We have been covering hedge funds for the last 8 years and noticed that for the most part financial journalists love to bash hedge funds. When the bull......
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October 28 - Hedge Funds, We Disagree - Comments
Most of the time investors don’t get hurt badly when they don’t pay attention to macro developments. That’s because business cycles......
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October 10 - Economy, Hedge Funds, Macroeconomic Predictions, News, We Disagree - Comments
Seth Klarman’s Baupost controls more than 23% of Viasat Inc (NASDAQ:VSAT)’s outstanding shares. Baupost has been a decade long investor in......
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October 5 - Hedge Funds, News, We Disagree - Comments
If you owned 7.6 million shares of a stock that is trading at about $130 per share and you wanted to get rid of your shares because the stock’s......
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September 21 - Hedge Funds, Insider Trading, We Disagree - Comments
Paul Singer’s Elliott Associates built a reputation as one of the fiercest activist hedge funds in the investment world. You can easily find an......
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September 21 - Activism, Hedge Funds, News, We Disagree - Comments
Cliff Asness believes in momentum in stock prices, but does he believe in momentum in investment strategies? His PhD thesis was about momentum in stock......
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September 15 - Hedge Fund Investor Letters, Hedge Funds, News, We Disagree - Comments
Hedge funds used to be extremely good at investing 15-20 years ago. They were delivering amazing returns and charging 2 and 20 or more. There weren’......
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May 15 - Hedge Funds, News, We Disagree - Comments
This article continues Insider Monkey’s analysis of how well recent stock recommendations from leading investment banks and advisory firms have......
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May 7 - Dividend Stocks, News, We Disagree - Comments
Greenlight Capital’s 2018 Q1 investor letter is out. You can download a copy on our site. Following the release of this letter, NY Post said the......
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April 4 - Hedge Funds, News, We Disagree - Comments
Yesterday I saw a lazy article on Bloomberg with the title “Hedge Funds Are Dumping Facebook and Google”. The article mentioned the names......
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February 15 - Hedge Funds, News, We Disagree - Comments
According to Wall Street Journal, Chase Coleman’s Tiger Global hedge fund lost 22% during the first quarter. Here is an excerpt from the article......
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April 7 - Hedge Funds, News, We Disagree - Comments
Yesterday Jonathan Burton published an article about the Sohn Conference returns based on a note from Birinyi Associates. “Last year’s stock picks......
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May 6 - Hedge Funds, We Disagree - Comments
I am not a member of a “Warren Buffett cult” that thinks Warren Buffett is an investing God. I admire Warren Buffett for the right reasons......
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April 7 - Hedge Fund Analysis, Hedge Funds, We Disagree - Comments
Editor’s Note: This is opinion and commentary by the writer. The opinion expressed in this piece is not necessarily that of Insider Monkey or its......
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January 15 - News, We Disagree - Comments
Although many dream about getting rich by betting on tech stocks, LinkedIn Corp (NYSE:LNKD) does not seem to provide this opportunity any longer. There......
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November 22 - Options, Stock Analysis, We Disagree - Comments
Michael J. De La Merced and Andrew Ross Sorkin wrote an article about Dan Loeb and Bill Ackman yesterday. Andrew Ross Sorkin is pretty close to Ackman......
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January 10 - We Disagree - Comments
Here at Insider Monkey, we’re big believers of imitating the smart money. Over at Institutional Investor’s Alpha, Stephen Taub penned an article......
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January 3 - Hedge Funds, We Disagree - Comments
Facebook Inc (NASDAQ:FB)‘s stock price has been booming over the past three months, up almost 20% at the time of this writing. With no earth-shattering......
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December 28 - News, We Disagree - Comments
By Tadas Viskanta Meena was nice enough to ask me to write a post for Insider Monkey on the following topic: “Here is Why You Should Buy My Book.”......
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December 19 - We Disagree - Comments
The most common way to determine if stock market returns are overpriced or cheap is to use P/E ratios. The two schools of thought include that of ......
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December 17 - We Disagree - Comments
Apple Inc. (NASDAQ:AAPL) is incessantly compared to Microsoft Corporation (NASDAQ:MSFT), and rightfully so, but a recent analysis by Piper Jaffray’......
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November 26 - News, We Disagree - Comments
For more than two years now, issuers like JP Morgan and iShares have been battling to bring physically-backed copper ETFs to the markets. At first glance......
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November 23 - News, We Disagree - Comments
Apple Inc (NASDAQ:AAPL) is the most widely discussed company on the Internet today. That’s no surprise. With the world’s largest market cap......
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November 12 - News, We Disagree - Comments
In today’s financial world, it’s as important as ever to track how the world’s most successful money managers are allocating their portfolios......
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November 8 - Hedge Funds, We Disagree - Comments
What percentage of hedge fund profits are pocketed by hedge fund managers? Reuters published an article yesterday with the following title: “Managers......
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April 24 - Hedge Funds, Quantitative Investing, We Disagree - Comments
It’s Christmas again for financial journalists. Greg Smith, a Goldman executive director, resigned today in a New York Times “opinion”......
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March 14 - We Disagree - Comments
Forbes declared that Ray Dalio was the highest paid hedge fund manager in 2011. We disagree. If you are paying capital gains taxes on your income, what......
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March 2 - We Disagree - Comments
CNBC reports that Goldman Sachs is predicting that the US has a 40% chance of entering another recession – that is two or more quarters of negative......
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October 4 - Macroeconomic Predictions, We Disagree - Comments
Bill Ackman has no edge whatsoever in currency trading, yet he made a big call on long Hong Kong Dollar today. I hope he’s using options on the......
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September 14 - Hedge Funds, We Disagree - Comments
The world’s largest currency hedge fund manager was on CNBC this morning. John Taylor has $8 Billion under management and returned nearly 13% in 2010......
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April 15 - Hedge Funds, We Disagree - Comments