Value Briefs
Michelle deBoer-Jones
Value Briefs
Value Briefs
Revisiting the Silicom Thesis from Adam Buckstein of ASB Partners
This Hedge Fund Stock Has More than Doubled Year to Date, but Top Managers See More Upside on the Way
This Mid-Cap Stock Has Plunged Over the Last Year, But Things May Finally Be Turning Around
Top Nordic Energy Focused Hedge Fund Sees Significant Value in Shipping Stocks
This Small Cap Profiled By Top Emerging Managers Has More than Doubled YTD: Is It Too Late to Get In?
Former Odey Manager Reflects on Higher-than-Average Spread Widening
Boothbay Flat for Q3 As Fundamental Long/ Short Equity Detracts; Firm Expands In Europe And Ups Crypto Arbitrage Strategy [Exclusive]
Hedge Fund News
Hedge Funds Gobbled Up Consumer Discretionary in November While Dumping TMT, Defensives
The Big Short’s Greg Lippmann Warns That a Hard Landing or High Inflation More Likely Than a Soft Landing
Up 11%+ YTD, Q3 Returns in Evanston Capital’s Led by Long/ Short Equity [In-Depth]
Hedge Funds Run in Opposite Directions on the Magnificent Seven
Paul Singer: Cryptocurrency Is “A Dazzling Marketing Pitch And Nothing Else”; Gold Should Be The New Global Currency Reserve [Q3’24 Letter]
Paul Singer: Skyrocketing PE valuations not necessarily a good thing [Elliott Q3 Letter]
Hedge Fund News
Amazon, Apple Land on Goldman’s ‘Falling Stars’ List as Hedge Funds Added to Mid Caps
Hedge Fund News
Hedge Funds Dumped Apple and Amazon in Q3 as Value Stocks Make a Comeback
Paul Singer Calls Out Policymakers for Mismeasuring Inflation
2024 Sohn London Conference: Here Are Some Of the Best Ideas
2024 Sohn London Conference: Amati Global Says There Is A Lot To Like About This Veteran Life Sciences Company
