Odey Asset Management Recoils From Accusations Against Founder

--------------------------------------------------------------- [ad-image]( --------------------------------------------------------------- [Odey Asset Management Recoils From Accusations Against Founder]( [When Crispin Odey walked free from court in 2021 after successfully defending himself against a sexual assault claim made by a female banker, the British hedge fund manager would have been hoping to draw a line under the case, which drew unwanted criticism to both him and his company, Odey Asset Management. A year before […]]( [Read On »]( --------------------------------------------------------------- [Oaktree’s Howard Marks On Why He Doesn’t Use Macro Forecasts To Make Investment Decisions]( [Howard Marks]At the Ben Graham Centre's 2023 Value Investing Conference hosted by the Ivey Business School in April, Oaktree Capital co-founder and co-chairman Howard Marks was one of the keynote speakers. Of course, Marks is quite well-known for the memos he's been writing to Oaktree clients for more than 30 years and his books, The Most […]( [Read On »]( --------------------------------------------------------------- [Q1 2017 Absolute Return Letter – A Note on Inflation: Is It Here or Isn’t It?]( ["There are two main drivers of asset class returns – growth and inflation." Ray Dalio Some jerk (meant in the friendliest possible way) asked me a while ago: “Why do economists provide estimates of inflation to the nearest tenth of a percent?”. I thought for a second, but before I got a chance to answer […]]( [Read On »]( --------------------------------------------------------------- Copper Company Reaches Agreement To Expand Copper-Gold Project Investors - this copper company recently reached an agreement to expand its copper-gold project. Copper is the third most-consumed industrial metal in the world and massive infrastructure spending is expected to drive the price of copper to new all-time highs. This company has solid market fundamentals and a proven track record. [Click to read more and ADD THIS COMPANY TO YOUR WATCHLIST!]( [Adage Capital’s Atchinson And Gross Trusted Fewer Fund Managers This Year [EXCLUSIVE]]( [Investment]Adage Capital founders Robert Atchinson and Phillip Gross contribute large amounts of capital and assets to charity through their foundations, which, in turn, invest in various funds. Thus, we can get an idea of which fund managers they trust the most by reviewing the annual filings of their respective foundations. Unfortunately, both Adage Capital founders […]( [Read On »]( --------------------------------------------------------------- [“Persistent Price Reversals” Hurt This Macro Fund In May [Exclusive]]( [The Mission Crest Macro fund declined -0.6% in the month of May compared to a return of 0.89% for the HFRX Macro CTA Index benchmark. According to a copy of the fund's May investor update, which ValueWalk has been able to review, the Mission Crest fund is down -5.4% year-to-date, compared to a decline of […]]( [Read On »]( --------------------------------------------------------------- [Charlie Munger’s Advice For Managing Money]( [Charlie Munger]In 1999, Charlie Munger penned an investment Master Class, an article that "shreds the conventional wisdom" used by foundations to invest. While aimed at foundations, the article contained lots of lessons for individual investors. Munger directed his attacks mainly at the multiple layers of consultants and "investment councilors" employed by these large investors, in an […]( [Read On »]( --------------------------------------------------------------- --------------------------------------------------------------- [Agilent Technologies Stock: Ready to Rise off the Floor]( [Key Points Agilent Technologies is a leading laboratory technology and life sciences company. Its fiscal Q2 2023 earnings report had revenues climb 6.8% to $1.72 billion with a GAAP net…]( [Read On »]( --------------------------------------------------------------- [La-Z-Boy Reclines To The Buy Zone As Industry Normalizes]( [Key Points La-Z-Boy had a tough quarter but improved profitability. The guidance is mixed with Q1 weakness and strength in the back half. The dividend is safe and worth 2.65%;…]( [Read On »]( --------------------------------------------------------------- [DexCom Clears Base, Wall Street Eyes Double-Digit Earnings Growth]( [Key Points Dexcom is aiming for growth, and this year showcased its G7 sensors in a Super Bowl commercial. The company's stock recently cleared a price consolidation above a $126.54 buy…]( [Read On »]( --------------------------------------------------------------- [Matrix Capital Infuses $108 Million Into Zentalis Toward Promising Cancer Therapeutics]( [ZNTL stock's biggest holder just boosted its stake Shares of Zentalis Pharmaceuticals Inc (NASDAQ:ZNTL) are cooling off a bit Thursday after yesterday's 4% rise capped a five-day rally of 17.8%. This…]( [Read On »]( --------------------------------------------------------------- [Eurozone Inflation Rate: Is Inflation Worse In Europe Or The US?]( [Even after dropping off from the highs they’d seen earlier in 2022, gas prices were still causing consumers pain at the gas pump in late 2022. All Americans felt the…]( [Read On »]( --------------------------------------------------------------- [Assesses Hardware Innovations To Enable Sustainable Smart Packaging]( [Walk around the aisles of a local shop: aside from the prices, little has changed since the introduction of the bar code in the 1970s. While customers have smartphones in…]( [Read On »]( --------------------------------------------------------------- [Morningstar Global Brain Health Innovation Index: Neurology Will Likely Be The Focus Of Next Wave Of Pharmaceutical Innovation]( [Morningstar recently launched the Morningstar Global Brain Health Innovation Index and has published a new research paper that outlines the Index and the next wave of innovation in neurology, with…]( [Read On »]( --------------------------------------------------------------- [How To Profit When The Smart Money Leaves Its "Footprints"]( [Imagine you’re sitting at a bar in Manhattan. As the bartender’s making your drink, you overhear a conversation from the table behind you. Two well-dressed men are talking. One looks…]( [Read On »]( --------------------------------------------------------------- [UK Inflation: Nigel Farage Tearing Into Bank Of England's Bailey Is Disingenuous]( [Nigel Farage’s “lies about Brexit” are to blame for the UK’s inflation and it’s “disingenuous” to blame the Bank of England governor, Andrew Bailey, says the CEO of the world’s…]( [Read On »]( --------------------------------------------------------------- [Kroger Policies Put Employees With Conservative Values At Risk, Activists Say]( [Washington, D.C. - Shareholder activists with the National Center for Public Policy Research's Free Enterprise Project (FEP) will present a proposal this morning at Kroger Co (NYSE:KR)'s annual shareholder meeting…]( [Read On »]( --------------------------------------------------------------- Still want more? [Value Walk]( You are getting this email as you're subscribed with this address: {EMAIL}. [UNSUBSCRIBE]( ) | [PRIVACY POLICY]( © 2011-2023 VALUEWALK LLC. ALL RIGHTS RESERVED