Monday, July 25, 2022

Two Reasons Companies Might Still Want To Tap The PE Markets As Valuations Tumble

Two Reasons Companies Might Still Want To Tap The PE Markets As Valuations Tumble

Private equity has received a lot of attention in recent months, as many investors sought out PE for protection from the rout in the public markets and hedge funds launched hybrid vehicles with PE as part of the action. […] Read More

These Were the Five Best and Worst Performing Mid-Cap Stocks in H1 2022

The stock market witnessed the worst first half this year since 1970. Such a drop, however, also gives investors an opportunity to buy quality stocks at lower prices. Investors who want to make quick returns along with having some stability can go for mid-cap stocks. These stocks can produce higher returns as they can act […] Read More

McIntyre Partnerships Outperforms With Conservative Value Stocks

Chris McIntyre's McIntyre Partnerships seems to be holding up relatively well in the current market. The firm returned 1% in the first quarter and lost just 5.7% in the second quarter, for a year-to-date net loss of 5.4% compared to -17.3% for the Russell 2000 value index. That's according to a copy of the firm's […] Read More

Cashing Out Of Ponzis…

At quarter end, I loaded up on some of the more hilarious Ponzi Schemes that modern finance has created. They were the sort of Ponzis that would make a PM blush on a due diligence call. At the time, I suspected that quarter-end would lead to a short-term respite from the selling. Like clockwork, the […] Read More

Even Winning Teams Occasionally Lose

The stock market has been a winning team for years, generating outsized returns for investors. But so far this year, the winning streak appears to be coming to an end. For 2022, the S&P 500 index is down -21%, including -8% last month. However, since 2008, the stock market has generally been on a consistent […] Read More

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