On January 4th BOK Financial (BOKF), PacWest Bancorp (PACW) and super regional bank SVB Financial (SIVB) all received analyst upgrades.…
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New S&P Tech M&A Analysis: A Trillion-Dollar Run Rate
According to a newly released analysis from S&P Global Market Intelligence – after plummeting in the early days of the…
Continue ReadingTech Sector Struggles, Tesla Rebounds
Commenting on the struggling tech sector and today’s trading Gorilla Trades strategist Ken Berman said: Get The Full Series in…
Continue ReadingHirschmann Partnership Up 52 Percent In ’20; Warns Of US RE Bubble
Hirschmann Partnership letter to investors for the year ended December 31, 2020. Get The Full Warren Buffett Series in PDF…
Continue ReadingLong Days, Short Years
With another year in the books, we think it is a good time to provide an update on our rules-based…
Continue ReadingGreenWood Investors: Merging Management & Ownership
GreenWood Investors’ interview with Sir Martin Sorrell of S4 Capital, titled, “Merging Management & Ownership.” Get The Full Ray Dalio…
Continue ReadingTrident Fund LP December 2020 Commentary
Trident Fund LP commentary for the month ended December 2020. Get The Full Ray Dalio Series in PDF Get the…
Continue ReadingWhat MacKenzie Scott Can Teach Us About Wealth in The Time of Covid
What MacKenzie Scott Can Teach Us About Wealth in The Time of Covid: Interview with David Wells, Consultant, Advisor to…
Continue ReadingSEIU Asks For The Invalidation Of Proposition 22
Today SEIU California, SEIU international, and individual drivers and a consumer filed a petition in the California Supreme Court, asking…
Continue ReadingEvent-Driven Monitor
Dear Friends, Over the years, I have frequently traded Event-Driven situations, dozens of which I have profitably profiled on this…
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