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= [My No. 1 Pot Stock in America (It's $3 and Could Go Sky-High)](=)
[This company is on the verge of growing from 19 stores to as many as 136 stores nationwide. â¨â¨Sales look to grow to $612 million, eight times bigger than Canada's top pot stock (which trades for $64).â¨](=)
[Oreoâs Marketing Strategy]()
Oreo is one of those brands that almost everyone knows and likes it. The sandwich cookie was introduced in 1912 on a Nabisco bakery in New York City and now they are the best-selling cookies in the United States generating approximately $1.5 billion in global annual revenue. The Oreo biscuits firstly were originated in two [â¦]
[Alphyn Capital Management 2Q19 Commentary: Long These Small Cap Compunders](
Alphyn Capital Managementâs letter to investors for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Performance The model portfolio returned 18.96% gross year to date. As of June 30th, 2019 the top ten positions comprised 77% of the portfolio, and the portfolio held 10.5% in cash. The market experienced [â¦]
[JB Straubel Likely Got Tired Of Muskâs Endless Chaos And Jumped Ship](=)
Whitney Tilsonâs email to investors discussing all sorts of stocks are getting hammered today (not even counting Spirit Airlines Incorporated (NYSE:SAVE), Tesla Inc. (NASDAQ:TSLA)âs Co-Founder JB Straubel stepping down. Letâs start with Tesla Inc (NASDAQ:TSLA). Iâm still analyzing its earnings [â¦]
The post [JB Straubel Likely Got Tired Of Muskâs Endless Chaos And Jumped Ship](=) appeared first on [ValueWalk](=).
[Livermore Partners 78 Percent In H1 On Valeant And Tesla Shorts]()
Livermore Partners Q2 2019 letter to investors July 25th, 2019 To Partners: Second Quarter and YTD performance is on fire as our hedge fund, Livermore Strategic Opportunities, LP is experiencing its best year since 2016. It's amazing given so many macroeconomic issues are abound and ever increasing. In addition, we now have further proof of [â¦]
[This Hedge Fund Says Energy Stocks Are âBrokenâ](
May was a more difficult month for hedge funds, as evidenced by the growing number of monthly return sheets we have received. The energy-focused BlackGold Capital Management has had a strong year overall, although May has so far been the [â¦]
The post [This Hedge Fund Says Energy Stocks Are âBrokenâ]( appeared first on [ValueWalk](=).
[Farnam Street July 2019 Letter: The Monty Hall Problem](
Farnam Street letter to investors for the month of July 2019. Letâs Make a Deal The TV game show Letâs Make a Deal first aired in 1963, with the beloved Monty Hall serving as host for nearly 30 years. The [â¦]
The post [Farnam Street July 2019 Letter: The Monty Hall Problem]( appeared first on [ValueWalk](=).
[Disastrous Quarter Only Positive Was CF Which Tesla Fudged]()
Whitney Tilsonâs email to investors discussing Elon Muskâs forecast of âtoughâ 1H in 2020; Why You Must Dump Tesla Inc (NASDAQ:TSLA) Stock Here; various comments; Analysts on Teslaâs temporary exceptions to positive cash flow generation. 1) The weirdest part of [â¦]
The post [Disastrous Quarter Only Positive Was CF Which Tesla Fudged]() appeared first on [ValueWalk](=).
[Bonhoeffer 2Q19 Commentary â Case Study Midcap Stock](=)
Bonhoeffer Capital Management commentary for the second quarter ended June 30, 2019, discussing their case study on a $1.8B media stock Dear Partner, Bonhoeffer returned 2.7% net of fees in the second quarter of 2019, compared to 4.1% for the MSCI World ex-US, an international benchmark. As of June 30th, our securities have an average [â¦]
[Vilas Fund 2Q19 Commentary: Danger In Markets](=)
Vilas Fund commentary for the second quarter ended June 30, 2019. Dear Vilas Fund Partner, The Vilas Fund, LP rose 7.8% in the second quarter of 2019, bringing the year to date return to 44.8%. The Fund has compounded at [â¦]
The post [Vilas Fund 2Q19 Commentary: Danger In Markets](=) appeared first on [ValueWalk](=).
[Arquitos Capital Management 2Q19 Commentary: Graham & Doddsville](
Arquitos Capital Management commentary for the second quarter ended June 30, 2019. Be curious, not judgmental. â Walt Whitman Dear Partner: Arquitos returned -5.1% net of fees in the second quarter of 2019, bringing the year-to-date return to 0.1%. Our [â¦]
The post [Arquitos Capital Management 2Q19 Commentary: Graham & Doddsville]( appeared first on [ValueWalk](=).
[New Report Outlines âIn-Lieu Feeâ Compensatory Mitigation Programs](=)
New Report Outlines Effective and Innovative âIn-Lieu Feeâ Compensatory Mitigation Programs Nationwide (Washington, DC): Recent historic flooding across the United States and the ever-increasing threat of powerful hurricanes have highlighted the importance of healthy wetlands and the consequences of the loss of [â¦]
The post [New Report Outlines âIn-Lieu Feeâ Compensatory Mitigation Programs](=) appeared first on [ValueWalk](=).
[Q2 2019 Hedge Fund Letters: Einhorn, Carlson, Canyon, Loeb And Much More [UPDATED 7/25 22:18 EST]](=)
This post was created on 6/30/2019 stay tuned for updates up to several times a day! As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size. How is this different than SecurityAnalysis? We have a lot more (on funds both large and small that few [â¦]
[The Business Case For Purposeful Business](=)
Based on his research, Alex Edmans shows how a corporation treats its employees and how closely it follows governance-related best practices is indicative of positive long-term outcomes for investors. Q2 hedge fund letters, conference, scoops etc
[Logica Captial Advisers July 2019 Letter: Macro Micro](=)
Logica Captial Advisers letter for the month of July 2019, titled, âMacro Micro.â âSometimes probabilities are very close to certainties, but theyâre never really certainties.â -Murray Gell-Mann, Nobel Physicist Q2 hedge fund letters, conference, scoops etc These are my thoughts [â¦]
The post [Logica Captial Advisers July 2019 Letter: Macro Micro](=) appeared first on [ValueWalk](=).
[Was The Uber IPO A Success?](=)
It depends on who you ask. If you listen to the media, it was a failure. A successful initial public offering has to feel like July 4th fireworks. The stock opens 30% above the set IPO price and then finishes the day up 100%. Thatâs a newsworthy IPO that (according to the financial commentariat) deserves [â¦]
[Einhorn Warns In Q2 Letter âFor Those That Think The 2000 Bubble Was The Big Kahuna, Consider Chewyâ](
Greenlight Capital full letter to investors for the second quarter ended June 30, 2019 (full letter in PDF format can be found at the end of text). Stay tuned for more coverage soon see much more exclusive Q2 hedge fund coverage here.
[Choice Equities Capital Management 2Q19 Commentary: Favorite Small Caps](
Choice Equities Capital Management commentary letter to investors for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Dear Investor: Markets resumed their upward climb in 2Q with large caps again leading small caps as can be seen in the accompanying performance table. Large caps in the S& . . [â¦]
[Dividend Stock Analysis Of Kroger Co (KR)]()
The Kroger Co (NYSE:KR) operates as a retailer in the United States. The company operates supermarkets, multi-department stores, marketplace stores, and price impact warehouse stores. Kroger is a dividend achiever, which recently hiked quarterly dividends by 14% to 16 cents/share. This marked the 13th consecutive year of annual dividend increases for the company. Q2 hedge [â¦]
= [My No. 1 Pot Stock in America (It's $3 and Could Go Sky-High)](=)
[This company is on the verge of growing from 19 stores to as many as 136 stores nationwide. â¨â¨Sales look to grow to $612 million, eight times bigger than Canada's top pot stock (which trades for $64).â¨](=)
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