Michelle deBoer-Jones
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]
Elena Partners: Bull Theses for This Insurer And These Building Material Stocks
Hammond Pond Research On the Bull Thesis for This Overlooked Locomotive Giant [Value Investing Seminar]
It’s Not Them; It’s their Suppliers: Signet Capital’s Bull Thesis for Airbus [Value Investing Seminar]
Seth Fischer of Oasis Management on How to do Successful Activism in Asia
Gabriel Grego of Quintessential Capital Updates Investors On One Of His Big Short [VIS Italy Conference]
Private Market Playbook: How Investing in PE Is Investing Like Warren Buffett
The Evolution of Asset Management Over the Last 40 Years has Disrupted the Public Markets
Are PE Products for Retail Investors the Next Fraud? And Is Crypto One Giant Fraud?
