Avenir Capital commentary for the second quarter ended June 2020, discussing their positions in Vail Resorts, Sony and CBRE Group. Get The Full Ray Dalio Series in PDF Get the entire 10-part series…
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Month: August 2020
2020 Activist Investor Report
There has been a surge in activist interventions at companies around the world, and there has also been a broadening of focusactivism is no longer the sole province of hedge funds and other specializ…
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Possible Tesla S&P Inclusion Price Dynamics
(Source: Green Car Reports) Tesla (TSLA) S&P Inclusion Mechanics Bloomberg published an article by Sarah Ponczek about Tesla (NASDAQ:TSLA), titled “When Tesla Hits the S&P 500, It’ll Spark …
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Demand For Tesla Vehicles Remained Strong During Pandemic, Says Elon Musk
Tesla Inc Chief Executive Elon Musk said in a podcast released on Friday that demand for the company’s electric vehicles remained strong throughout the coronavirus pandemic, with consumers preferring…
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BSTZ: Exploding Higher And Still At A Deep Discount
Written by Nick Ackerman, co-produced by Stanford Chemist Recently, we took a position in BlackRock Science & Technology Trust II (BSTZ). This was in our Tactical Income-100 Portfolio. This port…
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