Tuesday, June 20, 2023

“Persistent Price Reversals” Hurt This Macro Fund In May [Exclusive]



"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 […]
Charlie Munger's Advice For Managing Money
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 […]
Alluvial Fund May 2023 Performance Update
Alluvial Fund performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more Alluvial Fund, LP returned 1.2% in May, compared to -0.9% for the Russell 2000 and -2.8% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 115.8% compared to 41.3% for the Russell 2000 and 50.7% […]
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!
Bonhoeffer Fund May 2023 Performance Update
Bonhoeffer Fund's performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more The Bonhoeffer Fund returned -1.3% net of fees in March, for a year-to-date return of 1.7%.   Bonhoeffer Fund, LP, is a value-oriented private investment partnership for accredited investors. The Fund's objective is to grow capital […]
How Buffett Made Money From "Workouts"
In the early years of the Buffett Partnerships, Warren Buffett made a lot of money for his investors by buying "oil and gas producing companies." But he wasn't buying any old oil and gas companies. He was acquiring shares in businesses in the process of selling themselves to a larger competitor. These situations fell into […]
New: Joel Greenblatt Shares His Earliest Lessons On Investing – What He Learned From Graham And Buffett
Joel GreenblattIn the years leading up to and since the dotcom bubble, the markets have gone through a few different regimes, with different companies outperforming at different times. Last year marked a particularly challenging year for many investors, which may have caused some to head for the hills. However, it's generally not a good idea to […]

Irrational Exuberance Didn't Start With Buy-and-Hold
The Buy-and-Holders made a terrible mistake. Robert Shiller's Nobel-prize-winning research showing that valuations affect long-term returns was not available at the time the strategy was being developed and they advanced…
Micron Building Goodwill In Asia, Near $2 Billion Investment
Key Points New rounds of international investment have been rolled out in the semiconductor and chip manufacturing sector, with Intel and Micron announcing their latest figures.  Micron is ready to…
Is Twilio On The Verge Of A Comeback?
Key Points Twilio's stock has experienced a significant decline since pandemic highs, but recent price stabilization and a break in the downtrend suggest the potential for a comeback. Analyst opinions…
Cavco's Ratings Upside, Cheaper Homes Alternative?
Key Points As Cavco stock trades within a wide channel, investors may seek more directional data to justify an uptrend or downtrend.  Today's real estate market and further economic developments…
Investors Cheers Townsquare Media's Discounted Buyback and Turnaround Story
TSQ stock's 50%-plus rally in 2023 has just been given even more momentum Townsquare Media (NYSE:TSQ) shares were on the rise again last Friday, jumping 5.2% following its announcement of…
Five Effective Ways To Foster A Culture Of Emotional Intelligence In The Workplace
Intelligence has a new dimension in contemporary times. Intellect is no longer limited to academic excellence and business acumen. Today, to be successful, you also need emotional intelligence along with…
This Juneteenth, Let's Stop Killing Black Babies
This Juneteenth, Let's Stop Killing Black Babies; Legal Action Can Prevent Unnecessary Racial Health Disparities Protecting Black Babies WASHINGTON, D.C. (June 19th, 2023) - Just as legal action has played…
An Unconventional Way To Compound Your Money
Super-genius Albert Einstein called it "the eighth wonder of the world"… Legendary investor Warren Buffett attributes his $116 billion fortune to this force… And it's how investors from all over…
Timber Investments: Real Asset Investment Guide
Investing in forest land suitable for producing lumber can provide you income, diversification, inflation protection and more. Timber investing requires careful study of the industry, market and individual parcels, and…
Apple's New Vision Pro Is Innovative… And Goofy
Apple (NASDAQ:AAPL) did it again. In what many are calling its biggest product launch since the Apple Watch in 2015... On Monday, the world's largest company revealed the highly anticipated Vision Pro mixed…
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