ValueWalk’s July 2022 Hedge Fund Update: Tiger Cub Hedge Fund Shuts Down

[Valuewalk premium advertisement ad unit]() [Privacy Policy]() [ValueWalk’s July 2022 Hedge Fund Update: Tiger Cub Hedge Fund Shuts Down](=) Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback! Featuring Andurand's oil trading profits surge, Bridgewater profits from credit, and Tiger Cub Hedge Fund shuts down. Pierre Andurand, the 45-year-old French oil trader, believes the price of oil could hit $200 per barrel due to the war in Ukraine. However, even if the war stop […] [Read More](=) [Let General Mills Command A Position In Your Defensive Portfolio](=) Recession Resistant General Mills Rockets Higher Outlook We’ve been interested in General Mills (NYSE:GIS) for some time now and we couldn’t be happier with the FQ4 2022 results. The company not only beat on the top and bottom line but issued favorable guidance in the face of mounting economic headwinds. The takeaway here is that […] [Read More](=) [Christopher Davis: We’re Getting A Value Investors’ Dream Of Investment Opportunities](=) In his recent interview with Barron’s, Christopher Davis explained why he’s getting a value investors’ dream of investment opportunities. Here’s an excerpt from the interview: Q1 2022 hedge fund letters, conferences and more [Read More](=) [Don’t Bet On A Rebound In Unifirst, Yet](=) Growing Pains Cut Into Unifirst Results Unifirst (NYSE:UNF) has been working hard to grow its business in an effort to compete more directly with uniform and business services company Cintas (NASDAQ:CTAS). Looking at the top line, those efforts are paying off but it is costing the company on the bottom line. The bottom-line results, and […] [Read More](=) [Recession-Proof Patterson Companies Is A Steal](=) Patterson Companies Rockets Higher On Results And Outlook Patterson Companies (NASDAQ:PDCO) has proven to be very resilient over the past few years both increasing its revenue and earnings power relative to the pre-pandemic period. The company is among the most perfectly positioned for the coming period as well, selling products, services, and technology to the […] [Read More](=) [Retail Traders Follow Insiders Into Boxed, Chasing A Bottom](=) Boxed Inc (NYSE:BOXD) insiders continued to purchase stock during its 80% rout in May and June and their activity caught retail investors’ attention. Buyers included Chief Executive Officer Chieh Huang and directors David Liu and Andrew Pearson. Those insider buys appear to have triggered strong retail investor buying activity over the last week and pushed the stock up […] [Read More](=) [Military Pledges Against Russian Threat And Oil Climbs Again]( FTSE 100 opens higher – led by energy, mining and defence stocks. Brent crude rises to $116 a barrel as worries persist about supply. Russian threat expected to lift demand for military hardware. The retreat of Covid in China is boosting metals prices and mining shares. WISE revenues surge but worries remain as co-founder faces […] [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