Q3 2023 Hedge Fund Letters – Updated December 1, 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
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
In his 1996 Berkshire Hathaway Annual Letter, Warren Buffett says to be successful at investing, you don’t need to understand complex concepts like beta, efficient markets, modern portfolio theory,... Read More
On a routine day in the winter of 1993, workers at the Chehrabad salt mine in the Zanjan Province of Iran discovered a remarkably preserved corpse dating back to... Read More
In his book Mastering the Market Cycle, Howard Marks discusses the madness of markets, and why stock prices fluctuate more than earnings. Here’s an excerpt from the book: If the... Read More
In his latest Greenlight Q3 2023 Letter, David Einhorn says he’s on a ‘buyers strike’ amid the current extreme levels of geopolitical tension which will lead to lower stock... Read More
Arnott Opportunities (Cayman) Fund commentary for the month ended October 31, 2023. Dear Jacob, The fund returned negative -2.72% for the month of October 2023. Net exposure averaged 40% long, while gross... Read More
Investment banks and hedge funds are both financial entities. But, the similarities end there. They exist for different purposes, and their business models are not similar. More factors set... Read More
For many decades, Sears was the leading department store in America. Q4 2019 hedge fund letters, conferences and more If you’re looking for value stocks, and exclusive access to value-focused hedge... Read More
In his 1993 Berkshire Hathaway Annual Letter, Warren Buffett explained why an investor’s primary concern should be whether their investment will provide enough purchasing power over time to compensate... Read More
Private credit lenders lent an estimated US$333bn during 2022, a 60% year-on-year increase Growth in lending spearheaded by larger firms who account for 58% of total capital deployed ... Read More
"Do broadscale professionals need more multidisciplinary skill?" that's the crucial first question Charlie Munger asked as part of a speech at the 50th reunion of Harvard Law School class... Read More