rgainvestmentadvisors
RGA Investment Advisors commentary for the fourth quarter ended December 31, 2020, discussing their investment in Naked Wines PLC (LON:WINE). Q4 2020 hedge fund letters, conferences and more Dear Clients, None of us will forget 2020. Collectively, we faced immense challenges brought on by a kind of pandemic that infects humanity once every hundred years. We find ourselves uniquely fortunate, despite the year’s turmoil, as we reflect on how incredibly lucky we are to have a wonderful investor base with the tenacity to weather the storm earlier in the year. Our full year results are a direct res...
ValueWalk
During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing Paypal Holdings Inc (NASDAQ:PYPL). Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Valuing Paypal HoldingsTobias: Right. I want to change gears a little bit because we’re going to run out of time, but I really wanted to talk to you about PayPal as well, because it’s one of the stocks that– I said yesterday, it’s optically expensive. It’s trading at less than a point of free cash flow. I just wanted to– you had a very thoug...
ValueWalk
RGA Investment Advisors commentary for the third quarter ended September 2020, titled, “Ignition.”Q3 2020 hedge fund letters, conferences and moreIt certainly is a bizarre feeling observing the strength in our investment portfolios amidst the backdrop of an unprecedented global pandemic and recession; however here we are. In the third quarter, our portfolios continued the strong trend established in the second quarter. One might think we avoided owning “COVID losers” heading into this period from the results; however, that is actually far from the case, as we have held a few of these positions...
ValueWalk
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