Forge First: Long Canadian Oil Sands, Short US Energy
Forge First Asset Management commentary for the month ended November 30, 2019. The attitude of investors towards equities was…
Choice Equities Fund 3Q19 Investor Letter
Choice Equities Fund letter to investors for the third quarter ended September 30, 2019. Q3 2019 hedge fund letters,…
The Pedo Guy trial and Elon Musk; Tesla options trade
Whitney Tilson’s email to investors discussing TSLA options trade; Elon Musk’s new test: keep mouth in check at ‘Pedo…
Infinix S5 with 32MP in-display selfie camera is selling like hotcakes
If you want to judge the success of a phone, look at the sales it makes. We are totally…
Shiller Showed That Market Timing Is Price Discipline — That Changes Everything
Book authors are told that they need an “elevator pitch,” a concise statement of the message of their book…
There Are Things Other Than High CAPE Levels That Cause Recessions But They Are the Biggest Factor
The great untold story of stock investing is the implication of Shiller’s research that high CAPE levels cause recessions….
PayPal’s scam: Customers being charged an unnecessary 2.9% fee
Whitney Tilson’s email to investors discussing how Amazon wove itself into the life of an American city; thousands protest…
The Deciding Factor in 2020
Is there any single deciding factor that sets apart winning presidential candidates from losers? A great platform? Peace and…
Apple stock falls despite price target increase
Apple stock slipped in trading on Monday morning despite a price target increase from JPMorgan. Analyst Samik Chatterjee is…
Stanphyl short Netflix due to its egregious valuation
Stanphyl Capital’s letter to investors for the month of Novemeber, 2019. Friends and Fellow Investors: Q3 2019 hedge fund…
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