The Latest from

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  January 26, 2024

  Betting on restructuring is a dangerous game

  

  Once businesses start to decline, achieving a return on assets that outweighs their cost of capital is difficult. Companies must start to adjust key parts of their operations.

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  January 19, 2024

  This market misunderstanding can be profitable

  

  Businesses in the mature stage are marked by peak profitability, however, this principle also indirectly leads to their demise.

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  January 12, 2024

  This market misunderstanding can be profitable

  

  Growth companies will peak at some stage, and that is when they become mature.

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  January 5, 2024

  Investors may want to reconsider withdrawing from this fund

  

  Tiger Management was one of the most well-known and influential hedge funds in history.

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  December 22, 2023

  The market may not fully understand the business life cycle

  

  Only 40% of startups can become profitable. These profits are a byproduct of these companies' ability to prove their products and services in the marketplace. Once the business model is accepted by the market, external funding may not be necessary as cash flows can provide the money for reinvestment.

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  December 15, 2023

  The market may not fully understand the business life cycle

  

  Businesses start and fail every day. Most of those that fail do so in the startup phase.

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  December 8, 2023

  IP provides a strong competitive advantage, as long as it lasts

  

  The last five years have marked the emergence of two critical technological advancements, Artificial intelligence (“AI”) and cryptocurrencies. Notably, these two industries have stimulated explosive growth in demand for graphics processing units ("GPUs").

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  November 10, 2023

  Millenium may be trying to save one of its biggest competitors

  

  What started as an obsession with numbers and probabilities has evolved into something massive for Steven Schonfeld. After working as a stockbroker up until 1988

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  November 3, 2023

  New talent could mean new returns for this fund

  

  In more recent years, Dmitry Balyasny has been seen in headlines in the hedge fund talent war, actively “stealing” employees from the industry giants. Though to have people want to work for you, things must be going alright.

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  October 27, 2023

  FTC pushback is no problem for this fund

  

  Tom Steyer is probably most famous at this point for his failed 2020 presidential run. However, he first came to prominence as the founder of the successful hedge fund Farallon Capital.

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  October 13, 2023

  This fund has all its eggs in one basket, and it seems to be working

  

  CAS Investment Partners has rallied heavily this year being up 88%, and this isn’t the first time the firm has seen these types of numbers.

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  October 6, 2023

  After a big win, this activist hedge fund has a new target

  

  Starboard Value is a notoriously successful hedge fund. As we wrote back in 2021, the origins of the firm began with Peter Cohen, one of the most respected names in the hedge fund universe.

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  September 29, 2023

  This AI tool could replace 1,000 analysts

  

  The war for talent in the hedge fund is escalating. These funds are heavily performance-based. Therefore, if a manager is historically known to generate profits, it becomes an all-out money brawl.

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  September 22, 2023

  This hedge fund could not have asked for a better time to expand

  

  In the aftermath of the pandemic, Dubai authorities have significantly pushed its effort to become the central hub for the hedge fund industry. So far they’ve been very successful. Forty funds have been registered as of July 2023 in the Dubai region. Of those, one-third have arrived within the last twelve months.

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  September 15, 2023

  Don’t confuse this fund’s luck for skill

  

  Macro hedge funds came out of the woodwork in January to brag about their fantastic 2022 gains.

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  September 8, 2023

  If Buffett isn’t worried, you shouldn’t be either

  

  The economy is not clear-cut.

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  September 1, 2023

  Look at what this top 1% fund manager is doing next

  

  Passive investing has been blowing active management out of the water for years.

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  August 25, 2023

  Internal conflict is crushing this quant fund’s performance

  

  Even as inflation cools down and the Fed has signaled it’s slowing down its rate hikes, recession concerns are still present. Investors are sitting and waiting to see what the market does next. Every few weeks, when a new piece of news comes out about job data, inflation, or the latest Fed actions, the market can swing dramatically. This uncertainty drives price swings as investors are concerned about what the future holds. In these situations, hedge funds often use its trading algorithms to profit from these changes. Hence, the reason quant funds often thrive in volatile markets.

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  August 11, 2023

  Wall Street is now in space

  

  It’s official… space is an industry.

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  August 4, 2023

  Market bet is the name of the game for this fund

  

  History has shown that the market is quite volatile and unpredictable. With tight lending standards and hiking rates, there have been recent developments of recessionary concerns.

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