Monday, February 27, 2023

Ted Weschler’s Last Letter To Peninsula Capital’s Investors

Ted Weschler's Last Letter To Peninsula Capital's Investors

Warren Buffett started managing money in the 1950s, and by the early 1970s, he had taken control of Berkshire Hathaway, the struggling textile business he has since grown into one of the world's largest corporations. The core of Berkshire has always been its investment portfolio. Until 2010 this was managed solely by Buffett, with occasional […] Read More

Activist Investor Engine No. 1 Launches Supply Chain ETF

Engine No. 1's latest exchange-traded fund will focus on companies seeking to bring their operations closer to home after the pandemic upended global supply chains. Q4 2022 hedge fund letters, conferences and more Read More

The 10 Biggest Technology Companies With An Over 30% Net Margin

Investors are always on the lookout for stocks that deliver profits consistently. When talking about profits, there is no better metric than the net profit margin. A company with a high net margin is considered to be more efficient in converting sales into real profits. Moreover, a company regularly making profits is in a better […] Read More

You Must Make the World a Better Place Because the Woke ESG Movement Won't

Would you include an oil company in your environmentally, socially, and governance (ESG) friendly portfolio? Would you consider a tobacco company? What about a weapons manufacturer? Would you have any concerns about adding Coca-Cola to your ESG portfolio? Read More

ValueWalk's March 2023 Hedge Fund Interactive Newsletter: Hedge Fund Numbers Top 30,000

Welcome to our latest issue of ValueWalk's hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. We have implemented a new interactive design for the monthly newsletter, we think you will enjoy it. You can still find the regular PDF version below if you prefer that, […] Read More

Michael Burry: Investors Who Turn Over The Most Stones Will Find The Most Success

In his 2001 Scion Capital Letter, Michael Burry says investors who turn over the most stones will find the most success. Here's an excerpt from the letter: Q4 2022 hedge fund letters, conferences and more Read More

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