The reason I’m posting COVID data is this matters for the economy. From the FOMC statement today: “The path of…
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GDS Investments 2020 Annual Letter: Long First Solar
GDS Investments letter to investors for the year ended December 31, 2020, discussing their biggest performance contributors Berkshire Hathaway, BYD…
Continue ReadingShort-Squeeze Led A Textbook Selloff In Stocks
Commenting on the historic short-squeeze on Wall Street and today’s trading Gorilla Trades strategist Ken Berman said: Get The Full…
Continue Reading5 Threats To Your Retirement Security And How To Protect Yourself
“Recent studies and surveys show that pre-retirees and retirees fear these five threats to their retirement finances most – and…
Continue ReadingAlimentation Couche-Tard: Cheap Quality Compounder Or Gasoline Dinosaur?
Alimentation Couche-Tard: Cheap Quality Compounder Or Gasoline Dinosaur? by Value And Opportunity Q4 2020 hedge fund letters, conferences and more…
Continue ReadingBlack Bear Value Partners LP 2020 Letter: Long Texas Pacific Land Trust
Black Bear Value Partners LP annual letter to investors for the year ended December 31, 2020. Get The Full Warren…
Continue ReadingFirst Eagle Global Value 2020 Annual Letter
First Eagle Global Value annual letter to investors for the year ended December 31, 2020. Get The Full Warren Buffett…
Continue ReadingGold Prices Pressured By The Fed Meeting, U.S. Dollar
Gold prices fell during and after the Fed meeting on Wednesday. Federal Reserve Chairman Jerome Powell left interest rates unchanged…
Continue ReadingWhat You Can Learn From the Insane GameStop Short Squeeze
I’ve seen a lot of crazy stocks in my day, but nothing quite like GameStop (NYSE: GME). Could this be…
Continue ReadingLBO Loans Pricing Remains Elevated As Buyout Activity Recovers In Q4
Mergermarket and Debtwire released a comprehensive overview of US buyout activity and LBO financing trends, including extensive advisory league tables.…
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