Lakewood Capital Shorts; Sohn In Depth; Podcast; Dividends And More

ValueWalk Daily Free Newsletter - Everything Hedge Funds and value investing | [View Online]( We are still reformatting the newsletter please bear with us while we perfect it, which should be any day!. [Free "dummies guide" to trading options.]( [sponsor] Free Fibonacci Session Live with An Expert Trader Join us for a live expert session where an elite trader explains how to use the Golden Ratio to plan your trades, find hidden market trends, and uncover hidden profit potential. [Register today to reserve your spot!]( [Download now.]( [Lakewood Capital Shorts Include Ligand, iRhythm, Tesla, Celltrion, Aurora Cannabis, PRA Group and Canopy Growth]( The first quarter of 2018 is in the books, and hedge fund managers are now starting to release their quarterly letters to investors. The quarter was a difficult one for hedge funds across the board, and Lakewood Capital is no exception. The fund was down 3.4% for the quarter that ended on March 31. The post [Lakewood Capital Shorts Include Ligand, iRhythm, Tesla, Celltrion, Aurora Cannabis, PRA Group and Canopy Growth]( appeared first on [ValueWalk Premium](. [VALUETALKS – Everything China With Anne Stevenson-Yang]( Today I have a very special guest. Anne Stevenson-Yang is the Co-founder and Research Director of J Capital Research. She co-founded J Capital back in 2007. Some of the areas she covers are solar, internet, medical devices, property, and China’s […] The post [VALUETALKS – Everything China With Anne Stevenson-Yang]( appeared first on [ValueWalk](. [Northwest Natural Gas: A Sleep Well At Night Dividend King]( Northwest Natural Gas (NWN) has a track record of dividend increases that puts it in very exclusive company. NWN has increased its cash dividend for more than 60 consecutive years, making NWN one of just a handful of companies in […] The post [Northwest Natural Gas: A Sleep Well At Night Dividend King]( appeared first on [ValueWalk](. [DoubleLine – Loan Survivor]( DoubleLine Floating Rate webcast hosted by Robert Cohen and Phil Kenney, for the month of April 2018, titled, “Loan Survivor.” Q1 hedge fund letters, conference, scoops etc TAB I – Market Overview U.S. Conference Board Leading Economic Indicator Source: Bloomberg, […] The post [DoubleLine – Loan Survivor]( appeared first on [ValueWalk](. [John Pfeffer Sohn 2018 – Bitcoin 70k Presentation]( John Pfeffer detailed notes from the 2018 Sohn Conference, discussing the value of Bitcoin. Q1 hedge fund letters, conference, scoops etc Premium coverage on the 2018 Sohn Conference in NY can be found here Sohn Conference 2018 main event here […] The post [John Pfeffer Sohn 2018 – Bitcoin 70k Presentation]( appeared first on [ValueWalk](. Free #1 Trading Tactic -- Price Pattern Trading [Sponsor] Brand-new special report you can download immediately. It's called the "Ultimate Guide to Price Pattern Trading." If you've ever wanted to read the markets like a crystal ball and not use old, tired, over-used technical indicators than this is for you. Imagine trading at the lowest risk entry points, way ahead of typical lagging indicators. [Grab your free download now.]( [Nathanial August Short EROS – 2018 Sohn Conference Detailed Notes]( Nathanial August’s detailed notes from the 2018 Sohn Conference, discussing his new short Eros International plc (NYSE:EROS). Q1 hedge fund letters, conference, scoops etc Premium coverage on the 2018 Sohn Conference in NY can be found here Sohn Conference 2018 […] The post [Nathanial August Short EROS – 2018 Sohn Conference Detailed Notes]( appeared first on [ValueWalk](. [David Einhorn Short Assured Guaranty Ltd. (AGO) – 2018 Sohn Conference Detailed Notes]( David Einhorn’s detailed notes from the 2018 Sohn Conference, discussing his new short Assured Guaranty Ltd. (AGO). Q1 hedge fund letters, conference, scoops etc Premium coverage on the 2018 Sohn Conference in NY can be found here Sohn Conference 2018 […] The post [David Einhorn Short Assured Guaranty Ltd. (AGO) – 2018 Sohn Conference Detailed Notes]( appeared first on [ValueWalk](. [Investors Management Corporation 2017 Annual Letter – Investing Like an Industrialist]( Investors Management Corporation annual letter for the year ended December 31, 2017. Long-time readers are likely familiar with Connor Leonard, but for those who don’t know him, Connor is a good friend of mine who runs the public securities portfolio […] The post [Investors Management Corporation 2017 Annual Letter – Investing Like an Industrialist]( appeared first on [ValueWalk](. [Flash Global PMI Points To Higher Yields Ahead]( This week we’re looking at some fresh flash economic data. The Markit flash PMIs. Using GDP weights we can construct a “global flash PMI” and the reason for doing so will become obvious very quickly… and given the dynamics playing out in global markets right now this article is particularly timely. Connecticut Facing Fiscal, Demographic and Economic … The post [Flash Global PMI Points To Higher Yields Ahead]( appeared first on [ValueWalk Premium](. [T-Bill/10 Year UST Spread Forecasts A Continuing Expanding Economy]( “Davidson” submits: The post [T-Bill/10 Year UST Spread Forecasts A Continuing Expanding Economy]( appeared first on [ValueWalk Premium](. [Dividend King: California Water Service Group]( Water is one of the basic necessities of human life. This simple fact provides for just about the most secure business model one can find—water utilities. Q1 hedge fund letters, conference, scoops etc ValueWalk readers can click here to instantly […] The post [Dividend King: California Water Service Group]( appeared first on [ValueWalk](. [The Longest Business Cycle In History?]( Original article by UPFINA The U.S. stock market is in a 9 year bull market which makes many investors skeptical of the continued likelihood of market out performance. However, simple looking at the length of time without accompanying data to […] The post [The Longest Business Cycle In History?]( appeared first on [ValueWalk](. [Over $7.5 Trillion In Debt That’s Highly Vulnerable To Rising Rates]( The 10-year interest rate hit the critical level of 3% this morning. And this is the highest level it’s been since 2014 – four years ago. . . A couple months back, I highlighted the correlation of the rise in the Fed […] The post [Over $7.5 Trillion In Debt That’s Highly Vulnerable To Rising Rates]( appeared first on [ValueWalk](. [Indonesian Retailer With A Large Portfolio Of Western Brands]( Background PT Mitra Adiperkasa Tbk was founded in 1995 and focuses on both retail and wholesale of a variety of consumer products, including clothing, toys and sports equipment. The post [Indonesian Retailer With A Large Portfolio Of Western Brands]( appeared first on [ValueWalk Premium](. [Store Closures Set To Accelerate This Year]( The following is a summary of our recent FS Insider podcast, “Retail Apocalypse Picking Up Steam, Says Bloomberg’s Matt Townsend,” which can be accessed on our site here on iTunes here. The post [Store Closures Set To Accelerate This Year]( appeared first on [ValueWalk Premium](. [Parker-Hannifin: A Dividend King With A Bright Future]( Parker-Hannifin (PH) is in very exclusive company when it comes to its dividend track record. PH has paid quarterly dividends to shareholders for the past 68 years consecutively, and it has raised its dividend for 61 years running. Q1 hedge […] The post [Parker-Hannifin: A Dividend King With A Bright Future]( appeared first on [ValueWalk](. [My 5 Favorite Evil Corporations]( Give thanks to the corporations that have made our modern lives amazing. Q1 hedge fund letters, conference, scoops etc Uber Everyone loves to hate Uber, but there are few companies that have made the world so much better in such […] The post [My 5 Favorite Evil Corporations]( appeared first on [ValueWalk](. [SJW Group: Is This Small Cap Dividend King Attractive Here?]( Companies that have at least 50 years of dividend growth are considered Dividend Kings. You can read more about this select group of companies here. Dividend growth investors won’t be surprised to find large cap names like Johnson & Johnson […] The post [SJW Group: Is This Small Cap Dividend King Attractive Here?]( appeared first on [ValueWalk](. [American States Water: A Dividend King With A Strong Moat]( The list of the so called Dividend Kings consists of the companies that have managed to increase their dividends annually for at least 50 years in a row. You can see the full list of all 25 Dividend Kings here. […] The post [American States Water: A Dividend King With A Strong Moat]( appeared first on [ValueWalk](. [Hedge Fund Managers Discuss Their Best Idea At Sohn – Interviews]( Social Capital CEO Chamath Palihapitiya speaks with CNBC’s Kelly Evans at the Sohn Conference about Box being his best investment idea for the year, as well as the growth of big data and consumers’ privacy rights. Q1 hedge fund letters, […] The post [Hedge Fund Managers Discuss Their Best Idea At Sohn – Interviews]( appeared first on [ValueWalk](. --------------------------------------------------------------- [Free "dummies guide" to trading options.]( [sponsor] Free Fibonacci Session Live with An Expert Trader Join us for a live expert session where an elite trader explains how to use the Golden Ratio to plan your trades, find hidden market trends, and uncover hidden profit potential. [Register today to reserve your spot!]( If you think others would find this useful, please share it with them – we’d really appreciate it Share: [facebook]( [twitter]( [google]( [linkedin]( [SU]( [Follow ValueWalk on Twitter]( | [Friend ValueWalk on Facebook]( Copyright © 2017 VALUEWALK LLC. All rights reserved. 295 Madison Ave, 12th Floor New York City NY 10017 USA @ VALUEWALK LLC 2017 - All Rights Reserved [Unsubscribe]( | [Change Subscriber Options](