Odey’s Special Situations Fund Protects Capital As Markets Tank [Exclusive]

[Valuewalk premium advertisement ad unit]() [Odey’s Special Situations Fund Protects Capital And Refocuses On Macro Factors [Exclusive]]( Odey's Special Situations Fund declined 3.1% for April, bringing its year-to-date performance to -0.16%. The fund's benchmark, the MSCI World USD Index, was down 8.31% for April, bringing its return for the [Read More]( [Jeremy Grantham: The Trouble With Capitalism – The Devil & The Farmer](=) In his recent Oxford Lecture, Jeremy Grantham illustrates the trouble with capitalism using his story of the devil and the farmer. Here’s an excerpt from the lecture: Q1 2022 hedge fund letters, conferences and more [Read More](=) [Tom Gayner: The Similarities Between Markel & Berkshire](=) In his recent interview with GabelliTV, Tom Gayner discussed the similarities between Markel and Berkshire. Here’s an excerpt from the interview: Q1 2022 hedge fund letters, conferences and more [Read More](=) [The S&P 500 Could Fall Another 28%]() Inflation Accelerates Year-Over-Year And Prices Are Still Rising If there is one key takeaway from the April CPI and PPI data it is that inflation has not peaked and prices are still rising. Our take on this is the FOMC has lost control of the economy and will be forced to act more aggressively than […] [Read More]() [Corning Stock Is A Technology Value Play](=) Glass and optical technology products producer Corning (NYSE:GLW) stock has been very resilient as it is only down (-1%) versus down (-23%) for the Nasdaq 100 index. The maker of Gorilla Glass, COVID-19 vaccine vials, and glass substrates used for LED displays and optical fiber, is riding a number of tailwinds despite widespread global supply […] [Read More](=) [Dutch Bros Gets Scalded By Inflation]( Dutch Bros Goes On Sale, But Wait To Buy Shares of Dutch Bros (NYSE:BROS) are down 40% following the Q1 report and at levels we think too good to pass up. The caveat is that, while the growth story is still intact, the fall in share prices is driven by a combination of factors that […] [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