Hound Partners Short Book Helps Lift Fund To 23.4% Return In H1

Hello Reader, ​ please check out the top stories from ValueWalk below! Spinoff Investing Offer While nothing in the investing world is guaranteed, investing in spin-offs is the closest thing to a sure thing that you will see. That’s why legendary investor, Peter Lynch, wrote in his book One Up on Wall Street, “Spin-offs often result in astonishingly lucrative investments.” Over the past ten years ending in March 2019, the Bloomberg Spin-off index has generated an average annual return of 22.6%, beating the S&P 500 by 5.7% per year. Our picks (both paid and free) have generated an average return of 24.3%, beating the S&P 500 by 8.3%. At [Stock Spin-off Investing](, we focus exclusively on identifying the most promising stock spin-offs. The Stock Spin-off Investing Newsletter allows savvy investors the opportunity to follow our highest conviction ideas. The newsletter includes: - ~5 to ~10 high conviction spin-off recommendations annually (we also tell you when to sell) - A weekly newsletter with news and analysis related to recommendations - A weekly live video call to discuss open recommendations and other spin-off news and to ask questions. - A 30 day money back guarantee For a limited time (coupon expires on 8/22/19), exclusively for ValueWalk readers - save 25% on an annual subscription to the Stock Spin-off Investing Newsletter. Just enter code “valuewalk” to lock in your savings. [Click here to sign up today](. Please contact rich@stockspinoffinvesting.com or info@valuewalk.com if you have any questions about this offer  [Hound Partners Short Book Helps Lift Fund To 23.4% Return In H1](=) Hound Partners returned 23.35% gross and 18.32% net for the first half of the year with gains on both the long and short side. The long equity portfolio gained 19.5% gross, while the short equity portfolio gained 4.93% net. The firm's Long fund gained 20.76% gross and 19.93% net, while the Concentrated fund gained 20.86% […] [Geoff Gannon: Investing In Dark Stocks]( ValueWalk's Raul Panganiban interviews Geoff Gannon, the portfolio manager at Focused Compounding Capital Management and co-hosts the Focused Compounding Podcast with Andrew Kuhn. In this interview, Geoff discusses finding overlook opportunities, dark stocks, how he determines a good investment, and not overlooking the risk of fraud. Q2 hedge fund letters, conference, scoops etc See [Seth Klarman: Value Investors Need To Be Disciplined]() Value investing is simple to understand but challenging to implement. The process can be simplified by developing a strict set of rules and sticking to them religiously, according to Seth Klarman. Q2 hedge fund letters, conference, scoops etc Klarman is considered to be one . . . SORRY! This content is exclusively for paying members. […] [Even After Rough July, Crypto Hedge Funds Up 71% YTD: Eurekahedge](=) Index Flash Update (14 August 2019) – Hedge fund managers recorded another positive month following strong 1H performance Q2 hedge fund letters, conference, scoops etc [WeWork “Combination Of Uber, Tesla, Fyre Festival & Theranos”: Tilson]( Whitney Tilson’s email to investors discussing the WeWork scam; Evaluating General Electric Company (NYSE:GE); Druckenmiller buys GE; Briggs & Stratton Corporation (NYSE:BGG) hit a 45-year low; Overstock CEO takes aim at ‘Deep State’ after romance with Russian agent. 1) Following […] The post [WeWork “Combination Of Uber, Tesla, Fyre Festival & Theranos”: Tilson]( appeared first on [ValueWalk](=). [GMO: Just Why Has Value Underperformed Growth For The Past Decade?]( Here’s a great new paper by the team at GMO which discusses the factors that have caused the underperformance of value investing in the past decade, stating: Q2 hedge fund letters, conference, scoops etc [The Underlying Fundamentals Of The Economy Still Look Strong](=) PHILADELPHIA—Nationally syndicated host and biblical investing authority Dan Celia said that even with the fluctuations in the markets this week, he is staying true to his rationale that the underlying fundamentals of economic growth remains robust. “The underlying fundamentals of the economy […] The post [The Underlying Fundamentals Of The Economy Still Look Strong](=) appeared first on [ValueWalk](=). [Negative Is The New Subprime]( What is nothing? What comes to mind when you imagine nothing? The moment we try to imagine what nothing is, we fail, because nothing cannot be envisioned. There is nothing to envision or ponder or even think about. Nothing is no thing. Q2 hedge fund letters, conference, scoops etc [Four Dividend Growth Stocks Increasing Returns To Shareholders](=) Dividend Growth Investing is a strategy that focuses on companies that consistently raise dividends out of their rising stream of earnings. The goal of the dividend growth investor is to identify such companies, acquire them at an attractive valuation, and build their collection of businesses over time to create a diversified portfolio that can withstand […] [Managing Your Credit Card Balances: Rod Griffin Of Experian](=) ValueWalk’s interview with Rod Griffin, the Director of Public Education at Experian. In this interview, Rod discusses Experian Credit Works for consumers to keep a track of their credit scores, nationwide trends regarding credit and debt, the impact of decreasing […] The post [Managing Your Credit Card Balances: Rod Griffin Of Experian](=) appeared first on [ValueWalk](=). [8 Highlights Of David Rubenstein On CNBC]( David Rubenstein was interviewed on CNBC this morning. These are the highlights: Q2 hedge fund letters, conference, scoops etc [Bonds Are Frickin’ Expensive]() First, a disclaimer. We are not suddenly pro-market timing. We have always either advocated against it, or, at the most, argued for sinning a little (meaning don’t do much of it or only do it at true extremes – and even then don’t do that much of it!). Still, whether you’re going to do anything […] [The Number Of Primary Focus Activists Keeps Falling](=) This week’s 13F portfolio disclosures revealed few exciting details, although given that the period to which they relate was the end of the second quarter, that is perhaps unsurprising. Even putting aside the old adage “sell in May and go […] The post [The Number Of Primary Focus Activists Keeps Falling](=) appeared first on [ValueWalk](=). [Currency Wars: Stacking Up The World’s Largest Currencies]( Money makes the world go ‘round. But, which currencies and assets make up most of the money supply? To find the answer, it takes a little more than looking at the total amount of currency in the world. The world’s money supply includes currency, cryptocurrency, precious metals, and any other liquid instruments circulating in the […] [Top 10 Countries With Highest Inflation Rates In The World](=) The annual inflation rate in the United States hovers at around 2%. For the uninitiated, inflation is the annual percentage change in consumer prices compared to previous year’s prices. Many third-world and politically unstable countries have been victims of hyperinflation. […] The post [Top 10 Countries With Highest Inflation Rates In The World](=) appeared first on [ValueWalk](=). Good Reads = Good Trades Good Reads = Good Trades Start your day with [Dear Wallstreet](=) — the free weekly emails that deliver news from stock alerts to every day business. No more boring news articles or click bait. Let’s get that pulse going! Business news doesn't have to be dry, dense and boring...make your day more enjoyable, for free. [Sign up for free](=) The newsletter is always free and you can unsubscribe anytime. [Unsubscribe]( | or [You can update email preferences and frequency here]() | (c) VALUEWALK LLC 2011-2019 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523