Q3 2023 Hedge Fund Letters – Updated December 7, 2023
Q3 2023 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, their investment... Read More
Li Lu: Charlie Munger: A Role Model for Ethical Investing and Lifelong Learning
In his letter titled Remembering My Teacher Charlie Munger, Li Lu explains how Charlie Munger believed that virtue, moral responsibility, truth-seeking, and public service are essential qualities for a... Read More
Sohn London Investment Conference 2023: Nyhavn Capital
The following are notes from Mads Thamsborg's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023. Mads Thamsborg On Shorting Technip Energies NV ... Read More
Sohn London Investment Conference 2023: Beach Point
The following are notes from Niraj Patel's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023. Niraj Patel On Stonegate Pubs Niraj Patel,... Read More
Sohn London Investment Conference 2023: Kintbury Capital
The following are notes from Chris Dale's presentation from the 10th annual Sohn London Investment Conference, which took place on December 6th, 2023. Chris Dale on BT Group Chris Dale,... Read More
How to Work at a Hedge Fund: A Step-by-Step Journey to Success
Hedge fund careers are drawing individuals with financial backgrounds for several reasons. These careers offer substantial compensation and room for progress. They also do not have an extreme impact... Read More
Sohn London Investment Conference 2023: Muddy Waters’ Short Idea
The following are notes from Carson Block's presentation from the 10th annual Sohn London Investment Conference, which took place on December 6th, 2023. Carson Block on Shorting Blackstone Mortgage Trust ... Read More
Sohn London Investment Conference 2023 [Full Coverage]
The 10th annual Sohn London Investment Conference took place on December 6th, 2023, at the London Marriott Grosvenor Square. All of the proceeds from the conference go towards critical... Read More
Sohn London Investment Conference 2023: Skerryvore on Oxxo
The following are notes from Gien Feigen's presentation from the 10th Annual Sohn London Investment Conference took place on December 6th, 2023. Gien Feigen on Oxxo Skerryvore Asset Management's Gien... Read More
Sohn London Investment Conference 2023: Sparta Capital
The following are notes from Franck Tuil’s presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023. Andrew Honnor, Founder of Greenbrook, introduced of... Read More
Sohn London Investment Conference 2023: Zeno Equity Partners’ Pitch
The following are notes from Cristian Souza's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023. Cristian Souza on AppFolio Cristian Souza, representing... Read More
Sohn London Investment Conference 2023: Calibrate Partners on Lloyds
The following are notes from Michela Ferrulli's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023. Michela Ferrulli on Lloyds Bank Calibrate Partners's... Read More
Sohn London Investment Conference 2023: Carmignac On Merger Deals
The following are notes from Fabienne Cretin Fumeron's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023. Fabienne Cretin Fumeron On Merger Deals ... Read More
Warren Buffett On Asset Light Vs. Capital Intensive Businesses
At first glance, Berkshire Hathaway's See's Candies and Net Jets businesses might not appear to have that much in common. But according to Warren Buffett, they both follow reasonably... Read More
John Neff, Peter Lynch, Portfolio Turnover and Growth Traps
Some thoughts on the book John Neff on Investing, his portfolio style, and some thoughts on value vs growth investments I have three or four investment ideas that I’ll be... Read More
Absolute Return Partners December 2023: Boarding the R-Train?
Absolute Return Partners letter for the month of December 2023, titled, "Boarding the R-Train?." "We are really on track for a soft landing. There are no balloons popping" - David... Read More
Perella Weinberg CEO: Deal-Making ‘Waiting Game’ Appears Over
Following is the unofficial transcript of a CNBC EXCLUSIVE interview with Perella Weinberg Partners CEO Andrew Bednar and CNBC’s Leslie Picker on “Squawk on the Street” (M-F, 9AM-12PM ET)... Read More
Broker Research Pricing is Wildly Inconsistent – Study
Latest Substantive Research study reveals some buy side firms are paying almost three times more than peers, for identical levels of service and access from the same providers Some... Read More
2023 Value Invest New York Conference
Value Invest New York will return on December 12 at Quorum by Convene at 1221 Avenue of the Americas. Hedge Fund Alpha will be covering the conference so stay... Read More
Howard Marks: The Tide Is Going Out: Are You Prepared for a Recession?
During his latest Insight Conversation, Howard Marks explains why the tide is going out and the unusually ‘easy’ period for risk-taking is over. Here’s an excerpt from the conversation: The... Read More
Charlie Munger: A Life Of Wit And Wisdom
Billionaire investor Charlie Munger sat down with CNBC’s Becky Quick on November 14, 2023 in Los Angeles, CA in a special interview to commemorate his soon-to-come 100th birthday. Munger... Read More
Zero Budget Hedge Funds: How to Start A Hedge Fund With No Money
Starting a hedge fund from scratch is a difficult task. You need to fulfill several factors before you get to the point of raising investments. And that is the... Read More
Despite Crowding into Big Tech, Hedge Funds Are Searching for Alpha Elsewhere
When Goldman Sachs released its latest Hedge Fund Trend Monitor about a week or so ago, the major point picked up by all news outlets was the fact that... Read More
