News > Hedge Funds, Financial Services

Campbell Soup Co and Third Point Locked in for a Messy Proxy Contest
With the filing of definitive proxy statements this week, it is clearer than ever the Dan Loeb’s Third Point Partners and Campbell Soup Co are digging in for a messy proxy contest. At more than $11 billion, Campbell Soup Co is likely to be the biggest U.S. company to be subjected to solicitations for two rival slates this year, after
Tesla Endgame Here Amid Signs Akin to Valeant and Enron: Chanos
From Stanphyl Capital’s September letter to investors We remain short shares of (and long put options and short call options in) Tesla, Inc. (TSLA), which I consider to be the biggest single stock bubble in this whole bubble market—a company so landmine-filled that I think it can implode at any moment regardless of what the broad market does. To reiterate
Investors Add US$4.74 Billion in Hedge Funds in August
In August, the hedge fund industry had its second consecutive month of inflows in H2 2018, and this time the breadth of allocations was much improved. Despite the improvement, it has by no means been a universally beneficial period. Q2 hedge fund letters, conference, scoops etc Macro products, so far, seem relatively impervious to bouts of performance declines, while managed
Mohnish Pabrai 5 Stock Market Investing Tips
Mohnish Pabrai 5 stock market investing tips on how to invest in stocks stock market investing tips discussed are (through 5 quotes): Q2 hedge fund letters, conference, scoops etc Concentrated portfolio at a PE Ratio of 1 or less 3 reasons why investments don’t work out (check list) Cloning stock investments Don’t think about macro No interest in the U.S.
US Hedge Fund Fees Moving Up
Strategy Highlight CTA/Managed Futures (-2.12% YTD) -US$31.57 billion AUM YTD Q2 hedge fund letters, conference, scoops etc CTA/managed futures fund managers continued to struggle under the pressure of the weakening energy and metals sector. The Eurekahedge CTA/Managed Futures Hedge Fund Index is down 2.12% year-to-date. Oil supply disruption and the trade friction between the US and China remained as the