Monday, May 15, 2023

SouthPoint Won With A Quick Long Stake In Meta Platforms, Still Likes Homebuilders [Exclusive]

Southpoint Qualified Fund declined 1.5% net for the first quarter, while Southpoint Qualified Offshore Fund lost 1.6%. Meanwhile, the S&P 500 gained 7.5% and the Russell 2000 rose 2.7% for the first quarter.

​146 Pounds of Graphite Needed for Each EV


Graphite - not lithium - is the largest component of lithium-ion batteries used in electric vehicles. That's why 97 more graphite mines will be needed by 2035 just to keep up with battery demand for the $7 trillion EV market.

See who could benefit from skyrocketing graphite demand

SouthPoint Won With A Quick Long Stake In Meta Platforms, Still Likes Homebuilders [Exclusive]

Southpoint Qualified Fund declined 1.5% net for the first quarter, while Southpoint Qualified Offshore Fund lost 1.6%. Meanwhile, the S&P 500 gained 7.5% and the Russell 2000 rose 2.7% for the first quarter. The Southpoint funds averaged 114% long and 60% short during the quarter. Their long positions contributed 3.1% to their first-quarter return, while […] Read More

Stanley Druckenmiller: Buy First, Analyze Later

During his recent interview with Norges Bank, Stanley Druckenmiller explains why he buys first, and conducts thorough analysis later. Here's an excerpt from the interview: Q1 2023 hedge fund letters, conferences and more Druckenmiller: I don't know who but I heard a saying with analysis comes paralysis, or Soros used to say – invest and […] Read More

Hedge Funds Face Into Bank Turmoil With Epic Short Treasury Bets

Hedge funds supercharged bearish Treasury bets to historic levels just days before the US banking turmoil took a turn for the worse and spurred a stampede for the world's safest assets. Q1 2023 hedge fund letters, conferences and more Read More

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The demand for precious metals, especially gold, is growing due to technological advancements!

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We know a company well positioned to meet this demand. This Gold stock has strategically positioned projects to capitalize on the region's mineral wealth.

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