https://www.valuewalk.com Breaking news and in-depth analysis on everything hedge funds and value investing Mon, 02 Oct 2023 19:00:50 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.3 https://www.valuewalk.com/wp-content/uploads/2020/06/VWP_logo_favicon-13-48x48.png https://www.valuewalk.com 32 32 https://wordpress-785388-2830660.cloudwaysapps.com/wp-content/uploads/2020/06/VWP_logo_favicon-13-300x300.png https://wordpress-785388-2830660.cloudwaysapps.com/wp-content/uploads/2020/06/VWP_logo_final-11_272.png 005a8c https://www.valuewalk.com/logica-capital-august-2023-commentary/ Tue, 19 Sep 2023 16:35:47 +0000 https://www.valuewalk.com/?p=2473305 Read more]]> https://www.valuewalk.com/this-asset-manager-sees-convertible-bonds-as-a-way-to-win-by-not-losing/ Wed, 06 Sep 2023 18:28:52 +0000 https://www.valuewalk.com/?p=2472547 Historically, convertible bonds have been an overlooked asset class, but they gained the spotlight in 2020 and 2021, a position ... Read more]]> https://www.valuewalk.com/logica-capital-july-2023-commentary/ Thu, 17 Aug 2023 18:15:24 +0000 https://www.valuewalk.com/?p=2471437 Logica Capital commentary for the month ended July 31, 2023. Summary Markets continued their broad rally in July, with all ... Read more]]> https://www.valuewalk.com/david-einhorn-long-net-power-and-onex-greenlight-capital-q2-2023-letter/ Tue, 15 Aug 2023 14:07:03 +0000 https://www.valuewalk.com/?p=2471259 David Einhorn’s Q2 2023 letter to Greenlight Capital investors, discussing his long positions in NET Power Inc (NYSE:NPWR) and Onex ... Read more]]> https://www.valuewalk.com/jamie-dimon-calls-fitch-downgrade-of-u-s-credit-ridiculous/ Wed, 02 Aug 2023 22:03:25 +0000 https://www.valuewalk.com/?p=2470570 Following is the unofficial transcript of a CNBC exclusive interview with JPMorgan Chase & Co (NYSE:JPM) Chairman & CEO Jamie ... Read more]]> https://www.valuewalk.com/uber-ceo-we-plan-to-be-profitable-for-every-quarter-going-forward/ Tue, 01 Aug 2023 20:53:47 +0000 https://www.valuewalk.com/?p=2470443 Following is the unofficial transcript of a CNBC interview with Uber Technologies Inc (NYSE:UBER) CEO Dara Khosrowshahi on CNBC’s “Squawk ... Read more]]> https://www.valuewalk.com/eurizon-the-globe-the-three-ingredients-of-a-virtuous-scenario/ Tue, 01 Aug 2023 20:24:23 +0000 https://www.valuewalk.com/?p=2470428 The latest issue of ‘The Globe‘, Eurizon monthly publication describing the Company’s investment view. In this issue, a focus is ... Read more]]> https://www.valuewalk.com/tesla-proves-that-it-is-just-a-low-margin-car-company-shortseller/ Tue, 01 Aug 2023 17:20:53 +0000 https://www.valuewalk.com/?p=2470399 Stanphyl Capital’s commentary for the month ended July 31, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA). A Low-Margin ... Read more]]> https://www.valuewalk.com/dan-loeb-bets-on-ai-driven-positions-third-points-2q23-investor-letter/ Tue, 01 Aug 2023 15:09:35 +0000 https://www.valuewalk.com/?p=2470391 Dan Loeb’s letter to Third Point investors for the second quarter ended June 2023, providing an update on his AI-driven ... Read more]]> https://www.valuewalk.com/hvs-2q23-interview-with-white-falcon-capitals-pm-balkar-sivia/ Mon, 24 Jul 2023 14:43:28 +0000 https://www.valuewalk.com/?p=2468125 Hidden Value Stocks issue for the second quarter ended June 30, 2023, featuring an interview with Balkar Sivia, CFA, Portfolio ... Read more]]>