This Top Long/Short Equity Fund Is Winning Big On The Long Side
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This Top Long/Short Equity Fund Is Winning Big On The Long Side 
Southpoint Capital's Qualified Fund rose 11.7% net for the second quarter, bringing its year-to-date gain to 10.1%. Its Qualified Offshore Fund also rose 11.7% net, bringing its year-to-date return to 10%. For comparison, the S&P 500 rose 8.7% in the second quarter for a year-to-date return of 16.9%, while the Russell 2000 was up 5.2%, […] read more
Southpoint Capital's Qualified Fund rose 11.7% net for the second quarter, bringing its year-to-date gain to 10.1%. Its Qualified Offshore Fund also rose 11.7% net, bringing its year-to-date return to 10%. For comparison, the S&P 500 rose 8.7% in the second quarter for a year-to-date return of 16.9%, while the Russell 2000 was up 5.2%, […] read more Arnott Capital – July Performance Update 
Arnott Capital commentary for the month of May ended July 31, 2023. The fund returned positive 1.12% for the month of July 2023. Net exposure averaged 40% long, while gross averaged 94%. This brings our calendar year return to positive 0.82% and since inception return to positive 20.88% p.a. net of fees. read more
Arnott Capital commentary for the month of May ended July 31, 2023. The fund returned positive 1.12% for the month of July 2023. Net exposure averaged 40% long, while gross averaged 94%. This brings our calendar year return to positive 0.82% and since inception return to positive 20.88% p.a. net of fees. read more These Were Venture Capitalist John Doerr's Favorite VC Firms In 2021 
Many well-known investors donate millions of dollars to charities every year, and some also do so through their own foundations. Venture capitalist John Doerr of Kleiner Perkins is one of those who have established a foundation to distribute their millions, and we can get an idea of which fund managers he trusts the most by […] read more
Many well-known investors donate millions of dollars to charities every year, and some also do so through their own foundations. Venture capitalist John Doerr of Kleiner Perkins is one of those who have established a foundation to distribute their millions, and we can get an idea of which fund managers he trusts the most by […] read more Why Buffett Has Always Avoided Debt 
Warren Buffett made the bulk of his wealth after his 70th birthday. Even though he started investing and building businesses when he was a teenager, it's the last 20 years that have really counted. Buffett has benefitted from the miracle of compound interest. All the hard work, the little wins have compounded year after year […] read more
Warren Buffett made the bulk of his wealth after his 70th birthday. Even though he started investing and building businesses when he was a teenager, it's the last 20 years that have really counted. Buffett has benefitted from the miracle of compound interest. All the hard work, the little wins have compounded year after year […] read more Klarman Continues To Reduce Baupost's Equity Exposure In Q2 
Seth Klarman's Baupost made some notable changes to its portfolio in the second quarter. According to the hedge fund's latest 13F report, Baupost continued to sell down some of its most significant holdings, although it also boosted and acquired some more minor positions. More importantly, Baupost's latest 13F shows the hedge fund has continued to […] read more
Seth Klarman's Baupost made some notable changes to its portfolio in the second quarter. According to the hedge fund's latest 13F report, Baupost continued to sell down some of its most significant holdings, although it also boosted and acquired some more minor positions. More importantly, Baupost's latest 13F shows the hedge fund has continued to […] read more Alluvial Fund July 2023 Performance Update 
Alluvial Fund performance update for the month ended July 31, 2023. Q2 2023 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 5.0% in July, compared to 6.1% for the Russell 2000 and 4.8% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 136.8% compared to 60.7% for […] read more
Alluvial Fund performance update for the month ended July 31, 2023. Q2 2023 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 5.0% in July, compared to 6.1% for the Russell 2000 and 4.8% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 136.8% compared to 60.7% for […] read more What Ross Stores Earnings Say About The Saver Shopping Economy 
Key Points Ross Stores shares are jumping on Friday's trading session as markets digest the latest financial developments in the company's quarterly results. The stock is promising some valuation gap… read more
Key Points Ross Stores shares are jumping on Friday's trading session as markets digest the latest financial developments in the company's quarterly results. The stock is promising some valuation gap… read more BurgerFi Is The Premium Burger Stock, Selling At A Discount 
Key Points BurgerFi has announced its second quarter 2023 earnings results at a time when the stock is severely undervalued in an industry turnaround. These valuations and outlooks will justify… read more
Key Points BurgerFi has announced its second quarter 2023 earnings results at a time when the stock is severely undervalued in an industry turnaround. These valuations and outlooks will justify… read more Zillow And The 30% Opportunity That's Opening Up 
Key Points Zillow has continued to show resilience in its quarterly revenues. It is also easily outperforming the broader industry on critical metrics. With the macro environment continuing to show… read more
Key Points Zillow has continued to show resilience in its quarterly revenues. It is also easily outperforming the broader industry on critical metrics. With the macro environment continuing to show… read more Transitioning Into Retirement: Financial Strategies For The Final Stretch 
You're nearly there! You're nearing the age when you can finally stop working and enjoy some well-earned rest. But there are a few more steps you should take before officially… read more
You're nearly there! You're nearing the age when you can finally stop working and enjoy some well-earned rest. But there are a few more steps you should take before officially… read more Strubel Investment Management August 2023 Commentary: Context Is Important 
Strubel Investment Management's commentary for the month of August 2023, discussing that context is important. Dear Investors, Context is Important. It's always important to view data in context. This is… read more
Strubel Investment Management's commentary for the month of August 2023, discussing that context is important. Dear Investors, Context is Important. It's always important to view data in context. This is… read more Apartment Hunting? Use This "Road Map" To Help You Find A Great Rental 
When it comes to scoring the rental you want, little things can make a big difference. Here, Jonas Bordo of Dwellsy offers eight pieces of advice that will help you… read more
When it comes to scoring the rental you want, little things can make a big difference. Here, Jonas Bordo of Dwellsy offers eight pieces of advice that will help you… read more Super Micro Computer Stock Tumbles After Earnings Announcement 
In his podcast addressing the markets today, Louis Navellier offered the following commentary. I expect that as the U.S. imports some deflation from China that key interest rates will likely… read more
In his podcast addressing the markets today, Louis Navellier offered the following commentary. I expect that as the U.S. imports some deflation from China that key interest rates will likely… read more Top 20 Global Biopharmaceutical Companies Report 2.3% Market Cap Growth In Q2 2023 
Despite the continued inflationary pressures, the second quarter (Q2) of 2023 yielded promising outcomes for the top 20 global biopharmaceutical companies. The aggregate market capitalization demonstrated a resilient upswing of… read more
Despite the continued inflationary pressures, the second quarter (Q2) of 2023 yielded promising outcomes for the top 20 global biopharmaceutical companies. The aggregate market capitalization demonstrated a resilient upswing of… read more 
10y yield still at 4.25% was enough for tech to decently lead the S&P 500 upswing, which however didn't have bullish sectoral composition. The Friday given 4,390 resistance was certainly… 
Some direct care workers located in opportunity zones may get a tax credit soon if a new proposal is approved. US Rep. John James (R-MI) recently introduced a bill called… John D Rockefeller, Andrew Carnegie and Warren Buffet all had 1 secret that led to their success…
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