Michelle deBoer-Jones
Free
Revisiting Focus Capital’s, City Different’s Theses for Burford Capital
Exclusive Insights
Up 12 Percent in 2024, ‘The Big Short’ Greg Lippmann Still Likes Solar PPAs [Exclusive]
Silver Point Capital’s Robert O’Shea Invests His Foundation’s Money in Crypto and These Funds
GoldenTree’s Steven Tananbaum Invests His Foundation’s Money with These Managers
Here Are The Fund Managers Jamie Dimon Trusts the Most (And the Stocks His Foundation Bought)
Other Conferences
Balyasny’s Stephen Schurr at CSIC: These Three Popular Shorts Are Better Longs
Exclusive Insights
Hedge Funds Are Snapping Up Shares of this “BadCo” Howard Hughes Spinoff
Capstone Student Investment Conference – L Catterton: Investable Themes in Private Equity
Vulcan Value’s C.T. Fitzpatrick at CISC: Why It’s Good to ‘Muddle Along’
When Most Have Left Coal for Dead, Geosphere Capital Is Bullish
Exclusive Insights
Third Point Sold Its Full Stakes Danaher, Thermo Fisher, Tesla and Cinemark in February [Exclusive]
Dan O’Keefe of Artisan Partners At Capstone Conference: Why Value and Growth Both Matter
Horizon Kinetics: How Value Investors Can Tap into the AI Theme Without Sacrificing Value
Bob Robotti: How Value Traps Can Make Great Investments — If You Invest with Care!
Exclusive Insights
John Armitage Outlines Theses for These Stocks [In-Depth Exclusive]
Here’s Where SurgoCap’s Mala Gaonkar Invests Her Foundation’s Money
Exclusive Insights
Aaron Weitman’s CastleKnight Still Killing It with Annualized Net Returns of 29-30 Percent [Exclusive]
Byron Trott of BDT Invested Most of His Foundation’s Money with His Own Funds
Exclusive Insights

