CWA Local 1400’s Alphabet Workers Union filed Unfair Labor Practice charges on Thursday alleging that Google contractor Modis Engineering prohibited…
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EBAY Popping to New High and Unlocking More Upside Potential
One of my routines to gauge the current market action is to start at the Stockcharts.com Dashboard and take a…
Continue ReadingFarnam Street Investments January 2021 Commentary: Non-Ergodicity And Investing
Farnam Street Investments commentary for the month of January 2021, discussing non-ergodicity and investing. Get Our Activist Investing Case Study!…
Continue ReadingJDP Capital Management 2020 Annual Partnership Letter: Long Stone, Roku, Spotify
JDP Capital Management annual partnership letter for the year ended December 31, 2020, providing a commentary on our largest positions…
Continue ReadingAlta Fox Opportunities Fund 4Q20 Commentary: Activism/Corporate Governance
Alta Fox Opportunities Fund commentary for the fourth quarter ended December 31, 2021. Get The Full Henry Singleton Series in…
Continue ReadingGoldman January Payrolls Preview
A few brief excerpts from a note by Goldman Sachs economist Spencer Hill: We estimate nonfarm payrolls rose 200k ……
Continue ReadingThe New RWE: A European Utility Transition – Massif Capital
Massif Capital believes that ESG investing has been misunderstood and mischaracterized (see our recent white paper: Failure to Impact). Rather…
Continue ReadingStarvine Capital 2H20 Commentary: Shiller PE Ratio Looks a Little Scary
Starvine Capital Corporation commentary for the second half ended December 2020, discussing the thoughts of Mr. Market and revisiting the…
Continue ReadingGeneral Motors To Go All-Electric By 2035
Whitney Tilson’s email to investors dicussing Mark Spiegel’s January letter on Tesla; General Motors is counting on your loving electric…
Continue ReadingHow The King Of SPACs “Clover Health” Misled Investors
Clover Health Investments Corp (NASDAQ:CLOV): How the “King of SPACs” Lured Retail Investors Into a Broken Business Facing an Active,…
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