Logica Capital August 2023 Commentary
Logica Capital commentary for the month ended August 31, 2023. Summary Equity markets stumbled a tad in August, and VIX/Implied … Read more
Logica Capital commentary for the month ended August 31, 2023. Summary Equity markets stumbled a tad in August, and VIX/Implied … Read more
Historically, convertible bonds have been an overlooked asset class, but they gained the spotlight in 2020 and 2021, a position … Read more
Logica Capital commentary for the month ended July 31, 2023. Summary Markets continued their broad rally in July, with all … Read more
David Einhorn’s Q2 2023 letter to Greenlight Capital investors, discussing his long positions in NET Power Inc (NYSE:NPWR) and Onex … Read more
Following is the unofficial transcript of a CNBC exclusive interview with JPMorgan Chase & Co (NYSE:JPM) Chairman & CEO Jamie … Read more
Following is the unofficial transcript of a CNBC interview with Uber Technologies Inc (NYSE:UBER) CEO Dara Khosrowshahi on CNBC’s “Squawk … Read more
The latest issue of ‘The Globe‘, Eurizon monthly publication describing the Company’s investment view. In this issue, a focus is … Read more
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
Dan Loeb’s letter to Third Point investors for the second quarter ended June 2023, providing an update on his AI-driven … Read more
Hidden Value Stocks issue for the second quarter ended June 30, 2023, featuring an interview with Balkar Sivia, CFA, Portfolio … Read more
Hidden Value Stocks issue for the second quarter ended June 30, 2023, featuring an update from Maran Capital Management, discussing … Read more
Following is the unofficial transcript of a CNBC exclusive interview with Amazon (NASDAQ:AMZN) CEO & President Andy Jassy on CNBC’s … Read more
The latest issue of ‘The Globe‘, Eurizon monthly publication describing the Company’s investment view. In this issue, a focus is … Read more
Confidence levels among hedge fund managers for the next 12 months fall slightly amid continued macroeconomic and geopolitical concerns AIMA, … Read more
Stanphyl Capital’s commentary for the month ended June 30, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA). Tesla recently … Read more