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[Charlie Munger on Discount Rates and Opportunity Cost](=)
Discounting future cash flows is one of the most frequently used methods of business valuation. It's also the preferred method of Warren Buffett and Charlie Munger. If youâre looking for value stocks, and exclusive access to value-focused hedge fund managers, check out Hidden Value Stocks. While he's never laid out his exact valuation process, Buffett [â¦]
[Logica Capital June 2020 Commentary: The Circus](
Logica Capital commentary for the month ended June 2020, titled, âIs That All There Is?â discussing the performance of their anti-momentum portfolio (LFB). Q2 2020 hedge fund letters, conferences and more Logica Absolute Return â Up/Down Convexity â No Correlation Logica Tail Risk â Max Downside Convexity â Negative Correlation June 2020 Performance Logica Absolute Return [â¦] The post Logica Capital June 2020 Commentary: The Circus appeared first on ValueWalk.
[ACR 2Q20 Commentary: The Bubble in the Crash](
Alpine Capital Research commentary for the second quarter ended June 2020, titled, âThe Bubble in the Crash.â Q2 2020 hedge fund letters, conferences and more Todayâs market has required us to navigate a narrow strait between dangerously high equity prices and Great Lockdown capital impairments. We believe valuation risk is near all-time highs with the [â¦] The post ACR 2Q20 Commentary: The Bubble in the Crash appeared first on ValueWalk.
[Q2 Hedge Funds Resource Page Now LIVE!!! Lives, Conferences, Slides And More [UPDATED 7/7 17:16 EST]](=)
Simply click the menu below to perform sorting functions. This page was just created on 7/1/2020 we will be updating it on a very frequent basis over the next three months (usually at LEAST daily), please come back or bookmark the page. As always we REALLY really appreciate legal letters and tips on hedge funds [â¦]
[Asset managers got SBA PPP loans, but did they need them?](
The Small Business Associationâs (SBA)âs Payroll Protection Program (PPP) handed out loans to small businesses, but it isnât just small businesses getting the loans. Criticism of the program continues as officials released details on hundreds of thousands of businesses that received PPP loans from the SBA, many of which will be forgivable. Q2 2020 hedge [â¦] The post Asset managers got SBA PPP loans, but did they need them? appeared first on ValueWalk.
[Worm Capital June 2020 Performance Update: Up 79% YTD]()
Worm Capital, LLC performance update for the month ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Worm Capital is an investment management firm with a focus on equity-oriented strategies. Our team is comprised of passionate investors and researchers who are excited about what the future holds. Our strategies are designed around [â¦] Dear Reader,
Iâve been preparing for this moment for five years.
The fact is, Iâd hoped [this day](=) would never come...
But unfortunately, it finally happened â and now Iâm here to tell you: stocks are dead.
Certainly, they wonât be dead forever. But for the foreseeable future, theyâre not coming back.
The thing is, like I said, Iâve been getting ready for this for a long time now...
You see, over the last five years, Iâve built one of the worldâs largest financial publishers focused solely on investments outside of the stock market.
And not only do [these investments](=) protect you from market volatility (the Dow could crash by 10,000 points tomorrow and these investments wouldnât move an inch)...
But they also offer you enormous upside potential. In fact, according to a recent study, this âoff marketâ asset is responsible for the [Top-5 most profitable investments of all time »](=)
Which is why Forbes reported that this investment option âchanges everything.â
And for a limited time, you can download [this free report](=) I created that explains everything.
So if youâre worried about protecting (and growing) your nest egg during this crisis...
[Then click here now for the full story »](=)
Regards,
Matt Milner
Founder,
Crowdability, Inc.
(c) VALUEWALK LLC 2011-2020
295 Madison Avenue 12th floor, New York, NY 10117
973-685-6523
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