In the latest episode of The Activist Insight Podcast, Elana Duré speaks to representatives from a selection of the top-rated intermediaries in the activist investing space. Here, they discuss landmark moments and themes that have developed over the past 12 months, before predicting what they expect to see in 2019.
This month’s activist interview is with Hong Kong-based Argyle Street Management’s Kin Chan, who has targeted several Japanese companies in recent years. Here, Chan gives insight as to what makes investing in these companies so attractive.
Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis
Qualivian Investment Partners commentary for the second quarter ended July 30, 2020. Q2 2020 hedge fund letters, conferences and more “Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell Executive Summary Readers of investment letters fall into Read More
Elsewhere, we take a look at the ongoing situation at Papa John's, and then examine the popularity of activist short selling in cannabis stocks. All that and more is available by listening to the sixth episode of The Activist Insight Podcast.