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Monday, August 10, 2020
Equinox Gold record high gold price

Massif Capital: Why you Need to Find the Next Equinox Gold

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Massif Capital commentary for the month of July, titled, "Why you Need to Find the Next Equinox Gold." Q2 2020 hedge fund letters, conferences and...
Apple Facebook second quarter earnings Amazon Apple Facebook McDonald 3M volatile earnings season current quarterly earnings

Troubling Signs In Second-Quarter Earnings

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Second-quarter gross domestic product fell 33% (on an annualized basis) according to the Commerce Department. It took years for the United States to claw...
Arquitos Capital PCOA

Arquitos Capital 2Q20 Commentary: Pendrell Corp (PCOA)

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Arquitos Capital Management commentary for the second quarter ended June 2020, discussing their unique position in a company named Pendrell Corp (OTCMKTS:PCOA). Q2 2020 hedge...
systematic value investing

Euclidean 2Q20 Letter: Quantifying Margin of Safety

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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...
Top 10 activist short calls that paid off big time in H1 2020

Top 10 activist short calls that paid off big time in H1 2020

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Here are the top 10 activist short calls in the first half of 2020 that paid off big time. Shorting is a challenging business, especially during a crisis
Aphria Stock Large Companies

Aphria Stock Tumbles 19%, Blames Covid To Cover Up Fraud

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Whitney Tilson's email to investors discussing Aphria Inc (NASDAQ:APHA) stock tumbles 19 percent, the company tries covering up its fraud; Large companies in the...
Quintessential Grego Allergan

When Quintessential Capital Talks Markets Respond

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ValueWalk will hold the next Contrarian Investor Virtual Conference on Aug. 11, and Gabriel Grego of Quintessential Capital will be among those presenting new...
Force Compound Interest

The Power of the Force: Compounding

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The following is an excerpt from Mark Tobak MD's book, titled, "Anyone Can Be Rich!: A Psychiatrist Provides the Mental Tools to Build Your...
TMF

An Inauspicious Sign

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Image via Twitter. Q2 2020 hedge fund letters, conferences and more An Inauspicious Top Name I included the tweet pictured nearby, by Holger Zschäpitz, in my previous post...
Prince Alwaleed John Griffin Michael Larson Prince Alwaleed Peter Cundill famous investors CAPE Metric Structured Outcome ETF Vail Resorts 2020 proxy season hedge funds june Joys of Compounding Quintessential America Online CAPE level DOL proposal Equity Market Structure Tech Sector Stronger Producer Price Index Invest Locally Long Term investing goals

“America Online 2.0” Has Arrived: Here’s What to Expect

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George Bertoty was ready to enjoy retirement. His kids were all grown up, and it was time to sell the family home. George was eager...
Prince Alwaleed John Griffin Michael Larson Prince Alwaleed Peter Cundill famous investors CAPE Metric Structured Outcome ETF Vail Resorts 2020 proxy season hedge funds june Joys of Compounding Quintessential America Online CAPE level DOL proposal Equity Market Structure Tech Sector Stronger Producer Price Index Invest Locally Long Term investing goals

Considering Valuations Does Not Make a Stock Investor More Fearful

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There are a lot of things that Buy-and-Holders say about you once you abandon the strategy and become a public advocate of long-term market...
buying Nikola Tesla auto industry Polestar 2 Tesla price discount Tesla Global Unit Market Share Tesla Level 5 Autonomous Driving Top 10 most valuable automakers and automobile brands

Polestar 2 Autos Pose Serious Challenge To Tesla?

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Whitney Tilson's email to investors discussing Tesla owner comments; More info on Polestar 2; How Tesla defined a new era for the global auto...
Shopify SHOP

Shopify Inc (SHOP) Is Seizing an $80 Billion Pot of Gold

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I’m about to show you the most important table in all of investing. Please look at it closely. Q2 2020 hedge fund letters, conferences and...
buying Nikola Tesla auto industry Polestar 2 Tesla price discount Tesla Global Unit Market Share Tesla Level 5 Autonomous Driving Top 10 most valuable automakers and automobile brands

Tesla Today Has Just 0.5% Of Global Unit Market Share

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Whitney Tilson's email to investors discussing Tesla Inc (NASDAQ:TSLA)'s global unit market share; Volkswagen having issues with its ID.3 electric vehicle. Q2 2020 hedge fund...
Amazon Tesla

Amazon And Tesla: Insanity Defense

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Screen capture via Twitter.  Q2 2020 hedge fund letters, conferences and more Amazon And Twitter: Insanity Defense Earlier this week, CNBC's "Mad Money" host Jim Cramer tweeted...
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