Greenhaven Road Capital recently released its Q3 2020 Investor Letter, a copy of which you can download here. Greenhaven's estimated returns for the third quarter totaled approximately +50% net of fe
The multi-faceted deal boosts its cash flow while enhancing its financial flexibility.

KKR Invests in Pinnacle Towers

09:46pm, Monday, 02'nd Nov 2020
MANILA, Philippines--(BUSINESS WIRE)--KKR Invests in Pinnacle Towers.
Oct.30 -- Henry Kravis, co-founder and co-chief executive officer of KKR & Co., discusses recent market volatility, acquisition strategy, and the private-equity firm's investments in Asia. Kravis sp
KKR & Co, Inc. (KKR) Q3 2020 Results - Earnings Call Transcript
Private equity firm KKR & Co Inc said on Friday its after-tax distributable earnings rose 6% year-on-year in the third quarter, driven by growth in management fees and transaction fees from its capita
NEW YORK--(BUSINESS WIRE)--KKR & Co. Inc. (NYSE: KKR) today reported its third quarter 2020 results, which have been posted to the Investor Center section of KKR's website at https://ir.kkr.com/events
The best opportunities are in the most-beaten property sectors. The pandemic will pass and things will gradually return to normal. Private equity players are buying discounted retail and office REITs.
KKR Real Estate Finance Trust Inc. (KREF) CEO Matt Salem on Q3 2020 Results - Earnings Call Transcript
Many prominent investors, including Warren Buffett, David Tepper and Stan Druckenmiller, have been cautious regarding the current bull market and missed out as the stock market reached another high in
The financial sector is undervalued as the economy is hit from the pandemic, interest rates were cut to zero and that affects financials as well.

New Preferred Stock IPOs, August 2020

09:00am, Wednesday, 02'nd Sep 2020
Nine new preferred stocks were introduced during August offering an average annual coupon of 6.7 percent.

Tracking ValueAct Portfolio - Q2 2020 Update

03:48pm, Sunday, 30'th Aug 2020
ValueAct’s 13F portfolio value increased from $6.96B to $8.74B this quarter. ValueAct added Nikola while dropping Stars Group during the quarter.
Prem Watsa’s 13F portfolio value increased from $1.44B to $1.59B this quarter. Fairfax Financials’ largest three stakes are Atlas Corp., BlackBerry, and Kennedy-Wilson.
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