Michelle deBoer-Jones
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
2024 Sohn London Conference: North Rock Capital Shares Long Thesis For This Packing Company [In-Depth]
2024 Sohn London Conference: High Ground Says Short This Cargo Airline
Paul Singer Questions Last Rate Cut as Fed Mulls December Decision Amid Rising Inflation; Sees Opportunity In These Energy Stocks [Q3 Letter]
2024 Sohn London Conference: Carson Block Is Shorting This Stock
Hedge Fund News
It’s Tiger Vs Tiger: Tiger Management In Heated Legal Dispute With Tiger Cub Hound Partners Over Revenue Share
This Hedge Fund Stock Is Off Over the Last Year, But Things Could Be Looking Up
Steamboat Capital Shares Thesis for CompoSecure, Shares Why Alphabet May Be Undervalued [Exclusive]
Hedge Fund News
Hedge Funds Target Consumer Sectors While Dialing Back on Purchases of the Mag Seven
GrizzlyRock Value Updates Two Stock Theses, Shares New Idea: A Midcap Auto Services [Q3 Letter]
Peltz, Einhorn And More: The Best Ideas From The 2024 Delivering Alpha Conference
2024 Delivering Alpha Conference: David Einhorn Presents New Ag Stock Idea
2024 Delivering Alpha Conference: Nelson Peltz Shares Stories on DuPont, Disney and Unilever
