What is becoming obvious now is the fact that the global central banks can no longer hide the fact that without their QE and balance sheet expansion, asset prices would fall and economies would reverse. The last month or so […]
Business
Impactive Capital Receives Startup Capital From CalSTRS
A new activist fund launched this week with startup capital from the California State Teachers’ Retirement System (CalSTRS) – only the second fund the pension fund has helped get started in the past decade. Impactive Capital, led by former Blue […]
Global Quality Edge Fund: Tail-Risk Hedging Strategy
Global Quality Edge Fund presentation titled, “Tail-Risk Hedging Strategy.” How to leverage the end of the business cycle without exposing our fund to permanent capital loss? Objective: Understand the current convergence between business cycle and the long term debt cycle. […]
Activists Have Work To Do On Diversified Board Appointments
Activist Insight data show the difference in male and female board appointments made by activists in 2018. Just 19 of the 143 directors placed on boards by activists in 2018 were female, according to Activist Insight Governance. Q4 hedge fund […]
![By User:AgnosticPreachersKid (Own work) [CC BY-SA 3.0], via Wikimedia Commons](https://www.valuewalk.com/wp-content/uploads/2017/03/Fannie-Mae-Freddie-Mac-270x200.jpg)
Top Hedge Fund Bets On Fannie Mae Preferred Stock Making Dough
Fannie Mae and Freddie Mac have been under U.S. government control for more than a decade now, but it’s finally sounding like that could end. One hedge fund which focuses on the financial services industry has been betting on a […]
Ever Dreamed Of Working For Whitney Tilson? Today Is Your Lucky Day! Join His Current Analyst “Who owns a Tesla, which he loves, and is bullish on the stock”
Whitney Tilson’s email to investors discussing him hiring an analyst; the importance of portfolio management; our videos; Plus 500 blowing up; Model 3 European sales, TSLA vs. AMZN; Bezos; Munger meeting. 1) I’m looking to hire an analyst, based in Baltimore, […]
White Diamond Research Is Shorting New Age Beverages’ Stock
Sherborne Investors confirmed last week that its CEO, Ed Bramson, will be nominated for election to the board of British bank Barclays, at its annual meeting in May. Sherborne unveiled a 5% stake in the bank in mid-March 2018 and […]
Alternative Financing 101: Why Equity Financing Has Lost Its Luster
When a startup founder is ready to transform their idea into a viable business, they almost always look to equity financing–whether that’s in the form of checks from friends and family, an angel syndicate, or in rare cases, a early […]
Diamond Mining: You’re Killin’ Me, “Smalls”
Diamond miners are struggling amid disappointing prices during the holiday season and into the new year. However, it appears the weakness isn’t affecting the entire industry uniformly. It’s the “smalls,” or smaller stones, which have offset the supply/ demand balance, […]
ProChain Capital Posted Gains… Thanks To Its Crypto Longs
Here’s something we weren’t expecting. The big story about cryptocurrencies for about the last year has been their tumbling prices, but then December hit, bringing a bear market down hard on the stock market. Today the bitcoin price continues to […]
