Southpoint Capital likes these stocks [Q1 Letter]

Hello, [Valuewalk premium advertisement ad unit]() ​ ​[Southpoint Capital likes these stocks [Q1 Letter]](=)​ Southpoint Qualified Fund and Southpoint Qualified Offshore Fund returned 2.5% net for the first quarter, compared to the S&P 500's 6.2% return and the Russell 2000's 12.7% gain. During the first quarter, Southpoint's funds averaged 133% long and 70% short. Q1 2021 hedge fund letters, conferences and more The fund's long positions added 13% gross […] ​ ​[Teladoc CEO Jason Gorevic On The Explosion In Telehealth](=)​ CNBC transcript: Teladoc Health Inc (NYSE:TDOC) CEO Jason Gorevic speaks with Bertha Coombs live during CNBC‘s Healthy Returns Summit today Q1 2021 hedge fund letters, conferences and more WHEN: Today, Tuesday, May 11th WHERE: CNBC’s “Healthy Returns Summit: New Era of Innovation” CNBC’s Interview With Teladoc CEO Jason Gorevic TYLER MATHISEN: Well, most likely you […] The post Teladoc CEO Jason Gorevic On The Explosion In Telehealth appeared first on ValueWalk. ​ ​[Inflation Fears Spook FTSE100 – Leading To 2% Drop](​ “A 2% fall in the UK stock market follows a 1% slide in the US last night – when it comes to stocks and shares, if the US sneezes the world catches a cold. But it should be no surprise that today’s inflation driven market sell-off started across the pond. Q1 2021 hedge fund letters, […] The post Inflation Fears Spook FTSE100 – Leading To 2% Drop appeared first on ValueWalk. ​ ​[Delek Rejects Board Nominations By Icahn-Controlled CVR](=)​ What’s New In Activism In a potential early signal of success for issuers this proxy season, Delek US Holdings Inc (NYSE:DK) and Tegna emerged from last week’s meetings unscathed, while Prescience Point dropped its fight at MiMedx Group Inc (NASDAQ:MDXG). Q1 2021 hedge fund letters, conferences and more Shareholders at Delek rejected three directors nominated […] The post Delek Rejects Board Nominations By Icahn-Controlled CVR appeared first on ValueWalk. ​ ​[The Global Property Markets Driving Pandemic Price Growth](​ Research by the leading mortgage broker for global high-net-worths, Enness Global Mortgages, has highlighted which global property hotspots are performing best in the face of a pandemic where house price appreciation is concerned. Q1 2021 hedge fund letters, conferences and more An Average 8% Increase In House Prices Enness analysed house prices across 17 major […] The post The Global Property Markets Driving Pandemic Price Growth appeared first on ValueWalk. ​ ​[The U.S. Dollar Dives; Market’s Fairy Godmother](=)​ In his Daily Market Notes report to investors, while commenting on the U.S. dollar’s dive, Louis Navellier wrote: Q1 2021 hedge fund letters, conferences and more The Market’s Fairy Godmother This is a good time to remember when Janet Yellen was the Fed Chair, she was called the “fairy godmother” of the stock market by Ed Yardeni […] The post The U.S. Dollar Dives; Market’s Fairy Godmother appeared first on ValueWalk. ​ ​ VALUEWALK LLC (c) 2011-2021 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523 [Unsubscribe]( or the