When I started these updates on February 26, 2020, about two weeks after the markets went into free fall, my first six posts were titled "Viral Market Meltdowns", reflecting the...
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August 21 - News, Stock Analysis, Tech
This has been a fantastic year for nimble investors whereas traditional value investors with sluggish and backward-looking investment styles fared poorly.
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August 18 - Hedge Funds, News
The 10 most profitable companies in America in 2020 have combined net profits exceeding $329 billion, while their total assets are worth nearly $3 trillion, all thanks to the...
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August 3 - Lists
Brown Advisory recently released its Q2 2020 Investor Letter, a copy of which you can download here.
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July 22 - Hedge Fund Investor Letters, News
Polen Capital Management recently released its Q2 2020 Investor Letter, a copy of which you can download here.
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July 20 - Hedge Fund Investor Letters, News
On July 14, 2020, Wedgewood Partners released its Q2 2020 Investor Letter, a copy of which you can download here. The Fund returned 27.13% for the second quarter of 2020.
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July 14 - Hedge Fund Investor Letters, News
We are almost done with the second quarter. Investors decided to bet on the economic recovery and a stock market rebound. S&P 500 Index returned almost 20% this quarter.
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July 2 - Hedge Funds, News
If you are looking for the best ideas for your portfolio you may want to consider some of Wedgewood Partners top stock picks.
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June 29 - Hedge Fund Investor Letters, News
As times seem uncertain and many companies seem to be on the brink of collapse, or have even collapsed due to the pandemic, let's change tactics and take a look at the 10 most...
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June 21 - Lists
Diamond Hill Capital recently released its Q1 2020 Investor Letter, a copy of which you can download below.
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June 8 - Hedge Fund Investor Letters, News
Distillate Capital recently released its Q1 2020 Investor Letter, a copy of which you can download below. The Distillate Capital’s U.S. Fundamental Stability & Value (U.S.
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May 28 - Hedge Fund Investor Letters, News
Before we spend countless hours researching a company, we like to analyze what insiders, hedge funds and billionaire investors think of the stock first.
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May 24 - Hedge Funds, News
RiverPark Advisors an independently-owned investment firm, recently published its first-quarter RiverPark Long/Short Opportunity Fund commentary.
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May 8 - Hedge Fund Investor Letters, News
RiverPark Advisors an independently-owned investment firm, recently published its first-quarter RiverPark Long/Short Opportunity Fund commentary.
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May 8 - Hedge Fund Investor Letters, News
We have been telling our readers not to invest in the S&P 500 ETFs and instead invest in the top 5, top 10, or top 20 hedge fund stocks because these large-cap stocks historically...
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May 5 - Hedge Fund Investor Letters, Hedge Funds, News
Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is available for download here.
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April 30 - Hedge Fund Investor Letters
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter global growth commentary – a copy of which can be downloaded...
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April 29 - Hedge Fund Investor Letters
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary – a copy of which can be downloaded...
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April 28 - Hedge Fund Investor Letters
Blue Hawk Investment Group, LLC is the management company of the Blue Hawk Fundamental Growth Fund, LP.
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April 22 - Hedge Fund Investor Letters
"I have been following Dr. Inan Dogan since this outbreak, and he is a phenomenally intelligent researcher. One month ago, Dr. Dogan's prediction that the total U.S.
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April 22 - Hedge Funds, News
How do we determine whether Facebook Inc (NASDAQ:FB) makes for a good investment at the moment? We know coronavirus is probably the #1 concern in your mind right now.
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March 4 - Hedge Funds, News
Hedge funds started to disclose their holdings at the end of 2019 in new 13F filings.
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January 30 - Hedge Funds, News
It is already common knowledge that individual investors do not usually have the necessary resources and abilities to properly research an investment opportunity.
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December 27 - Hedge Funds, News
Before we spend countless hours researching a company, we like to analyze what insiders, hedge funds and billionaire investors think of the stock first.
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November 23 - Hedge Funds, News
ExodusPoint Capital Management, which launched last year with a record $8 billion in assets, is setting out to collect billions more.
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November 15 - Hedge Funds, Insider Trading
If you want to boost your chances of success on Tinder, you should consider coming up with one of the best Tinder bio lines that well help you achieve that simply by copying ...
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November 12 - Lists
"Facebook reported 32% growth in constant currency ad revenue, along with expectations for 50-55% growth in expenses as the Company continued with their telegraphed plan to accelerate...
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November 7 - Hedge Fund Investor Letters, News
Do we have any totally free dating websites left in the US? Finding love is one of the most important things in our mortal human lives, but if you are like many, the dating scene...
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November 6 - Lists, News
Anyone looking to learn how a quant fund conquered the financial world should go out and buy Greg Zuckerman’s “The Man Who Solved the Market” when it’s released next week...
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November 1 - Hedge Funds, Insider Trading
October has been good to investors.
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October 31 - Hedge Funds, News
Billionaire Steve Cohen led losses among his biggest multistrategy hedge fund peers last month as sweeping market shifts blindsided investment managers.
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October 17 - Hedge Funds, Insider Trading
As readers of this blog know, I don't write much about whether stocks collectively are over or under priced, other than my usual start of the year posts about markets or in response...
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October 2 - Macroeconomic Predictions, News, Stock Analysis
Hedge Funds and other institutional investors have recenty completed filing their 13Fs with the Securities and Exchange Commission, revealing their equity portfolios as of the...
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October 1 - Hedge Funds, News
NEW YORK (Reuters) - Lawrence Culp has held the top job at General Electric (GE.N) for nearly one year and on Thursday one of the industrial conglomerate’s biggest shareholders...
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September 19 - Hedge Funds, Insider Trading
Magnates and friends of T. Boone Pickens remembered him fondly in comments to CNBC following his passing. Pickens died Wednesday of natural causes at age 91.
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September 12 - Hedge Funds, Insider Trading
"The combination of historically low interest rates -- $13 trillion of global government debt, over 20% of the total outstanding, yields less than-zero— and historically high...
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September 2 - Hedge Funds, News
Apparently running for president is not a valid excuse for getting out of jury duty.
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August 19 - Hedge Funds, Insider Trading
Love it or hate it - research and development budgets that seek to explore the benefits of blockchain technology are now being allocated by virtually every large-scale organization...
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August 7 - Bitcoin, Ethereum and Other Cryptocurrencies, News, Tech
Insider Monkey tracks hedge funds, billionaires, and prominent value investors for a very simple reason: their consensus picks generally outperform the market.
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June 28 - Hedge Funds, News
Alternative asset manager Cheyne Capital Management (Cheyne Capital) has closed its inaugural European Strategic Value Credit Fund (SVC) having scaled back subscriptions to the...
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June 18 - Hedge Funds, Insider Trading
Facebook, Inc. (NASDAQ:FB) started out as a simple website for Harvard students to connect with their schoolmates.
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June 16 - Bitcoin, Ethereum and Other Cryptocurrencies, Market Movers, News, Tech
Facebook Inc (NASDAQ:FB) shares suffered large losses in the second half of 2018, dropping to $131 by the end of the year.
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May 31 - Hedge Funds, News
If tech cleaves into two as some analysts predict, there will be some winners and losers, although who is in the winners category could change and who is in the losers category...
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May 27 - News
The analysts at Goldman Sachs don't have a crystal ball. They can't predict the future 100% of the time accurately.
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May 15 - News
In a recently published Fundsmith's 2018 Annual Letter (track down here), the fund disclosed its Fundsmith Equity Fund's 2018 annual return of 2.2%, and since inception annualized...
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May 15 - Hedge Funds, News
His Point72 Asset Management, which attracted $5 billion in outside money last year in a comeback for the hedge fund investor, is seeking to raise an additional $1 billion by ...
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May 1 - Hedge Funds, Insider Trading
In a recently published CNBC interview with Altimeter Capital Management’s Bradley Thomas Gerstner discussed the things he truly appreciates about Facebook, Inc. (NASDAQ:FB).
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April 30 - Hedge Funds, News
Lomas Capital Management is a relatively young asset management firm co-founded in 2012 by Daniel Lascano, Charles LoCastro, and Ronald McIntosh, who all previously worked together...
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April 25 - Hedge Funds, News
My favorite hedge fund event is the annual Sohn Conference in New York.
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April 20 - Hedge Funds, News
The internet has transformed life as we know it.
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April 19 - News