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Tuesday, August 4, 2020
Singer COVID-19 Activist Hedge Funds and Other Institutional Investors Paul Singer Elliott Associates Elliott Management Cabela's Activists Activism hedge funds investors activist campaigns Walter Schloss

Paul Singer: COVID-19 effects run deeper than most realize

The coronavirus pandemic has changed the world in just a few short months. Social distancing and other measures have ground the global economy to...
ESG Covid invest stock market value investing work modern portfolio SMAs remote investing selling pressure proxy fights involving Price Crash board seats activist short seller Top 10 best investing blogs you should read in 2020

How Can We Be Sure That Value Investing Will Continue To Work?

(Note: This was adapted from an answer to a prospective client’s question that I answered in the Q2 2020 letter to limited partners of...
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Pershing Square Tontine Holdings Raises Its IPO Target

What will activist investing look like in the second half of 2020? That is the question that we’ve been asking ourselves this week, with...
GSX Techedu Inc bankruptcy bubble dotcom and unicorn bubbles

GSX Techedu Inc (GSX) Is An Obvious Bubble

Whitney Tilson's email to investors discussing the bursting of the bankruptcy bubble; GSX Techedu Inc (NYSE:GSX) is an obvious bubble and likely near-total fraud;...
coronavirus, stimulus checks, Retirees, qualify, rmd

Did The Market Actually Recover From COVID-19…??? oject Zimbabwe

Here’s the head-scratcher; On one side, we have wave 2 of COVID-19, complete with new restrictions in multiple counties and states. Roughly 30 million...
Learned Charlie Munger Become A Millionaire Untested Ideas fundamental algorithm incentives Top 10 oldest billionaires in the world

How To Become A Millionaire

Charlie Munger taught me that in order to reach a certain goal, I need to invert. In other words, once I identify my end...

Fastenal Company: Why Being Cheap Works As a Business Strategy

Fastenal Company (NASDAQ:FAST) is one of the best-performing stocks of the past decade. Since the beginning of January 2010, shares in the industrial distribution...
American Software

How to Spot a Winner – American Software

The Broad Market Index was up 1.76% last week and 23% of stocks out-performed the index. With the recent SEC filing update only 2%...
GTT Communications Inc insurance carriers at&t

Anonymous Analytics: Buy GTT Shares

Anonymous Analytics out with a strong buy on GTT - see the full thing below. The last three weeks have been an interesting ride for...
Portland General Electric Employee Stock Purchase Plans news sentiment data stock market failure HAL Economic Realities BAC Shares CFDs Bank Ozk counter intuitive

Buy-and-Hold Is Both Intuitive and Counter-Intuitive at the Same Time

I have made it my life’s work to persuade people to question the Buy-and-Hold concept and I have found that it is not an...
Tesla market share Analysis Tesla tesla stock bubble

Tesla Gaining Market Share; Stock Jumps 10%+

Whitney Tilson's email to investors discussing Tesla Inc (NASDAQ:TSLA) stats; You cold; Elon Musk's big tech bubble ride isn't forever; Tesla continues to gain...
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Two Cheap Dividend Stocks Raising Dividends Last Week

Welcome to another edition of my weekly review of dividend increases. Q2 2020 hedge fund letters, conferences and more I follow this process in order to...
Tesla market share Analysis Tesla tesla stock bubble

Tesla Analysis: Raising Equity And Capital

Whitney Tilson's email to investors sharing his friend's analysis of Tesla Inc (NASDAQ:TSLA). Q2 2020 hedge fund letters, conferences and more A Friend's Analysis Of Tesla: It’s...
Alexion Pharmaceuticals

Alexion Pharmaceuticals: Growth At A Reasonable Price (GARP)

Introduction I find it very interesting that Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN) after going public in 2001, did not generate their first profit until December 2008....

Greensill, Softbank And Cooking the Books

 This month’s blog is a little different — it’s co-written with my friend Marc Rubinstein. Marc is a highly talented analyst, ex Lansdowne Partners...