Giano Capital Adds Cyclical Stocks A “Barometer” Shows Rising Inflation

Now you can with ValueWalkPremium.com We are offering a special discount for Labor Day [use coupon code LABOR](). Our next offer will not be for some time and will likely be on a higher price base (see more on that below). There are four special items about this deal: - ValuewalkPremium will probably never be this cheap again. Once this offer expires, it's gone forever, and we will likely never have our price as low as $159.99/year again. - We will be upping the prices in the winter of 2021 to better reflect the value it provide and to account for additional products such as our new monthly hedge fund newsletter. This will only apply to people who have not yet joined. - Your price will never increase after joining. Your price will never increase after you join, When you lock in the $159.99/year price, it will never increase. No gimmicks. We still have people who signed up in 2016 and were grandfathered in at $41/year. - You get a 3 day free trial. during which time you are not billed. Feel free to opt-out at any point during your free trial by emailing us,= calling us, or doing it yourself in the dashboard. We make it very easy for those not interested. However, we are sure you will love it. Don't take our word for it. See what the top investors are saying! “Valuewalk Premium is a must have for anyone interested in the hedge fund and value investing world.” – Sahm Adrangi – (Chief Investment Officer Kerrisdale Capital Management LLC and among the best short-sellers today) Valid till 09/12 midnight EST or when we run out of spots (whichever comes first so hurry) Please do not share this deal with others. Use coupon code COUPON at checkout or [click on this direct link](. ​ ​[Giano Capital Adds Cyclical Stocks A “Barometer” Shows Rising Inflation](​ Giano Capital returned 1.9% in August, taking the fund's year-to-date performance to 2.2%. Since its inception, Giano's flagship fund has returned 8.6% annualized, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2021 hedge fund letters, conferences and more Giano presents its returns going back to […] [Read More](​ ​[Ashva Capital August 2021 Commentary](​ Ashva Capital commentary for the month ended August 31, 2021. Q2 2021 hedge fund letters, conferences and more You've undoubtedly read the statistics that the vast majority of active managers fail to beat their benchmark. Additionally, in a bull market it becomes even harder for investors who are value oriented as opposed to momentum oriented […] [Read More](​ ​[How to Deliver a Great Customer Experience on a Budget](​ Customer experience (CX) is everything. If your customers don’t have a good experience, it can have a detrimental effect on your brand. You can get negative ratings and reviews, build up a bad reputation, and lose business. The problem is, many customer experience solutions can be expensive. If you’re a small business, pricey customer management […] [Read More](​ ​[eDreams Odigeo (EDR) Earnings & POWW Selling Pressure](=)​ This weekend we review eDreams Odigeo SA (BME:EDR) 1Q 2022 earnings and discuss Ammo Inc (NASDAQ:POWW)’s recent selling pressure. Q2 2021 hedge fund letters, conferences and more Before we dive in, here’s a snapshot of the moves we made in the portfolio this past week: Trimmed NTDOY and HCITY to free up cash to buy […] [Read More](=)​ ​[This Billionaire Is Now Using One Of Our Top Strategies](=)​ Has billionaire Dan Loeb been reading the RiskHedge Report? Q2 2021 hedge fund letters, conferences and more Dan Loeb’s Fortune Loeb climbed to the top of Wall Street by achieving remarkable success as an “activist investor.” In a nutshell, Loeb would buy large stakes in struggling companies… replace management… and make other adjustments (like cutting a […] [Read More](=)​ ​[Commercial Real Estate Is Due For A Correction, And COVID-19 Wasn’t It]()​ The word “recovery” comes up a lot these days, describing everything from recent job gains to resurgent lending and transaction volume in commercial real estate. But before investors get too carried away by the good news, they should pause to ask themselves, “what are we recovering from?” Q2 2021 hedge fund letters, conferences and more […] [Read More]()​ ​ [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2021 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe]( or the 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523