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Monday, September 21, 2020
coronavirus, stimulus checks, chances, Capitol Hill, senators

Coronavirus stimulus checks: What happens with $1 trillion spending cap

With coronavirus cases spiking in some states, there is an urgent need to come up with the next coronavirus stimulus checks. However, there is...

RV Capital 1H20 Letter: Business Owner TGV vs. the DAX

RV Capital Co-Investor Letter for the first half ended June 2020, titled, "Business Owner TGV vs. the DAX." Q2 2020 hedge fund letters, conferences and...

Truth In The Phucomol TikTok Spoof: A Behavioral Perspective

The hilarious viral TikTok video, promoting a non-existent antidepressant named Phucomol, reveals a truth about serotonin reuptake inhibitors. Q2 2020 hedge fund letters, conferences and...
Coronavirus, stimulus checks, investors, cramer

You’ll get $1,200 coronavirus stimulus checks in August: Mnuchin

We now know that the second round of stimulus checks will be part of the next stimulus package, dubbed the CARES Act 2, which...
systematic value investing

Euclidean 2Q20 Letter: Quantifying Margin of Safety

Euclidean Technologies commentary for the second quarter ended June 2020, titled, "Quantifying Margin of Safety." Q2 2020 hedge fund letters, conferences and more Although having recovered...
Apple Facebook second quarter earnings Amazon Apple Facebook McDonald 3M volatile earnings season current quarterly earnings

Apple And Facebook Shares Jump After Strong Earnings

Commenting on the strong earnings from Apple and Facebook, and today’s trading, Gorilla Trades strategist Ken Berman said: Q2 2020 hedge fund letters, conferences and...
Short Sellers Tesla

Short Sellers Take A $4.1 Billion Hit From Tesla In July

Short sellers "battered and bruised" as they take a $6bn hit from Amazon, Apple, Alphabet, AMD and Tesla in July  Q2 2020 hedge fund letters,...
tiktok black lives matter TikTok ByteDance Ban Huawei tiktok privacy concerns

Trump Bans Transactions With TikTok’s Owner ByteDance

Commenting on Trump's executive order to ban transactions with TikTok’s owner ByteDance and WeChat and today’s trading Gorilla Trades strategist Ken Berman said: Q2 2020...
Phase 1 deal

Phase 1 Trade Deal Compliance and Trump’s Re-Election Strategy

Following up on this write up from June 23rd regarding a phase 1 deal, we have revised our probability of a 'grand announcement' lower...
Biden Solar Stocks

If Biden Wins, Solar Stocks Could Go Ballistic

“We're not just going to tinker around the edges. We're going to make historic investments that will seize this moment in history.” Q2 2020 hedge...
Apple Market Capitalization

Apple Tops $2 Trillion Market Capitalization For The First Time

Commenting on Apple reaching $2 trillion market capitalization and today’s trading Gorilla Trades strategist Ken Berman said: Q2 2020 hedge fund letters, conferences and more Apple...

Unity Software: Breaking Down S-1 Filing

Unity Software released their S-1 filing yesterday morning. I spent the afternoon digging into the filing pulling out what I thought interesting, fascinating and...
H2 Mega Deals

Record Start To H2 Mega Deals; Tech Sector Dominates

The combined value of mega deals announced so far during the second half of 2020 is US$256.0 billion, a total only exceeded once in...
Third Point Offshore Investors

Dan Loeb On His Strategy $TPOU

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Dan Loeb on his strategy Third Point Offshore Investors...
Buffett Snowflake

Warren Buffett Investing $600 Million In Snowflake IPO

Whitney Tilson's email to investors discussing Warren Buffett investing roughly $600 million in the upcoming IPO of Snowflake. Q2 2020 hedge fund letters, conferences and...