Ron Muhlenkamp: Markets Fully Valued


Discussing the current state of the markets, and Omega Advisors Leon Cooperman’s comment that the “market is fairly but fully valued,” with Ron Muhlenkamp, The Muhlenkamp Fund; “Fast Money” trader Steve Grasso; and CNBC’s Rick Santelli.

H/T Dataroma

Ron Muhlenkamp: Markets Fully Valued

This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery

D1 CapitalThe first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More