Thursday, May 23, 2019

New Graham & Doddsville Issue: John Hempton, Yen Liow, Bill Stewart

Columbia Business School is out with the Spring 2019 issue of its Graham & Doddsville newsletter.  It features interviews with Bronte Capital's John Hempton, Aravt Global's Yen Liow, and Stewart Asset Management's Bill Stewart.

It also includes student investment pitches such as long Dollarama, long Align Technology, long, and long Dean Foods 6.50% senior unsecured.

Embedded below is the Spring 2019 issue of Graham & Doddsville:

You can download a .pdf link here.

Wednesday, May 22, 2019

What We're Reading ~ 5/22/19

The Culture Cycle: How to Shape the Unseen Force that Transforms Performance [James Heskett]

Xi Jinping calls for new 'Long March' in sign China preparing for protracted trade war [SCMP]

What stocks Baillie Gifford likes now [Barrons]

What can long-term investors learn from traders? [Fundoo Professor]

The greatest investor you've never heard of: an optometrist [Forbes]

A capacity to suffer and setting the right expectations [Scuttlebutt Investor]

The start-ups building dark kitchens for Uber Eats and Deliveroo [FT]

How a cheap, brutally efficient grocery chain is upending American supermarkets [CNN]

Media companies are eyeing cash from sports betting [Axios]

US whiskey stocks have soared; beware the bourbon bubble [Barrons]

Sears's seven decades of self-destruction [Fortune]

Real estate's latest bid: Zillow wants to buy your house [NYTimes]

The world's greatest delivery empire made it cheaper to order in than eat out [Bloomberg]

Profile of e-commerce company Wish [Forbes]

Mr. Market got inside your head; don't let him mess with you [WSJ]

The ultimate productivity hack is saying no [James Clear]

Mapping the world's busiest air routes [Visual Capitalist]

Tuesday, May 21, 2019

Latest Hedge Fund Portfolios Revealed In Our Quarterly Newsletter

The brand new Q1 2019 issue of our quarterly newsletter is now available.  It reveals the latest portfolios of top hedge funds and summarizes their new 13F filings.

Subscribers please login at to download it.

Inside the Brand New Issue

- Updated consensus buy/sell lists of the most popular hedge fund trades

- Reveals the latest portfolios of 25 top hedge funds: Appaloosa, Baupost, Lone Pine, Duquesne, Tiger Global & 20 others (full list here)

- Investment thesis summaries on 2 stocks that have seen hedge fund activity. Quickly catch up on the current situation and bull/bear thesis on each stock

33% Discount Ends Soon

Take advantage of the savings while you still can.  After signing up, you'll get immediate access to the new issue & the archive of past issues.

1-year Subscription (4 issues): Normal Price $299.99 Discount Price $199.99 per year

Quarterly Subscription: Normal Price $89.99 Discount Price $59.99 per quarter

Want to pay by check or soft dollar account?  Please email us: info (at) hedgefundwisdom (dot) com