Lessons From Carl Icahn

[Valuewalk premium advertisement ad unit]() What Investors Don't Know: Communist China Could Profit Billions From The World "Going Green." Who controls 80% of the works lithium supply (the most important metal for building EV batteries)? China! And if you're outraged by that fact, then you'll love hearing how this western company is fighting back... [See How This Anti-China Lithium Play Could Explode]() [Lessons From Carl Icahn]( Throughout this ten-part series, I’m looking at the life and times of Carl Icahn, how he started on Wall Street, his most famous and infamous trades, his transition from stockbroker to corporate raider to activist investor and his activities today. Of all the world’s great investors, Carl Icahn is perhaps the most feared and respected at […] [Read More]( [Behind The Scenes: Carlyle Leverages SESAMm’s Alternative Data For A $475 Million Investment In YipitData]( In December 2021, Carlyle Group Inc (NASDAQ:CG) led a $475 million Series E funding round for YipitData. As part of its diligence process, Carlyle used SESAMm’s Natural Language Processing (NLP) models to help inform this investment decision. Q4 2021 hedge fund letters, conferences and more Results YipitData is an alternative data firm that extracts billions […] [Read More]( How This Rare Metal Is Going To Solve A $173 TRILLION World Problem... And Could Benefit Investors According to BloombergNEF, changing the world to "All Green Energy" could cost about $173 trillion. And without this rare metal, going green would be IMPOSSIBLE. That's why there's a literal "gold rush" to find it. (HINT: It's not electric vehicles, nuclear power, or wind energy). [Show Me How This Industry Could Explode!]() [With Stocks Down, Are Influential Figures To Blame?](=) Against a crumbling stock market, influential figures have been progressively making the situation worse. In case you missed it, last week a popular podcaster on Spotify, Joe Rogan, spread misleading and false claims about the COVID-19 pandemic. This led to musicians such as Neil Young attempting to remove their music from Spotify if they didn’t […] [Read More](=) [The Specter Of The Possibility Of Stagflation]( In his Daily Market Notes report to investors, while commenting the possibility of stagflation, Louis Navellier wrote: Q4 2021 hedge fund letters, conferences and more Fear/Greed Equilibrium The specter of the possibility of stagflation is the current leading fear component of the fear/greed equilibrium in the market. It is being fed by lower beats of 4th quarter […] [Read More]( [Even Strong Payrolls Couldn’t Knock Gold off Its $1800 Perch](=) The latest employment report strongly supports the Fed’s hawkish narrative. Surprisingly, gold has shown remarkable resilience against it so far. Q4 2021 hedge fund letters, conferences and more What a surprise! The US labor market added 467,000 jobs last month. As the chart below shows, the number is below December’s figure (+510,000) but much above […] [Read More](=) [These Are The Ten Biggest Companies In The Metals Industry]() The metals industry is a massive industry that includes companies dealing in iron, steel, aluminum, and other intermediate metal goods. This industry is one of the biggest energy users. The COVID-19 pandemic, including lockdowns, shortage of workers and raw materials, has impacted metals production globally. But with easing restrictions and economies rebounding, the metals industry […] [Read More]() [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2021 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe]( or the 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523