After 104% Return In 2017, Madera Technology Up 37% In 2018

Hello 1, ​ please check out the top stories from ValueWalk below! By popular demand - A special deal from ValueWalk exclusively for our email readers... New Year's gift - only for readers subscribed to either our weekly or daily free newsletter -20% off!!! Ends 2/15 or after next 20 subs subscribe whichever comes first [Click right here to get your exclusive discounted rate!](=) [After 104% Return In 2017, Madera Technology Up 37% In 2018](=) Madera Technology Master Fund commentary for the fourth quarter ended December 31, 2018, titled, "I've Done My Sentence, But Committed No Crime." Q4 hedge fund letters, conference, scoops etc Dear Partner, Madera Technology Master Fund returned 37.7% I’ve paid my dues, time after time I’ve done my sentence, but committed no crime And bad . .. [Read More](=) [Charles Munger: Munger’s Rule!]() Every time we listen to Charles Mungers’ famous speech titled – The Psychology of Human Misjudgement, we learn something new. One example is Munger’s example of the problem with having a ‘Board of Directors’ in American companies, saying: Q4 hedge fund letters, conference, scoops etc Finally the institution . . . SORRY! This content is .. [Read More]() [Carlson Capital Has “Frustrating Year” Bets On Momentum Breaking In 2019 As Everything Crashes](=) Clint Carlson's flagship hedge fund reported its worst year on record in 2017. Carlson Capital's Black Diamond Thematic fund lost 22.1% in 2017, substantially underperforming both the wider market and the rest of the hedge fund industry. Q4 hedge fund letters, conference, scoops etc For more up-to-date hedge fund content, and exclusive access to value-focused hedge .. [Read More](=) [Hayden Capital 4Q18 Commentary]() Hayden Capital commentary for the fourth quarter ended December 31, 2018. Q4 hedge fund letters, conference, scoops etc Dear Partners and Friends, The past few months were tough on our portfolio. Out of the 50 months we’ve been in business, our worst and second worst monthly performance came in December and October respectively. While we .. [Read More]() [Rate My Investor Seeks To Turn The Tables On Venture Capital Funding](=) Serial entrepreneur Austin Stofer has the battle scars that can come from being squeezed and stretched through what can seem like a venture capital torture chamber. He knows first-hand how draining it can be to focus the limited resources on pitching investors, having been promised money only to be “ghosted,” not hearing from the investors after .. [Read More](=) [Bonhoeffer Capital Management 4Q18 Commentary]() Bonhoeffer Capital Management commentary for the fourth quarter ended December 31, 2018. Q4 hedge fund letters, conference, scoops etc Dear Partner, Bonhoeffer returned -17.9% net of fees in 2018, compared to -14.1% for the MSCI ACWI ex-US, our international benchmark. In the fourth quarter, Bonhoeffer slightly outperformed the index, declining by 11.4% compared to the .. [Read More]() [This Equity Hedge Fund’s Q4 Returns Are Among The Best We’ve Seen]() The fourth quarter of 2018, especially December, is shaping up to be a sort of measuring stick for hedge fund returns. We’ve been keeping track of the relatively short list of equity funds which posted positive returns for December and for the fourth quarter. Q4 hedge fund letters, conference, scoops etc . . . SORRY! .. [Read More]() [Horos Asset Management 4Q18 Commentary: The importance of learning from mistakes]( Horos Asset Management commentary for the fourth quarter ended December 31, 2018. Q4 hedge fund letters, conference, scoops etc Dear co-investor, We end a year that has marked the beginning of a very exciting project for all of us who make up the Horos team. It has been a tough but very rewarding start, demanding .. [Read More]( [Last UPDATED 2/4 21:31 EST (Or MORE RECENTLY) Q4/H2/Annual Hedge Fund Resource Archive – Letters, Conferences And More Exclusive And Curated Content]() This page was just created on January 1st 2019 it will be updated a LOT for the next 90 plus days! However, we already have a lot of coverage especially of conferences for Q4 as of today 1/1/19!! As a reference in Q3 18 i updated the page about 155 times or much more than .. [Read More]() [Global Allocation Fund January 2019 Commentary “now Central Banks are achieving the task, but we cannot help to see that the way travel from Central Banks to car dealers keeps been a little too long…”]( Global Allocation Fund commentary for the month ended January 31, 2019. Q4 hedge fund letters, conference, scoops etc January has been the best month for equities in the last seven years. The panic reached at the end of December and the clearly oversold condition of markets have been the main . . . SORRY! This .. [Read More]( Option Trades For the Next 90 Days I've traded Everything for over 20 years and I've never found anything that makes more sense or profits than trading options. I've put together a 'Must Have' Strategy List to use on your journey—and it's yours FREE. [It's Completely Free, Download Your Copy Here]() Sponsored --------------------------------------------------------------- [Not interested in any of the above or need more? Check out thousands more articles and our chat room by clicking right here - or the button below our address for free content]( [Curated free content from ValueWalk here]( If you liked our email we greatly appreciate you sharing it with colleagues, visiting our sponsor/s (as labeled as such if it interests you of course), or becoming a premium member. We value your privacy, if you no longer want to receive messages please click unsubscribe below and you will never hear from us again. (C) VALUEWALK LLC 2011-2019 [Unsubscribe]( | or [You can update email preferences and frequency here]() | 295 Madison Avenue 12th floor, New York, NY 10117