Investment management company LVS Advisory, a New York City-based full-service investment firm, recently released its second quarter, 2022 investor letter. A copy of the same can be downloaded here. The defensive portfolio of the fund declined 1% and its Growth Portfolio declined 36.2% in the first half of the year. Investments in industries that were hit hard and in international stocks impacted the fund’s performance. Moreover, the portfolio’s bias towards small and medium cap stocks and concentration of its Growth Portfolio in 10 to 20 stocks contributed to the underperformance of the fund. For more information on the fund’s top picks in 2022, please check its top five holdings.
LVS Advisory mentioned Twitter, Inc. (NYSE:TWTR) in the letter and discussed its views about the company. Twitter, Inc. (NYSE:TWTR) is a San Francisco, California-based communication company. The stock of Twitter, Inc. (NYSE:TWTR) closed at $43.99 per share on August 17, 2022. One-month return of Twitter, Inc. (NYSE:TWTR) was 11.09%, while its shares lost 29.19% of their value over the last 52 weeks. Twitter, Inc. (NYSE:TWTR) has a market capitalization of $33.663 billion.
Here’s what LVS Advisory specifically said about Twitter, Inc. (NYSE:TWTR) in its Q2 2022 investor letter:
“A good example of a situation we avoided was Elon Musk’s deal to acquire Twitter, Inc. (NYSE:TWTR). In this case, the merger agreement is contractually very strong. However, Elon Musk is an impulsive and unpredictable buyer. In 2018, he offered to acquire Tesla and backed away from the offer a few months later. Furthermore, the $44 billion acquisition was originally to be financed by taking out a sizable margin loan on his Tesla stake that could be impacted by a decline in Tesla’s stock. Finally, it quickly became clear that Musk struck a bad deal when the technology market crashed in the weeks following his Twitter deal signing.
We were not surprised when Musk attempted to terminate his deal with Twitter just a few months after agreeing to it. Because the deal is legally binding, Twitter is taking Musk to court. Merger agreements are rarely tested in court, so we are watching this situation intently from the sidelines to see how it will play out.
Instead of betting on impulsive deals with questionable motives, we prefer betting on deals that are clear win-wins for the buyers and sellers. For example, a situation where the buyer is willing to pay a healthy price to lock in the strategic benefits & synergies of a deal and the seller’s shareholders are exiting from a position of strength…” (Click here to read more)
Twitter, Inc. (NYSE:TWTR) is not on the list of 30 Most Popular Stocks Among Hedge Funds. As per our database, Twitter, Inc. (NYSE:TWTR) was held by 69 hedge fund portfolios at the end of the first quarter, and 68 in the previous quarter.
We discussed Twitter, Inc. (NYSE:TWTR) in another article and shared Greenlight Capital’s views on the company. For more investor letters from hedge funds and other prominent investors, you can check our hedge fund investor letters Q2 2022 page.
Disclosure: None. This article is originally published at Insider Monkey.
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A Recent Monumental Shift in the Mining Arena has Shined a Big Spotlight on Lithium!
Many eyes are once again locked on the critical mineral since Rio Tinto, the 2nd largest mining company in the world, acquired Arcadium Lithium PLC. The acquisition immediately catapulted Rio Tinto to becoming the world’s 3rd largest lithium producer.
Why would a big mining giant like Rio Tinto be interested in acquiring a lithium producer?
Because they recognize there is a tremendous need for lithium in the world’s energy transition. Rio Tinto CEO Jakob Stausholm said Rio is confident that long-term demand for lithium will be strong.
This is the largest mining deal in the world since 2007 and marks a significant milestone to the lithium industry as it depicts a massive shift in sentiment from the big mining companies.
As the race to find secure lithium supplies continues, an underfollowed lithium explorer is causing quite the commotion as Wall Street learns about the company’s disruptive lithium land package in Brazil!
Why is Brazil Important?
In less than two years, Brazil emerged from ZERO exports to the fifth-largest lithium exporter in 2023 with projections of a fivefold production increase in the next five years! To say that Brazil is undergoing a lithium boom is an understatement!
Lithium exploration is accelerating in Brazil, in the wake of the relaxing of regulations and growing demand for the mineral that’s crucial to the global transition to electric vehicles. The country has relaxed its lithium export regulations, which has attracted global investment and transformed the country into a major producer of the critical element.
Brazil is being noticed for its prolific lithium appeal…
In August 2024, Australian lithium giant Pilbara Minerals announced its plans to acquire Latin Resources for approximately A$559.9m ($371.12m) to diversify its operations.
