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Laughing Water Capital H1 2020 Letter

01:20pm, Tuesday, 28'th Jul 2020
Laughing Water Capital is a concentrated, long-biased investment partnership open to accredited investors.

Greenhaven Road Capital Q2 2020 Letter

12:25pm, Tuesday, 28'th Jul 2020
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm.
Canterbury Tollgate is a value and quality-oriented investment manager with a distinctive focus on equity evaluation & selection plus risk mitigation.
Robinhood's younger and more novice investors appear to be wising up.
Investment firm Eurazeo has asked bidders to submit last-ditch bids in September for French car rental firm Europcar Mobility Group SA as it seeks to avert a painful restructuring, sources familiar wi

3 Stocks to Avoid This Week | The Motley Fool

12:15pm, Monday, 27'th Jul 2020
A car rentals survivor, multiplex operator, and sports wagering leader seem pretty vulnerable this week.

The Deformed Bubble

11:34am, Monday, 27'th Jul 2020
A brief review of developments since May shows that there are three groups of states and economic activity by consumers reacts to the virus rather than government mandates.
Sens announcement for RECM & CALIBRE LIMITED – Notification of an Acquisition of a Beneficial Interest in Securities - SENS
Momentum traders have started to chase shares of bankrupt companies in recent weeks despite the equity likely to end up being worthless.
Avis Budget Group leadership have demonstrated excellence in working capital management and liquidity preservation this year.
Hertz Global Holdings Inc. reached a deal with its lenders, which gives the rental-car company the right to slash its fleet of cars by more than 182,000 vehicles as well as chop into its debt load.
Under an agreement with the lenders, Hertz has agreed to sell 182,000 cars over the next few months, Tom Lauria told U.S. Bankruptcy Judge Mary Walrath.
Hertz stock has become a symbol of Robinhood traders: It's unpredictable, irrational and a massive red flag to investors everywhere.
Uncertainty remains extremely high regarding the: virus and its countermeasures, medium-term impact on US and global economies, progression of government programs, and financial market reaction to all

Azed slip No 2,508

12:00pm, Friday, 24'th Jul 2020
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