McIntyre Partnerships returned ~ 2% gross and 0% net vs. our benchmark, the Russell 2000 Value return of ~8%. Click here to read the full fund letter.

Alibaba Group Holding Ltd (阿里巴巴) chairman Joe Tsai (蔡崇信) yesterday warned of a potential bubble forming in data center construction ... to raise billions or millions of capital,” he said. Tsai talked ...

We recently published a list of 10 Best Stocks to Buy According to Howard Marks’ Oaktree Capital Management. In this article, ...

A copy of Nightview Capital’s Q4 2024 investor letter can be downloaded here. 2024 Q4 Hedge Fund Investor Letters Create a free account, or log in to read the full article ...

Silver Beech Capital, a value-oriented investment management firm, released its fourth-quarter 2024 investor letter. Since its inception, Silver Beech has achieved a net annualized return of 22.6% ...

According to Edward Yardeni, the President of Yardeni Research, the “AI bubble” could be “bursting ... “If so, then AI capital spending will tumble along with the profit margins on ...

We recently published a list of Top 10 Stocks to Buy According to 12 West Capital Management. In this article, we are going ...

There’s a whiff of 1998 in the Jakarta air as investors flee Indonesia’s currency and the stock market. The outflows are ...

It was fascinating and impressive but ultimately deeply disturbing, a vivid confirmation of what a U.S. businessman who has ...

You have to love a user conference with stadium seating. It felt like you could reach out and touch the agentic AI demos on ...

The top contributor during the quarter was Ginebra San Miguel (+9.9%, +51 bps), the Filipino gin and spirits company which we introduced in our second quarter 2021 letter. The top detractor was ...