carsonblock
Whitney Tilson’s email to investors discussing Carson Block’s investor letter; he could have quadrupled my money on Gov. Cuomo’s resignation; Humans tend to underreact to new information; McDonald’s Corp (NYSE:MCD), Netflix Inc (NASDAQ:NFLX), and Tesla Inc (NASDAQ:TSLA). Q2 2021 hedge fund letters, conferences and more Carson Block's Investor Letter1) Famed short seller Carson Block of Muddy Waters Capital has just written his first investor letter. I was able to get a copy, which you can read here. He concludes: But I return to the proposition that there are still numerous opportunities for a...
ValueWalk
Real estate data provider CoreLogic agreed to be acquired by private equity firms Stone Point Capital and Insight Partners for about $6 billion, or $80 per share in cash. Q4 2020 hedge fund letters, conferences and more CoreLogic To be Acquired By Stone Point Capital and Insight PartnersSenator Investment Group and Cannae Holdings advanced a $65 per share bid in June, later upping it by $1 after they were rebuffed by CoreLogic. However, the activists pulled their bid after the company said that other suitors were offering around $80 per share. Senator and Cannae kept the pressure on, launching...
ValueWalk
Whitney Tilson’s email to investor discussing Marijuana decriminalization just took a big step forward in Congress; the new science of psychedelics; Carson Block’s latest thoughts on GSX Techedu; Exxon under pressure from new activist fund; $210,000 lunch. Q3 2020 hedge fund letters, conferences and more Marijuana Decriminalization Just Took A Big Step Forward In Congress1) This article in the Washington Post, Marijuana decriminalization just took a big step forward in Congress, reminds me of one of the themes – a boom in the cannabis sector – of the webinar I hosted with my colleagues Enrique...
ValueWalk
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