This fund run by a SAC Capital alum bought restaurant stocks amid the pandemic
Prentice Capital Management was up 6.6% for the first four months of the year, compared to the S&P 500's 9.3% decline and the Russell 2000's 21.1% decline. The HFRX Equity Hedge Index was down 9.4% for the quarter. Q1 2020 hedge fund letters, conferences and more Gross and net exposures In his first-quarter letter to […]
There was major interviews last week with David Tepper, and Warren Buffett. I will get to them sometime this week.
However every Saturday Consuelo Mack WealthTrack, usually books a great interview with a famous portfolio manager/investor/expert etc. The interview usually lasts about half an hour. It is good, and informative video which is a good watch for over the weekend.
If you want some interesting articles (instead of, or in addition to the video) here are my favorite links which I plan to post every Sunday, along with Consuelo Mack WealthTrack video.
On this week’s Consuelo Mack WealthTrack, balancing risk and reward in an unsettled world. “Great Investor” Dennis Stattman explains how he has delivered higher returns, with less risk than the markets for more than 20 years in his BlackRock Global Allocation Fund.