hedgefundalpha.com
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https://hedgefundalpha.com/
Submission: On November 29 via manual from HK — Scanned from NL
Submission: On November 29 via manual from HK — Scanned from NL
Form analysis
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JOIN Hedge Fund Alpha TODAY! Search All Categories PREMIUM PREMIUM FEATURED STORIES BUSINESS FREE Investing All Categories * All Categories * PREMIUM * PREMIUM FEATURED STORIES * BUSINESS * FREE * Investing Featured Q3 2023 HEDGE FUND LETTERS – UPDATED NOVEMBER 28, 2023 28 November, 2023 Q3 2023 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, their investment... Read More THE 15TH ANNUAL INVEST FOR KIDS CONFERENCE [FULL COVERAGE] 28 November, 2023 Invest For Kids hosts an annual investment conference where top investment managers share their market views and best investable ideas. All of the proceeds from the conference go to... Read More Featured WARREN BUFFETT’S FAVORITE DEAL 28 November, 2023 "What's the best business you've ever invested in, and is there a favorite deal you've ever done," one student asked Warren Buffett in 2003 as part of a Q&A... Read More WARREN BUFFETT: INVESTING WITHOUT COMPLEXITY: A GUIDE TO LONG-TERM WEALTH CREATION 27 November, 2023 In his 1996 Berkshire Hathaway Annual Letter, Warren Buffett says to be successful at investing, you don’t need to understand complex concepts like beta, efficient markets, modern portfolio theory,... Read More GOLD MINERS ARE NOT WITHOUT RISK. BUT THE POTENTIAL UPSIDE IS ENORMOUS 28 November, 2023 On a routine day in the winter of 1993, workers at the Chehrabad salt mine in the Zanjan Province of Iran discovered a remarkably preserved corpse dating back to... Read More HOWARD MARKS: MARKET MADNESS: WHY STOCK PRICES FLUCTUATE MORE THAN EARNINGS 28 November, 2023 In his book Mastering the Market Cycle, Howard Marks discusses the madness of markets, and why stock prices fluctuate more than earnings. Here’s an excerpt from the book: If the... Read More DAVID EINHORN: WE’RE ON A ‘BUYERS STRIKE’ AMID GEOPOLITICAL TENSION 27 November, 2023 In his latest Greenlight Q3 2023 Letter, David Einhorn says he’s on a ‘buyers strike’ amid the current extreme levels of geopolitical tension which will lead to lower stock... Read More ARNOTT OPPORTUNITIES (CAYMAN) FUND OCTOBER 2023 COMMENTARY 24 November, 2023 Arnott Opportunities (Cayman) Fund commentary for the month ended October 31, 2023. Dear Jacob, The fund returned negative -2.72% for the month of October 2023. Net exposure averaged 40% long, while gross... Read More WEALTH BUILDERS’ DILEMMA: INVESTMENT BANKING VS HEDGE FUNDS 23 November, 2023 Investment banks and hedge funds are both financial entities. But, the similarities end there. They exist for different purposes, and their business models are not similar. More factors set... Read More CHARLIE MUNGER IN THE 1994: WHY WAL-MART WILL OUTSHINE SEARS 23 November, 2023 For many decades, Sears was the leading department store in America. Q4 2019 hedge fund letters, conferences and more If you’re looking for value stocks, and exclusive access to value-focused hedge... Read More WARREN BUFFETT: INVESTMENT RISKS: BEYOND NUMBERS – ASSESSING LONG-TERM PURCHASING POWER 23 November, 2023 In his 1993 Berkshire Hathaway Annual Letter, Warren Buffett explained why an investor’s primary concern should be whether their investment will provide enough purchasing power over time to compensate... Read More PRIVATE CREDIT FUNDS REPORT GROWTH IN ACTIVITY AS OTHER LENDING MARKETS RETRENCH 23 November, 2023 Private credit lenders lent an estimated US$333bn during 2022, a 60% year-on-year increase Growth in lending spearheaded by larger firms who account for 58% of total capital deployed ... Read More CHARLIE MUNGER ON BUILDING MULTIDISCIPLINARY SKILL FOR PROFESSIONAL SUCCESS 23 November, 2023 "Do broadscale professionals need more multidisciplinary skill?" that's the crucial first question Charlie Munger asked as part of a speech at the 50th reunion of Harvard Law School class... Read More RAY DALIO: THE RISKS OF US-CHINA MILITARY WAR HAVE DECLINED AND A NEW TYPE OF WAR HAS BEGUN 23 November, 2023 This will become more apparent at the upcoming Biden-Xi APEC meeting. To Be Clear on What I’m Giving You I know that I’m throwing you a lot of my posts about... Read More DAN LOEB: INVESTORS CAN FIND GREAT OPPORTUNITIES IN ‘BULLETPROOF’ SECURITIES 23 November, 2023 In his latest Q3 2023 Third Point Letter, Dan Loeb discussed how he’s finding many opportunities in improving credits with ‘bulletproof’ securities, boasting yields of 10%-13%, supported by seniority,... Read More MVST: EMPTY FACILITIES AND A HIDDEN GRANT LOSS: ANOTHER CHINA HUSTLE – J CAPITAL RESEARCH 22 November, 2023 J Capital Research's analyis of the U.S.-listed company Microvast Holdings Inc (NASDAQ:MVST). We think the majority of MVST’s sales may be fake. MVST's Chinese customers account for 57% of... Read More WARREN BUFFETT ON PROBABILISTIC INVESTING 21 November, 2023 Over the past seven decades, one basic principle has been at the core of Warren Buffett’s investing philosophy. Buffett has been using basic elementary probability to evaluate potential investments as... Read More BUY MICROSOFT ON SALES REBOUND 21 November, 2023 The Broad Market Index was up 2.24% last week and 68% of stocks out-performed the index. The upcoming Securities & Exchange Commission (SEC) filing update of annual financial statements will... Read More US RECESSION RISKS – THE FULCRUM AND SAHM MODELS 21 November, 2023 Main Points: Global asset markets have been heavily influenced in recent weeks by four important public statements by Fed Chair Jerome Powell, spanning the interval between the Federal Open... Read More MOHNISH PABRAI: FOCUS ON “GROWING PIES” NOT “DISCOUNT PIES” FOR THE BEST RETURNS 21 November, 2023 Writing in his first-quarter letter to investors of the Pabrai Investment Funds, Mohnish Pabrai explained that his investment strategy had changed significantly since the last global crisis. He wrote that... Read More BUFFETT’S $157 BILLION CASH PILE ISN’T AN OMINOUS SIGN 21 November, 2023 Everything in the world is relative, including Warren Buffett’s cash position. After Berkshire Hathaway Inc.’s third-quarter report on Saturday, investors and commentators made a lot of noise over the fact... Read More REVENUE STREAMS, POTENTIAL MASSIVE NEW AUDIENCE PULL PE INTO SPORTS SECTOR 21 November, 2023 Private equity and venture capital firms are taking the lead in investing in the global sports services arena in 2023, owing to the sector's diverse revenue streams and expanding... Read More DIVERSIFY YOUR PORTFOLIO: EXPLORING THE VARIOUS TYPES OF HEDGE FUNDS AND THEIR STRATEGIES 18 November, 2023 Hedge funds use a wide variety of approaches and strategies for investing. Based on their investment approach, goals, and securities that they employ they are classified into different types... Read More 12…1,930Next NEVER MISS A STORY! Subscribe to Hedge Fund Alpha Newsletter. We respect your privacy. Subscribe We won't send you spam. Unsubscribe at any time. This domain (hedgefundalpha.com) has not been approved for ads. 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