Saga Partners 1Q22 Commentary: Carvana And Redfin
Saga Partners commentary for the first quarter ended March 31, 2022. During the first quarter of 2022, the Saga Portfolio … Read more
Saga Partners commentary for the first quarter ended March 31, 2022. During the first quarter of 2022, the Saga Portfolio … Read more
Following are excerpts from the unofficial transcript of a CNBC exclusive interview with former Fed Chair Ben Bernanke on CNBC’s … Read more
Logica Capital’s commentary for the month ended April 30, 2022. Logica Absolute Return (LAR) – Upside/Downside Convexity – No Correlation … Read more
Following is the unofficial transcript of a CNBC exclusive interview with Alphabet Inc (NASDAQ:GOOGL) CEO Sundar Pichai on CNBC’s “TechCheck” … Read more
Dan Loeb’s letter to Third Point investors for the first quarter ended March 2022, discussing the top five winners for … Read more
The latest readings from the “bubble indicator.” As you know, I like to convert my intuitive thinking into indicators which … Read more
Following is the unofficial transcript of a CNBC interview with Billionaire Investor & Robin Hood Foundation Co-Founder Paul Tudor Jones … Read more
David Neuhauser of hedge fund Livermore Partners discusses the fund’s performance for the first quarter of 2022. 2022 has started … Read more
Following is the unofficial transcript of a CNBC interview with Slack CEO & Co-Founder Stewart Butterfield and CNBC’s “TechCheck” Co-Anchor … Read more
Hidden Value Stocks issue for the first quarter ended March 31, 2022, featuring an interview with WCM Investment Management, discussing … Read more
Kerrisdale Capital is short shares of Digital World Acquisition Corp. (NASDAQ:DWAC), a SPAC valued at over $8bn on a pro … Read more
Following is the unofficial transcript of a CNBC exclusive interview with Bank of America Chair & CEO Brian Moynihan on … Read more
David Einhorn comments that the Federal Reserve now realizes that it has an inflation problem. Greenlight Capital commentary for the … Read more
Hidden Value Stocks issue for the first quarter ended March 31, 2022, featuring an interview with WCM Investment Management, discussing … Read more
Logica Capital commentary for the month of March 31, 2022. Logica Absolute Return (LAR) – Upside/Downside Convexity – No Correlation … Read more