Viking Global Wins On Illiquid Positions In Q2: Looks To Hire Analysts

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The newsletter includes: - ~5 to ~10 high conviction spin-off recommendations annually (we also tell you when to sell) - A weekly newsletter with news and analysis related to recommendations - A weekly live video call to discuss open recommendations and other spin-off news and to ask questions. - A 30 day money back guarantee For a limited time (coupon expires on 8/22/19), exclusively for ValueWalk readers - save 25% on an annual subscription to the Stock Spin-off Investing Newsletter. Just enter code “valuewalk” to lock in your savings. [Click here to sign up today](. [Viking Global Wins On Illiquid Positions In Q2: Looks To Hire Analysts]() Viking Global Opportunities fund was up 8% for the second quarter. The fund's liquid portfolio returned 2.3% net, underperforming the MSCI World Index's 3.6% gain and the S&P 500's 4.2% gain. The long side of the portfolio gained 5.9% during the quarter, while the short side of the portfolio was up 4.8%. Q2 hedge fund […] [Mohnish Pabrai On Making A Killing In “Low Risk, High Uncertainty” Stocks]( Continued from part one: Q2 hedge fund letters, conference, scoops etc Although he covered a range of topics in his presentation at Trinity College, the main takeaway from Pabrai's talk was the idea that no matter what skill set you have or where your circle of competence falls, as long as you have it in […] [Global Quality Edge Fund 2Q19 Commentary: Quarterly Accounting Red flag Watch Out For This Company]( Global Quality Edge Fund commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Dear investor, Global Quality Edge Fund's total return during the second quarter of the year was +1.95% and -1.5% when measured from inception (1st June 2017) until today (26th July 2019). In the last quarter, […] [Q2 2019 Hedge Fund Letters: Einhorn, Carlson, Canyon, Mandel, Kerrisdale, Loeb And Much More [UPDATED 8/15 22:41 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 […] [China Needs To Be Punished – The Question Is, How?]( FORECASTS & TRENDS E-LETTER [Monroe Capital: Why This 13.4% Yielder Sold Off 21%, And What Comes Next](=) They say almost everything becomes attractive at the right price. And considering the 21% sell off in 13.4% yield Monroe Capital (MRCC) (due to its company-specific challenges, combined with the overall industry and market sell off), it is increasingly tempting to consider the shares of this diversified business development company (“BDC”). This article provides a […] [Story Telling With Data: Cole Nussbaumer Knaflic](=) Power Corrupts. PowerPoint Corrupts Absolutely. – Edward Tufte, Yale Professor Emeritus Q2 hedge fund letters, conference, scoops etc [Ackman Bets On Berkshire; GE A Bigger Fraud Than Enron?]() Whitney Tilson’s email to investors discussing Lumber Liquidators Holdings Inc (NYSE:LL): Get in on the Ground Floor; Markopolos’ short report on General Electric Company (NYSE:GE); Enrique Abeyta’s take; Ackman bets on idol Warren Buffett’s Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B); My […] The post [Ackman Bets On Berkshire; GE A Bigger Fraud Than Enron?]() appeared first on [ValueWalk](=). [Global Return Asset Management July 2019 Commentary: Trade War Will Have Zero Impact On This Company]() Global Return Asset Management commentary for the month ended July 31, 2019. Q2 hedge fund letters, conference, scoops etc Dear Friends and Partners, In July we generated a net return of 1.3%, bringing our year-to-date net return to 28.5%.1 We ended the month with 26% of assets in . . . SORRY! This content is […] [China’s Growing Position In The Hedge Fund World](=) Hedge funds recorded another positive month in July following a strong first-half performance according to data from Eurekahedge. Hedge fund managers gained 0.69% in July, bringing their year-to-date return to 6.56%, according to the hedge fund data provider’s analysis. [13F Stats On Stocks Bought And Sold Now Out For Q2 2019]( Our 13F database has now been updated for the second quarter of 2019 - see all the notable moves right here Brief excerpt of notable top gainers for Q2 2019 below. Want to find out more? Click here to subscribe for less than $100 a year and get access to all our content as well. […] [The Coming Recession: Not If But When]( While still enjoying the longest economic expansion in our nation’s history, we are seeing growing signs that a recession will soon be upon us. The only question is “When?” Economists look for three warning signals. The most complicated signal – […] The post [The Coming Recession: Not If But When]( appeared first on [ValueWalk](=). [The Major Effects Of The Trade War With China So Far Little](=) Ben Strubel’s letter to investors for the month of August 2019, titled, The Effect Of Trade War With China Heats Up Again.” Dear Investors, No sooner had I returned from vacation than Trump fired off another salvo in his trade […] The post [The Major Effects Of The Trade War With China So Far Little](=) appeared first on [ValueWalk](=). [This Fund Continues To Win On Gold And Copper Stocks](=) Gold continues to be a winning play for Sturgeon Capital. The Silk Road-focused fund gained 5% in June and is now up 0.88% for the first six months of the year. The biggest contributors to the fund’s June returns were […] The post [This Fund Continues To Win On Gold And Copper Stocks](=) appeared first on [ValueWalk](=). This company has one of the most efficient ways of growing cannabis and is trading at only PENNIES! Cannabis is the most widely used illicit drug in the world. More than half of the U.S. now support the drug becoming legal.[This is the highest level of support EVER in U.S. history!](=) Marijuana has been shown to alleviate symptoms of a huge variety of serious medical conditions which include cancer, AIDS, and glaucoma. It also has been show to help alleviate anxiety, PTSD, insomnia, and a range of other conditions. Many are hoping to ride marijuana's wave of legalization towards an early retirement and there's [>> a hot new company <<](=) on Wall Street that could help make this possible. Marijuana has become a tremendous cash crop and this company could become a major player in the arena with its innovative technology. This technology can increase yields while decreasing the amount of water consumption by up to 70%. Growers around the world could be jumping to get it! The company is making it possible for cultivators to grow faster and more conveniently and in this industry, the product is everything. With the cannabis market estimated by various authorities at over $300 billion, and politicians pushing to legalize marijuana on a federal level, this could be the perfect time to pay attention to this ground-breaking marijuana play! It's not everyday you find a company trading at pennies with a technology that offers big board opportunities! [>> You can learn more about the company's incredible technology here... <<](=) [Unsubscribe]( | or [You can update email preferences and frequency here]() | (c) VALUEWALK LLC 2011-2019 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523