👀😀Seth Klarman’s 43 Favorite Hedge Funds Revealed

The latest news you must read from ValueWalk - everything hedge funds and value investing [View in browser]( [Seth Klarman’s 43 Favorite Hedge Funds Revealed]( [Seth Klarman’s 43 Favorite Hedge Funds Revealed]( Seth Klarman is perhaps best known for his landmark book on value investing Margin of Safety and his management of multi-billion dollar hedge fund Baupost. However, recently the billionaire's activities outside the investing world have started to attract a lot of scrutiny, particularly his political donations. Exclusive access to under the radar value hedge fund […] [Read the entire article by clicking right here]( [The True Cost Of Stopping Global Warming: One Mega-Bank Tries To Calculate 1.5 °C]( [The True Cost Of Stopping Global Warming: One Mega-Bank Tries To Calculate 1.5 °C]( Last week the Intergovernmental Panel on Climate Change (IPCC) released its 'Special Report on Global Warming of 1.5 °C'. The long-awaited, highly anticipated report from the UN climate science body, is one of the most comprehensive studies on climate change. The report considers the actions required by the global community to limit global warming to […] [Read the entire article by clicking right here]( [For Asset Managers Growth Stocks Are Out, Energy Is In: BAML]( [For Asset Managers Growth Stocks Are Out, Energy Is In: BAML]( The S&P 500 continues its steady downward march this week after ending last week in the red. On Wednesday alone the index dropped off sharply, falling more than 2% in a single trading day. Meanwhile investors continue to reposition their portfolios as it's looking more and more like growth and Tech stocks are going out […] [Read the entire article by clicking right here]( [Chinese Economy Crashing As Trump Brushes Aside Calls For Trade Negotiations]( [Chinese Economy Crashing As Trump Brushes Aside Calls For Trade Negotiations]( China’s economy continued to contract in September as talk of trade negotiations with the Trump administration have cooled. Q3 hedge fund letters, conference, scoops etc Most often Chinese economic activity ramps up in September, but for the first time the NBS manufacturing PMI, which measures economic output to degrees, was down as broad measures of […] [Read the entire article by clicking right here]( [Nomura Warns Turkey Is Still Upside Down As Fate Of Religious Leader Factors Into Central Bank Decisions]( [Nomura Warns Turkey Is Still Upside Down As Fate Of Religious Leader Factors Into Central Bank Decisions]( The nation of Turkey is at a crossroads on several levels. After having elected the government of President Recep Tayip Erdogan in 2014, moves were quickly made to reduce press and speech freedoms along other civil liberties following a failed 2016 coup attempt. A desire to reign in the nation’s independent central bank was done […] [Read the entire article by clicking right here]( [Q3 2018 Top And Emerging Hedge Fund Managers – Conferences, Letters And More: Einhorn, Highfields, Horseman, Tourbillon – UPDATED 10/12]( [Q3 2018 Top And Emerging Hedge Fund Managers – Conferences, Letters And More: Einhorn, Highfields, Horseman, Tourbillon – UPDATED 10/12]( Small caps q4 Q4/FY/H2 2018 q1 2018 Q2 2018 Q3 small caps This page was just created on September 29th 2018 it will be updated a LOT for the next 90 plus days! As a reference in Q2 18 i updated the page about 116 times or more than once a day for 90 days […] [Read the entire article by clicking right here]( [Value Based ProChain Capital Holding Up Amid Crypto Collapse]( [Value Based ProChain Capital Holding Up Amid Crypto Collapse]( After capturing the attention of investors around the world at the end of last year, crypto assets have failed to live up to the hype this year. Q3 hedge fund letters, conference, scoops etc It has been a volatile year for crypto investors. Virtually every single cryptocurrency has seen its value fall this year. The […] [Read the entire article by clicking right here]( [Granular Investment Analysis From Benjamin Graham]( [Granular Investment Analysis From Benjamin Graham]( "The spectacle of Chesapeake and Ohio selling 9 or 10 points higher than time honored B. & O. must indeed excite wonder in the Minds of those veterans who recall that about 15 years ago the latter issue was quoted regularly at twice the price of its Southern neighbor." That's how Benjamin Graham began an […] [Read the entire article by clicking right here]( [Tourbillon’s Jason Karp Has A Change Of Heart]( [Tourbillon’s Jason Karp Has A Change Of Heart]( The hedge fund named after a Swiss watch designed to counter the effects of gravity has, itself, found gravity. Tourbillon Capital Partners told investors in a letter that the hedge fund was shutting down, citing poor returns in a challenging market environment. Q3 hedge fund letters, conference, scoops etc The Tourbillon Global Master Fund (TGMF) […] [Read the entire article by clicking right here]( [Morgan Stanley Calls BBB Investment Grade Debt A Beast, Warns Of Major Credit Dangers]( [Morgan Stanley Calls BBB Investment Grade Debt A Beast, Warns Of Major Credit Dangers]( There is a “beast” growing in the slightly damaged BBB investment grade debt market, a Morgan Stanley Corporate Credit Research report notes. As quantitative easing has engineered developed world real interest rates to turn negative in some cases, corporates have loaded up on debt. The now $2.5 trillion market risky but investment grade debt, up […] [Read the entire article by clicking right here]( [Not interested in any of the above? Check out thousands of more articles and our cat room by clicking right here]( Best Regards Jacob Wolinsky Founder, ValueWalk mailto:jacob@valuewalk.com jacob@valuewalk.com tel:973-685-6523 [973-685-6523](tel:973-685-6523) [facebook]( [twitter]( [linkedin]( ValueWalk 295 Madison Avenue New York, NY 10017 12th Floor info@valuewalk.com You received this email because you signed up for our daily newsletter but you can leave entirely or change your settings to get more or less emails whenever you want! [Unsubscribe from this email list](