Investment Strategies

D-Wave Quantum Inc (QBTS): Past-Gen Computing – Kerrisdale Capital

A Gem of a Thrift Conversion

Short-termism and Opportunities; Buffett’s Views on Tariffs

Hedge Funds Rattled by Tariffs but Find Bright Spots in Macro and Quant Strategies

Inflation: They’re Gonna Choose To Run It Hot…

Staying on Course in Private Equity – KKR

Spruce Point Issues “Strong Sell” Research Opinion On Monster Beverage

Jonathan Boyar Comments on Trump’s Liberation Day

Hawk Ridge Highlights These 10 Short Positions [Exclusive]

IONQ: Trapped in the Hype – Kerrisdale Capital

Goldman Sachs Prime: Systematic Long/Shorts Finished February Negative; Healthcare and TMT Were the Worst Performers

Invest Like a Legend: Exploring the Stanley Druckenmiller Portfolio

Value Briefs

How Hedge Funds Can Leverage the Power of Social Media Sentiment

End of February Sees a Mix of Quantitative and Long/Short Hedge Funds Leading the Pack [HSBC Report]

Jim Simons’ Portfolio: A Blueprint For Wealth Accumulation

Springtime For Small Caps – Emerald Advisers

Special Situations Update: Long FTAI Aviation (FTAI) – Crossroads Capital

What Valuation Signals Reveal About Market Styles – Morningstar

Li Lu Portfolio Magic: A Blueprint For Investors

KNOT Offshore Partners: A Deep Value Opportunity with Dividend Recovery Potential

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