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Bretton Fund 1Q21 Commentary: Gap Inc

Bretton Fund commentary for the first quarter ended March 31, 2021, discussing their new position in Gap Inc (NYSE:GPS). Q1 2021 hedge fund letters, conferences and more Dear Fellow Shareholders: The Bretton Fund’s net asset value per share (NAV) as of June 30, 2011, was $16.55, and the total return for the fund for the […]

London Trails Paris And New York For Property Prices

Research by Astons, the international experts on real estate, residency and citizenship has revealed that London trails New York, Beijing and Paris when it comes to property prices surrounding famous landmarks. Q1 2021 hedge fund letters, conferences and more Property Prices Surrounding Famous Landmarks Astons analysed property prices surrounding 11 famous landmarks across the global […]

Worm Capital 1Q21 Commentary

Worm Capital long/short equity growth strategy and long-only equity strategy commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more Dear Partners, In Q1 2021, our long/short equity growth strategy returned -16.92% net of fees, and our long-only equity strategy returned -7.10%. This was compared to the S&P […]

2021 Sohn Investment Conference Featuring Einhorn, O’Shaughnessy And More

The 2021 Sohn Investment Conference will be held virtually on May 12, 2021 and Valuewalk will be covering the event. Stay tuned for our in-depth coverage! Q4 2020 hedge fund letters, conferences and more Check out our coverage of the 2020 Sohn Hong Kong Conferences here. All proceeds from The 2021 Sohn Investment Conference will […]

What Can Warehouses Now Do to Minimize Suez Canal Damage

The Suez Canal is moving again but another bottleneck in the supply chain remains, this one in Southern California. According to media reports, 24 container ships – with a combined maximum carrying capacity nearly 10 times that of the Suez Canal ship – were anchored off the coast waiting for space at the ports of […]

Elon Musk’s Favorite Books

We were compiling a list of Elon Musk’s favorite books because Amazon is likely to have good deals on books in the coming days (last year they had $5 off $15 of books) so we wanted to add Elon to our book recommendation list (see menu bar and here for example). Love or hate Tesla […]

Look Ahead To FTSE 350 Companies Reporting From 12 To 16 April

JD Sports Fashion PLC (LON:JD) (OTCMKTS:JDSPY) will tell us whether the last few months have changed guidance Q1 2021 hedge fund letters, conferences and more LVMH Moet Hennessy Louis Vuitton SA (FRA:MOHF) (OTCMKTS:LVMUY)  may offer a strategic game plan for its controversial Tiffany’s acquisition Tesco PLC (LON:TSCO) (OTCMKTS:TSCDY) could shed some light on margin expectations […]

8 Ways To Boost Property Value And Increase Kerb Appeal

When it comes to selling your home, first impressions certainly count. Properties with high kerb appeal are guaranteed to have better luck on the market, with potential buyer’s keen to conduct a viewing. Neat spaces induce greater kerb appeal and boost a home’s value – the best part is, you don’t necessarily need to spend […]

Warren Buffett’s Mistake Of Selling Of Bank Stocks

Whitney Tilson’s email to investors discussing Warren Buffett’s $10 Billion mistake and the importance of thinking independently; robotics; the first mobile phone call. Q1 2021 hedge fund letters, conferences and more Warren Buffett’s $10 Billion Mistake 1) Nobody is a greater admirer of Berkshire Hathaway (BRK-B) CEO Warren Buffett than I am… But that doesn’t […]

Increased Trading Means It’s Time To Up Your Employee Trade Monitoring Game

Trading today is more accessible than ever before. The Robinhood trading app officially launched in March 2015, and headlines from 2020 indicate that it’s already handling more trading volume than rivals Charles Schwab and E-Trade combined. Robinhood also spurred the move toward commission-free trading, which has become industry standard as a result. [soros] Q1 2021 hedge fund […]

A Hypothesis For A Bitcoin ‘Triple Top’ In 2021

From sovereign wealth funds jumping in, to multiple Bitcoin ETFs in the works, there is a growing sense something important is going on and that perhaps mainstream adoption is just around the corner. Q1 2021 hedge fund letters, conferences and more There is so much to focus on out there but you only need to […]

Mason Versluis, aka “Crypto Mason” Analyzes Institutional Investment Impact on Cryptocurrencies

Cryptocurrency was crowned as the top-performing asset class for 2020-2021- seeing a nearly 800% ROI. Ethereum- the world’s second most popular cryptocurrency after Bitcoin, recently reached over $2,000 and hit an all-time high Q4 2020 hedge fund letters, conferences and more In light of the prolific amount of institutional investment that the Cryptocurrency Market has […]

How Bill Hwang Blew Up His Archegos Fund

Whitney Tilson’s email to investors discussing how Bill Hwang blew up his Archegos hedge fund; ARK Invest’s new space ETF; newsletter from the Nasdaq peak;how to file for a recovery rebate credit. Q4 2020 hedge fund letters, conferences and more How Hwang Blew Up His Archegos Fund 1) My colleague Enrique Abeyta and his analyst […]

Pennon Group – A Busy Summer Ahead

Pennon Group plc (LON:PNN) (OTCMKTS:PEGRF) today released a trading update showing the group is on track to meet expectations for the current year to Mar 31st.

Where Did Amdocs’ Profits And Auditors Go?

Jehoshaphat Research is short Amdocs Limited (NASDAQ:DOX). Q4 2020 hedge fund letters, conferences and more Today, we reveal the results of a months-long investigation into what we believe is a massive financial deception taking place at Amdocs (DOX). The information we are revealing has never before been seen by investors. We have gathered extensive evidence […]