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Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
S1 And S3 Filings Provide A Great Source For Investment Opportunities
Jim Osman – The Edge Consulting Group – On Special Situations
LHC Group: Treating Investors ALMOST Like Family
New S&P Data: Megadeals in payments, brokerage sectors shape 2019 M&A advisory league tables
Years’ worth of dividends – the most useless metric ever
Financials Bets Boost Vilas To Up 107% Returns In 2019
Howard Marks January 2020 Memo: You Bet!
Logos LP 4Q19 Commentary: Investing In The Age Of Intangibles
Value Briefs
Small Cap Guru – Peter Rabover of Artko Capital On Micro-Cap Deep Value Investing
Verdad’s Dan Rasmussen And Greg Obenshain On Quant Credit Investing
Where the World Is Going
Value Briefs
New Feature: Exclusive Newsletter For Subscribers
US Expansion To Continue In 2020, No Recession… Unless
Is Active Investing Doomed As A Negative Sum Game? A Critical Review.
Jeff Gundlach: Navigating Deglobalization
Why History’s Longest Bull Market Is Just Getting Started
Why Netflix’s Inevitable End Got Delayed
The Best Charts of 2019

