Increased commodity demand spurred production: Teucrium Funds
Commodity prices have been up and down this century. The 2000’s were a positive decade, and the last ten years have been negative. Looking forward…
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European companies publicly subjected to activist demands
Interest in Europe-based companies from U.S. activists, traditionally volatile, has plateaued at an elevated level in recent years, according to a new report from Activist…
Choice Equities Fund 3Q19 Investor Letter
Choice Equities Fund letter to investors for the third quarter ended September 30, 2019. Q3 2019 hedge fund letters, conferences and more Dear Investor: Markets…
Investing In Net Lease REITs with Fundamental Income’s Chris Burbach
ValueWalk’s Q&A session with Chris Burbach, Co-Founder and Partner at Fundamental Income, the Sponsor/Index Provider to the NETLease Corporate Real Estate ETF (NYSE:NETL). In this…
Wilbur Louis Ross Jr. on Trump’s latest comments on the trade war
CNBC Transcript: Secretary of Commerce Wilbur Louis Ross Jr. Speaks with CNBC’s “Squawk on the Street” Today WHEN: Today, Tuesday, December 3, 2019 WHERE: CNBC’s…
DtC model: How businesses can take intelligent risks
The business press glorifies risk takers, and it’s not hard to see the attraction. Take Elon Musk. Whether or not you believe he’ll ever succeed…
MiMedx CEO and Former COO sentenced for committing securities fraud
Elliott Management stepped up its campaign against Altran Technologies’ sale to Capgemini last week, publishing a presentation detailing its position. Although the activist agrees that…
Customizable rewards categories: Credit cards are ripe for disruption
Toda, the credit card category remains stagnant with little having changed in the past decade. What to expect next is that credit will become a…
How large Chinese loans are entrapping African nations
The global economy, just as much as its political counterpart, is a place of contest and rivalry. Even though the liberal economists and thinkers dedicated…
Elliott selling its 9% stake in XPO Logistics for 260 euros per share
While the face of Elliott Management’s equity activism in Europe has undergone significant changes in recent years with more operational campaigns, merger arbitrage still represents…
See which stocks are held by several Tiger Cubs, Seeds and Grand Cubs
Julian Robertson’s Tiger Management has a long and proud legacy within the hedge fund industry. Even though the original Tiger Management was closed in 2000,…
Stanphyl short Netflix due to its egregious valuation
Stanphyl Capital’s letter to investors for the month of Novemeber, 2019. Friends and Fellow Investors: Q3 2019 hedge fund letters, conferences and more For November…
Hong Kong & Beyond: Why The West May Too Feel The FX Burn
Asian markets, especially markets in Mainland China will be facing some serious scrutiny during Christmas 2019 due to the ever-worsening situation in Hong Kong. Although…
This value fund exited PG&E during the third quarter
DG Capital’s DG Value Funds declined 2.7% in the third quarter as smaller capitalization and distressed assets struggled. Year to date, the three DG Value…
Phil Tetlock: Intuition and Noise Reduction In Judgement
We discuss the role of intuition in decision making as well as efforts to work on noise reduction and improve judgement. Phil Tetlock: Intuition and…