citroncapital
Whitney Tilson’s email to investors discussing GameStop insanity; Reddit post; comments by Berna Barshay, Matt Levine, and Andrew Left’s comments; my thoughts; comparison to Tilray; my prediction. Q4 2020 hedge fund letters, conferences and more GameStop Insanity1) Like everyone else who follows the markets, I can't tear my eyes away from the stock of video-game retailer GameStop (GME), which in recent weeks has been on one of the wildest rides I've ever seen... Just yesterday, GME shares opened at $96.73, up from Friday's close of $65.01. Then, in a little more than an hour, they soared to $1...
ValueWalk
Whitney Tilson’s his interview with Ironhold Capital‘s Siddharth Singhai; short report on Triterras; Andrew Left’s Citron Capital ends 2020 up 155%; Muddy Waters pulls off big gains. Q3 2020 hedge fund letters, conferences and more Interview with Ironhold Capital's Siddharth Singhai1) I did a 40-minute interview recently with Siddharth Singhai, CIO of IronHold Capital, for his Leaders in Business and Investing podcast. You can listen to it here or watch the video of it here. In it, we discussed my forthcoming book, The Art of Playing Defense, current events, rational investing, and what it mea...
ValueWalk
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