Yesterday’s ETF toppers are right now’s largest flops. SOURCE: Focus on Funds – Read complete story here.
How do you value a subscription business? [25iq] The logic of patience [Value Investor India] A take a look at BOFI Federal Savings: Annals of the Bank of Misery [SIRF] On the struggles of purchasing malls part 1 and part 2 [Adventures in Capitalism] America’s venerable food brands are struggling [WSJ] Inside Formula One’s (FWONK) […]
Short-term VIX futures monitoring exchange-traded funds flop once more. SOURCE: Focus on Funds – Read complete story here.
Whitney Tilson of Kase Capital Management gave a presentation on the 14th annual Value Investing Seminar in Italy on two shares: Alphabet (GOOG) and Facebook (FB). Tilson begins by doing a little bit of a autopsy on a name he made towards Google a while in the past. He factors out that the corporate enjoys […]
Internet shares noticed massive positive factors on Tuesday with Guggenheim China Technology, PowerShares Nasdaq Internet Portfolio and PowerShares Golden Dragon China Portfolio gaining greater than 2% apiece. SOURCE: Focus on Funds – Read whole story here.
David Einhorn‘s hedge fund agency Greenlight Capital is out with its second quarter letter. During the quarter, they misplaced four% and to date for the yr are down 2.eight% internet. Their common publicity was 111% lengthy and 79% brief. Their 5 largest longs in alphabetical order are: AerCap (AER), Bayer (Germany: BAYN), CONSOL Energy (CNX), […]
Short-term VIX futures-tracking exchange-traded funds have been among the many worst performers Monday. SOURCE: Focus on Funds – Read whole story here.
CNBC is reporting that Bill Ackman‘s activist agency Pershing Square Capital Management has bought $610 million value of Restaurant Brands (QSR) in a block commerce, promoting 10 million shares at $61 per share. After this commerce, Pershing would nonetheless personal 29 million shares of QSR utilizing the newest figures from their first quarter 13F submitting. […]
Ned Davis Research’s power strategist Warren Pies evaluations the primary half and points his outlook for the second. Why buyers may benefit from a reminiscence wipe. SOURCE: Focus on Funds – Read complete story here.
Ricky Sandler‘s hedge fund agency Eminence Capital has filed a 13G with the SEC relating to shares of Cornerstone OnDemand (CSOD). Per the submitting, Eminence now owns 5.four% of the corporate with over three million shares. This is a rise of 714,564 shares because the finish of the primary quarter once they owned 2.34 million […]