Author: Mark Melin

Some Strange Trends Among 2017 Hedge Fund Returns

Some Strange Trends Among 2017 Hedge Fund Returns

From one perspective, there is an odd disparity in the force. Hedge fund returns in certain categories are experiencing fat tail correlation and return extremes when compared to players inside a particular category as well as compared to the category […]

SoftBank The Next Berkshire Or Valeant?

SoftBank The Next Berkshire Or Valeant?

SoftBank has an odd relationship with Uber. At one point SoftBank bought shares directly from the ride-sharing company at a $68 billion valuation, then tendered shares at a $50 billion valuation. But for AB Bernstein analyst Chris Lane, this dichotomy […]