portfoliomanagement
Whitney Tilson’s email to investors discussing his reader feedback on portfolio management; Sacklers threaten to pull out of opioid settlement without broad legal immunity. Q2 2021 hedge fund letters, conferences and more Reader Feedback On Portfolio Management1) I received more reader feedback about Tuesday's e-mail – in which I shared an excerpt about portfolio management from my forthcoming book, The Rise and Fall of Kase Capital – than about anything else I've ever written. Here are some of the responses... "Wow! Thanks for being brutally honest. In reality we can all be 'too smart' about ...
ValueWalk
Whitney Tilson’s email to investors discussing his thoughts on portfolio management; excerpt from the rise and fall of Kase Capital. Q2 2021 hedge fund letters, conferences and more Catastrophic Portfolio ManagementThe investors I discussed in yesterday's e-mail who lost their shirts trading Pershing Square Tontine Holdings Ltd (NYSE:PSTH) were guilty of catastrophic portfolio management. It's a subject I'm very familiar with, as it was this, not bad stock-picking, that was mostly responsible for the poor returns that ultimately led me to close my hedge funds in 2017. I discuss what happened i...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら