Michelle deBoer-Jones
Secrets to Tom Russo’s Decades-Long Success Part 2: The Pandemic Era
Why the De-Ratings of this Fund’s Top Positions were Unwarranted
Top Fund Manager Explains Why Adding to a Loss-Making Position Sometimes Makes Sense
Elliott Warns About What Will Happen When the Dam Breaks on Bad Behavior
40 Years Of Market Beating Returns: Secrets to Tom Russo’s Decades-Long Success Part 1: 1993-2016
Kerrisdale Reevaluates Short Thesis for RIOT, Bitcoin Miners Amid Possible AI Pivot
This Billion Plus AUM Contrarian, Valuation-Based Fund’s Top Holding Is Tesla: Here’s Why
Up Nearly 12 Percent for Q1, TCI’s Top Contributors Were GE, Safran and Airbus
This Long/ Short Equity Fund Is Enjoying the “Best Prospects” for Shorting in “the Last 25 Years”; Warns This Stock Will Decline Further
In a Tough Q1 for Shorting, Viking Global Enjoyed Strong Alpha on Both Long and Short Sides
Exclusive: Paul Singer: Here’s What Might Pop This “Entertaining” Bubble [Q2 2024 Letter]
These Were TCI’s Top Three Contributors in Q1 2024 [Exclusive And In Depth]
This Fund Exited Several Stocks while Taking a New Position in This Serial Acquirer
Up 29 Percent YTD, This Fund Is Avoiding Mega-Cap Tech and Winning with Hedges
Articles
Burford Capital Is Our July 2024 Stock Pick: Sysco and YPF Cases in Focus
This Fund Is Winning Big as Merger-Arbitrage Spreads Return to Levels Not Seen in 20 Years
This Fund Up 29 Percent YTD Is Calling for a “Parabolic Move” in the Bitcoin Price
This Top Nordic Commodities Hedge Fund Likes Green Aluminum and Green Steel [In-Depth]
