Hello Reader,â please check out the top stories from ValueWalk below!
As reported by Investopedia a few weeks ago...
Google and Facebooks ad dominance is beginning to unravel...
And this little-known $30 market cap company...
Is now sitting on [a $14 billion advertising asset.](=)
Pichai and Zuckerberg should be [SCARED of this company.](=)
Newsweek just signed a $50 million deal with them...
And more news is coming out in the weeks ahead.
[Get the story here FIRST...](=)
(This stock could be like buying Google or Facebook at their IPO.)
[This Small-Cap Retailer Up 100% YTD Has Much More Room To Run [In-Depth Analysis]]()
Investment thesis This company has delivered a stellar performance since the beginning of this year, both financially and from a stock price appreciation perspective. The success of the company can be directly attributed to the many initiatives taken by the company management to establish the company as the leading player in the western wear market [â¦]
[These Are All The Major Tickers From Hedge Fund Letters In The Past Month](
We've reviewed hundreds of hedge fund letters over the last few months, but what we haven't done is given you all the tickers mentioned in all the letters in a single placeâuntil now. We went through the letters we've received since late July and collected all the tickers that were mentioned in them. Q2 hedge [â¦]
[NetJets: Broadening The Moat Sacrificing Profit](
Warren Buffett has historically tried to make it clear that he does not like airlines. This changed in 2017 when the Oracle of Omaha jumped into airlines stocks. Q2 hedge fund letters, conference, scoops etc He has since spent billions of dollars of Berkshire Hathaway's capital building substantial positions in Delta Air Lines Inc., Southwest [â¦]
[Q2 2019 Hedge Fund Letters: Einhorn, Carlson, Canyon, Mandel, Kerrisdale, Loeb, Paul Tudor And Much More [UPDATED 9/9 22:32 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¦]
[Forge First Asset Management August 2019 Commentary: Underleveraged consumer may continue spending for longer than the more bearish prognosticators believe theyâll be able to](
Forge First Asset Management commentary for the month ended August 31, 2019. Q2 hedge fund letters, conference, scoops etc
[Whitney Tilson: WeWork will go bankrupt within a year](=)
Excerpted from Whitney Tilsonâs email to investors focusing on Weworkâs valuation cut ahead of IPO 1) The WeWork debacle continues⦠On Friday, Bloomberg reported that...
The post [Whitney Tilson: WeWork will go bankrupt within a year](=) appeared first on [ValueWalk](=).
[For Risk Reduction Potential, Consider Going With The Grain](
Agricultural commodities have outperformed equities during eleven of the last twelve market downturns. At the same time, they demonstrate a low correlation with equities in...
The post [For Risk Reduction Potential, Consider Going With The Grain]( appeared first on [ValueWalk](=).
[Debt owed by governments, businesses and households around the globe is up nearly 50% since before the financial crisis]()
Q2 hedge fund letters, conference, scoops etc
[Which States Could Suffer The Most From Trade War Tariffs?]()
As the U.S. continues to impose tariffs on goods from China, and vice versa, both countries are raising the stakes of the ongoing trade war. The new 15% tariff on Chinese goods just kicked in, and Asian markets are already feeling the effects. But the U.S. economy is also affected by these ever-escalating tariffs. Our [â¦]
[Top 10 Most Travel-Ready Countries Of 2019, According to WEF](
Travel enthusiasts are always excited about new places to visit to explore food, culture, art, history, architecture, a little bit of adventure, and more. The...
The post [Top 10 Most Travel-Ready Countries Of 2019, According to WEF]( appeared first on [ValueWalk](=).
[Why Do Spin-offs Usually Outperform?]()
A good example of the alpha potential of spin-offs is PayPal, a 2015 spin-off from eBay. PayPal has returned 191% since its spin-off, beating the S&P 500 by 139%. Why do spin-off usually outperform? It starts with a low initial valuation. This is driven by a couple factors: First, spin-offs are distributed to investors (not [â¦]
The largest cannabis manufacturing facility in the country, and first-ever cannabis mall, is currently being constructed.
The time to invest in the company making this happen is now, as the massive complex is to commence operations in early September.
[The 64,000 square-foot facility](=) will house manufacturing, distribution, delivery, retail, testing and cultivation operations all under one roof.
It will also be home to the largest operational CBD and THC distillate and edible manufacturing plant in the country.
And the mall, which will offer both products manufactured in-house and those provided by outside cannabis vendors, [will soon be open for business.](=)
[This company is doing huge things in the cannabis space, which will likely lead to a Nasdaq listing at the end of this year.](=)
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