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WASHINGTON (Sept. 14, 2021)—In response to the recent Facebook XCheck news, Chris Riley, R Street Senior Fellow for Technology and Innovation, issued the following statement: Q2 2021 hedge fund letters, conferences and more The Potential Harms From A Lack Of Transparency Into Facebook's XCheck System“With XCheck, Facebook tried a high-wire act of paying special attention to high-visibility accounts—but as has often been the case, the company lost its balance, and the result is yet another negative news cycle. There are arguments to be made for giving additional protections for some users, but ...
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Longtime readers know I invest almost exclusively in megatrends… Q2 2021 hedge fund letters, conferences and more I’m talking about trends so massive they reshape society… Impact millions—even billions—of people… And hand out massive profits in the process. We’ve profited off some of the world’s top megatrends right here in the RiskHedge Report with exciting sectors like genomics, solar, edge computing, and more. But today, I’ll show you the most unstoppable one I’ve ever written about. Cyber Stocks Are A No-BrainerWhile some megatrends last years—this one will hand out big returns for decades...
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Rowan Street Capital commentary for the second quarter ended June 30, 2021, discussing their investments in Spotify Technology SA (NYSE:SPOT) and Facebook, Inc. (NASDAQ:FB). Q2 2021 hedge fund letters, conferences and more Dear Partners and Friends, Rowan Street Capital celebrated its 6 year anniversary in March. It’s been an amazing and truly rewarding journey full of lessons, ups and downs, successes and challenges. In our very first letter to partners back in 2015 we wrote: “Our vision is to build something special at Rowan Street Capital where our partners can visualize themselves as part ...
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Crescat Capital’s commentary for the month ended August 2021, discussing the tech bubble then and now. Q2 2021 hedge fund letters, conferences and more Dear Investors: The Tech Bubble Then and NowIn our analysis, the US stock market today is historically overextended and poses substantial risks. To understand, we need to start by comparing it with the tech bubble in 2000. When Bill Gates retired as CEO of Microsoft that year, he was the richest person in the world. His timing was impeccable. A mad rush of corporate spending to fend off the Y2K software problem had just led to record earnings g...
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The Broad Market Index was down 0.59% last week and 36% of stocks out-performed the index. Q2 2021 hedge fund letters, conferences and more It all hangs on the cost of oil & gas. As an input cost for most companies, the price of oil has been an important contributor to low measured inflation since the energy industry peak in 2014. At the time, US policy was concerned with energy self-sufficiency and very large investments were made in new drilling and enhanced production using fracking. Investors were given tax incentives to support that policy and provide capital to oil companies. Oil Per Bar...
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Imagine you could turn back the clock and invest in one of today’s “unicorns.” Q2 2021 hedge fund letters, conferences and more Investing In UnicornsWhich company would you back? For me, it’s a no-brainer, and I’ll explain why in a minute. But I should first explain something. Unicorns are private companies worth more than $1 billion. They’re called unicorns because they used to be rare. But there are now nearly 800, according to CB Insights. Unicorns don’t trade on the stock market yet. To invest in them, you need to be a venture capitalist (VC)… or have deep pockets and connections. In other...
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