Value Investing Starboard Value Presentation on Corteva and ON Semiconductors |
- Starboard Value Presentation on Corteva and ON Semiconductors
- Short Thesis on Celsius Holdings
- JCapital Research - Short Thesis on ACM Research
- Blank sheet for a new fund - structure and services
- Joel Greenblatt on Relative Value Investing
- Long Thesis on Donnelley Financial Solutions
- Interview with Airbnb CEO Brian Chesky
| Starboard Value Presentation on Corteva and ON Semiconductors Posted: 13 Oct 2020 03:32 AM PDT |
| Short Thesis on Celsius Holdings Posted: 13 Oct 2020 03:26 AM PDT |
| JCapital Research - Short Thesis on ACM Research Posted: 13 Oct 2020 03:24 AM PDT |
| Blank sheet for a new fund - structure and services Posted: 12 Oct 2020 12:40 PM PDT If you had a blank sheet to create a new fund, what do you think the best structure for such a fund is to align the manager with investors? Additionally, what services would the fund require and what is the most optimal service setup that minimises the cost that gets passed onto investors? (here I am thinking fund administration, custodian, data services such as Bloomberg or alternative, fund accountant etc.). Let's assume the fund will be managing $30-50m at a start. [link] [comments]  |
| Joel Greenblatt on Relative Value Investing Posted: 12 Oct 2020 11:25 PM PDT |
| Long Thesis on Donnelley Financial Solutions Posted: 12 Oct 2020 06:21 AM PDT |
| Interview with Airbnb CEO Brian Chesky Posted: 12 Oct 2020 09:00 AM PDT |
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