Q3 2023 Hedge Fund Letters – Updated December 5, 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
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
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
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
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
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
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
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
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
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
During his recent interview on the Money Maze Podcast, Michael Mauboussin discussed the qualities of superstar companies and the challenges of finding them. He noted that many of these... Read More
In his 1995 Baupost Group Letter, Seth Klarman concluded that it is not possible to reliably predict when difficult times will occur and that the cost of performing well... Read More
The data sourced in the article below is derived from Lipper’s Global Fund Flows application. GFF can be found on LSEG Workspace. During LSEG Lipper's fund-flows week that ended November... Read More
Stanphyl Capital’s letter to investors for the month ended November 30, 2023. Friends and Fellow Investors: For November 2023 the fund was down approximately 11.5%* net of all fees and expenses.... Read More
Ethics in the hedge fund industry is a frequent topic. The reputation of hedge funds is not something that would tip the scales in their favor. But, to be... Read More
Welcome to Hedge Fund Alpha's latest issue of hedge fund newsletter. Below subscribers can find an excerpt in text and the full issue in PDF format. We have implemented... Read More
Night Market Research's report on Mondee Holdings Inc (NASDAQ:MOND), a $500m OTA/travel services company. Mondee, an airfare consolidator, trades at sector leading multiples despite mediocre growth, extreme leverage, and... Read More
Legendary investor and businessman Charlie Munger passed on November 28, 2023, at the age of 99. Poor Charlie's Almanack is a compendium of eleven of Charlie's iconic talks on investing, life,... Read More
I met Charlie Munger once, at a dinner in his Pasadena home in June, 2022. I was not prepared for the opportunity to speak to him personally. I was told... Read More
CNBC’s Becky Quick sat down with Berkshire Hathaway Vice Chair Charlie Munger two weeks ago for a wide-ranging interview about his life and career. He died earlier today at... Read More
As the investment world mourns the passing of Charlie Munger, Burgundy’s Co-Founder Richard Rooney pays tribute to the business titan. The portrait featured of Charlie Munger and Warren Buffett can... Read More
Invest For Kids hosts an annual investment conference where top investment managers share their market views and best investable ideas. All of the proceeds from the conference go to... Read More
For investors stashing record sums in cash, US bond managers overseeing a combined $2.5 trillion have a bit of advice: It’s time to put that money to work. That’s the... Read More
"What's the best business you've ever invested in, and is there a favorite deal you've ever done," one student asked Warren Buffett in 2003 as part of a Q&A... Read More