Stocks were up Monday after the announcement that President Biden was not seeking a second term. What is in store for the rest of the week? All of the major stock market indexes were up on Monday, fueled in part by the announcement that President Joe Biden would not seek… Continue reading Biden, Earnings, and Inflation: Big Week for Stock Market Ahead

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Dan Loeb’s letter to Third Point investors for the first quarter ended March 31, 2023, discussing his new positions in UBS Group AG (NYSE:UBS) and Alphabet Inc (NASDAQ:GOOGL). Dear Investor: During the First Quarter, Third Point returned -4.1% in the flagship Offshore Fund and -4.6% in the Ultra Fund. Assets… Continue reading Dan Loeb Buys UBS And Google [Full Q1 2023 Investor Letter]

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David Einhorn’s Q1 2023 letter to Greenlight Capital investors, discussing his long position in Kyndryl Holdings (NYSE:KD). Full letter here. Dear Partner: Greenlight Capital’s Performance The Greenlight Capital funds (the “Partnerships”) returned (1.3%)1 in the first quarter of 2023, net of fees and expenses, compared to a 7.5% return for… Continue reading David Einhorn Long Kyndryl Holdings: Greenlight Capital Q1 2023 Letter

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Greenlight Capital commentary for the third quarter ended September 30, 2022. See the full letter here. Dear Partner: The Greenlight Capital funds (the “Partnerships”) returned 4.0%1 in the third quarter of 2022, net of fees and expenses, and 17.7% for the first nine months of 2022, net of fees and… Continue reading David Einhorn: It’s Clear The Fed Wants To Deflate The Stock Market [Full Q322 Letter]

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Dan Loeb’s letter to Third Point investors for the third quarter ended September 2022, discussing the top five winners for the quarter. Dear Investor: During the Third Quarter, Third Point returned -3.2% in the flagship Offshore Fund. The top five winners for the quarter were Pacific Gas and Electric Co.… Continue reading Third Point 3Q22 Letter: Investing In Companies Trading At Bargain Basement Prices [Full Q3 Letter]

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Dan Loeb’s letter to Third Point investors for the first quarter ended March 2022, discussing the top five winners for the quarter; Shell PLC (NYSE:SHEL), EQT Corporation (NYSE:EQT), Macro A, Macro B, and Zendesk Inc (NYSE:ZEN). Dear Investor: During the First Quarter, Third Point returned -11.5% in the flagship Offshore… Continue reading Third Point 1Q22 Letter: Shell, EQT And Zendesk

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The 13th Annual Invest For Kids Conference which took place on November 4th, virtually. Our coverage of the conference can be found below. Q3 2021 hedge fund letters, conferences and more Invest For Kids hosts an annual investment conference where top investment managers share their market views and best investable… Continue reading 2021 Invest For Kids Conference Coverage: Zell, Snowcat, Emerson, Solstein And More

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David Einhorn discuses an increased bet on Sonos Inc (NASDAQ:SONO) and a new long position in a UK company in Greenlight Capital’s third quarter of 2021 investor letter. See the full PDF  version of the letter at the end of this post or here. More exclusive Q3 2021 hedge fund… Continue reading David Einhorn Warns Of Dangerous Inflation As He Ups Sonos Long [Greenlight Capital Q3 2021 Investor Letter]

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Hidden Value Stocks issue for the third quarter ended September 30, 2021, featuring interviews with SVN Capital’s Shreekkanth Viswanathan and Blue Tower Asset Management’s Andrew Oskoui. See Part 2 and Part 3 here. Introduction Welcome to the September 2021 (Q3) issue of Hidden Value Stocks. In this issue, we have… Continue reading HVS 3Q21: Interview With SVN Capital And Blue Tower Asset Management

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ValueWalk will be hosting its Actionable Small Cap Webinar on Friday, September 17th, 2021. It will be featuring David Schneider, Assistant Portfolio Manager/Analyst at Hoover Investment Management. Sign up for ValueWalk’s newsletter and stay upto date. Q2 2021 hedge fund letters, conferences and more Lakeland Industries, Inc. (NASDAQ:LAKE) – $22.31… Continue reading Lakeland: Move Over Delta, Meet Lambda

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