For Your Eyes Only

For Your Eyes Only
Market Research & Unique Analysis
Created 09 Apr 2021
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  • ROKU, TWLO, & SNAP: Is it Time to Buy?
    04 Nov 2021 • 1 min read • 1 0
    Hedge funds and institutional investors have until November 15th, 2021 to file their quarterly holdings as of September 30th, 2021. The next hedge fund specific newsletter will be published after that...
  • Personal Portfolio as of October 31st, 2021
    01 Nov 2021 • 2 min read • 2 0
    October Performance Personal Return during October: 5.62% S&P 500 Return during October: 6.91% October YTD Performance Personal Return - YTD (Year to Date): 20.99% S&P 500 Return - YTD: 22.18% October...
  • Icahn & Ackman: A Decades-Long Feud
    26 Oct 2021 • 6 min read • 3 2
    “I was minding my own business in 2003. I get a call from this Ackman guy. And I’m telling you, he’s like the crybaby of the schoolyard.” -Carl Icahn, Founder of Icahn Enterprises Carl Icahn and Bill ...
  • Kerrisdale Capital - Sahm Adrangi
    15 Oct 2021 • 4 min read • 4 0
    Sahm Adrangi - Founder & CIO of Kerrisdale Capital Kerrisdale Capital recently made headlines after publicly releasing a short report on Camber Energy, an oil and natural gas company. Sahm Adrangi is ...
  • Top 3 Hedge Funds Based on 3 Yr. Returns
    07 Oct 2021 2 0
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  • Personal Portfolio as of September 30th, 2021
    01 Oct 2021 • 1 min read • 2 0
    September Performance Personal Return during September: -4.30% S&P 500 Return during September: -4.71% September YTD Performance Personal Return - September YTD (Year to Date): 15.37% S&P 500 Return -...
  • Why has Roku's Volume Collapsed?
    30 Sep 2021 • 2 min read • 3 2
    Roku's volume has collapsed since breaking out during September of 2020. Roku Weekly Chart Weekly volume has regularly hitting 65M/week before September 2020. Roku's weekly volume hasn't broken 40M si...
  • Are We Due for a Correction?
    22 Sep 2021 • 3 min read • 3 1
    On September 20th, the S&P 500 experienced the 29th decline that was greater than 5% in magnitude since March 2009. Graphic by @CharlieBilello Subscribe now The decline from Sep. 2 - Sep. 20 is eerily...
  • $4+ Billion Hedge Fund with 25 Holdings
    18 Sep 2021 3 0
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  • Appaloosa Management - David Tepper
    09 Sep 2021 • 5 min read • 5 0
    “I would rather be lucky than be smart. But you have to be smart enough to put yourself in a position to be lucky.” – David Tepper, CEO & Founder of Appaloosa Management David Tepper, billionaire, phi...
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