocks to buy and sell using the signals that are sent by the best hedge funds and corporate insiders.
Donald Trump Has 4.3 Percent Chance of Dying From Coronavirus (Updated)
Update (3/17): When we initially published this article on March 3rd, our estimate for the new coronavirus' fatality rate was 0.5%.
Coronavirus Alert: Egypt Could Become The Next Iran
I am not an infectious disease expert but I have a PhD in financial economics and I am really good at analyzing data.
At Least Half A Million People Are Infected With Coronavirus In China
China isn't a country that cares a lot about human lives or human rights. Their #1 focus is economic growth and progress.
Recession is Imminent: We Need A Travel Ban NOW!
If US intelligence officers get their hands on information about a catastrophic imminent terrorist attack with unknown origins that will kill 250,000 Americans within the United...
Hedge Funds Getting Addicted To Altria Despite Bears’ Warnings
After experiencing a tough 2018, Altria bought a 35% stake in Juul at a $38 billion valuation at the end of 2018.
Dump XLU and Buy These Dividend Stocks
Today, I am going to share a free stock pick to illustrate how we are able to beat the market by nearly 40 percentage points.
5 Stocks Financial Advisors Are Checking Out
The US stocks started last week trading lower as investors were jittery over the tensions in the Middle East.
World’s Most Bearish Fund Hates Tesla, Apple But Likes This Stock
We recently came across an Australian publicly traded investment fund's investor letter.
Noked Capital: Best Performing Hedge Fund in 2019 Q3?
Every quarter Insider Monkey publishes its list of best performing hedge funds. Our goal is to identify the best hedge funds to replicate and thus avoid large hedge fund fees.
One of the Best Hedge Fund Managers of 2019?
I read an article on Bloomberg about Holocene Advisors. According to Bloomberg Holocene Advisors tripled its assets to $5.3 billion since its inception in 2017.
A Much Better Dividend Stock Than These Dividend Darlings
Dividend investors usually focus on companies that have a long track record of increasing their dividends year after year.
A Much Better Dividend Stock Than These Dividend Kings
Dividend investors usually focus on companies that have a long track record of increasing their dividends year after year.
A Better Dividend Stock Than Exxon Mobil, Altria, Universal and National Fuel
Dividend investors usually focus on companies that have a long track record of increasing their dividends year after year.
Game Creek Capital’s Picks Beating The Market in 2019
We talked about Game Creek Capital about 8 months ago. Game Creek Capital is founded by Scott Mayo and taken over by Sean Murphy after Scott's death in 2010.
Is This The Best Idea These Hedge Funds Can Come Up With?
The financial regulations require hedge funds and wealthy investors that exceeded the $100 million equity holdings threshold to file a report that shows their positions at the...
Hedge Fund Battleground Stock Crashes and Burns
Insider Monkey tracks hedge funds' moves to identify the best stocks to buy and short.
World’s Most Bearish Hedge Fund Loves These Stocks
Russell Clark is dubbed as the "world's most bearish hedge fund manager" because he is not only shorting the market, he is using leverage and shorting the market at the same time...
Moore Capital’s Final Letter and Latest Stock Picks
Billionaire Louis Bacon's Moore Capital is closing its doors to new clients, returning money to its existing clients, and consolidating its three funds into a single fund.
Checking Up On PAR Capital’s Recent Moves
I was recently contacted by PAR Capital asking me to update their hedge fund page. Ed Shapiro is retired in 2016 and the fund is currently solely managed by Paul Reeder.
Activist Short Seller Is Targeting Cintas Corporation (CTAS)
Activist short seller Ben Axler sent us an email this morning with the details of his short case against Cintas Corporation (NASDAQ:CTAS).
5 Best Stocks To Buy Right Now According To Billionaire Einhorn
Billionaire David Einhorn shared his latest views regarding the markets and individual stocks in his 2019 Q3 investor letter. You can download a copy of it here.
Rhizome Partners Took A Victory Lap on The Howard Hughes Corporation (HHC)
Rhizome Partners felt vindicated and took a victory lap on its The Howard Hughes Corporation (NYSE:HHC) investment.
Billionaire Leon Cooperman Can’t Stop Talking About How Cheap These 5 Stocks Are
I listened to Leon Cooperman’s talk at an event hosted by the New York Alternative Investment Roundtable.
Here Is A Groundbreaking Investment Idea For Hedge Fund, Fixed Income and Gold Investors
Hedge funds aren’t what they used to be.
I Will Pay You $100 If This Stock Doesn’t Return 20% in One Year
I usually don't guarantee returns because investing is unpredictable. However, occasionally, I come across ideas that are near slam dunk cases.
Will Michael Burry Get Trapped In These Stocks?
Michael Burry is a well-known value investor and the founder of Scion Asset Management. Scion Asset Management had more than $100 in AUM in 2016 and started filing 13Fs.
Lone Pine Capital 2019 Q2 Investor Letter
Lone Pine Capital's flagship hedge fund outperformed the S&P 500 Index by nearly 8 percentage points per year since its inception in 1998.
2019 Sohn Conference New York Recap
Sohn Conference is my favorite hedge fund event. I haven't missed an event since 2013.
Western Digital Corporation (WD): 2019 Sohn Conference New York Recap
Sohn Conference is my favorite hedge fund event. I haven't missed an event since 2013.
Wyndham Hotels & Resorts, Inc. (WH): 2019 Sohn Conference New York Recap
Sohn Conference is my favorite hedge fund event. I haven't missed an event since 2013.
Best Stock Pick From The 2018 Sohn Conference
My favorite hedge fund event is the annual Sohn Conference in New York.
