ValueWalk’s August 2022 Hedge Fund Update: Coltrane Gains 225% Shorting Tech

ValueWalk's August 2022 Hedge Fund Update: Coltrane Gains 225% Shorting Tech

Welcome to our latest issue of ValueWalk's hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback! Featuring Coltrane gains 225% shorting tech, Quant Fund Fort gets caught out by volatility, and Hedge Funds prey on struggling startups. […] Read More

Simpson Manufacturing Quietly Builds Foundations For Growth

Simpson Manufacturing Builds Value For Investors Simpson Manufacturing (NYSE:SSD) is a growth story that has legs and one that offers more than just growth for investors. On the one hand, CEO Karen Colonias has been diversifying the company into five distinct end-use markets and that diversification is proving its worth in more ways than one. […] Read More

Is High-Yield Whirlpool A Value Trap?

High-Yield Whirlpool Provides Value And Yield Shares of Whirlpool (NYSE:WHR) are trading under 7X the consensus for earnings and offer a deep value relative to the broader market (NYSEARCA:SPY). The question that should be asked, however, is this value a trap that will tie up investor capital with little to no return? Based on the […] Read More

Is RPM International Shifting Into High Gear?

RPM International Leans Into Price Increases For Record Results RPM International (NYSE:RPM) reported a mixed quarter but gave favorable guidance that should help lift share prices over the next few months. The caveat is that pricing increases can be blamed on most of the success, and price increases aren't ending. While RPM International did not […] Read More

Yelp Switching To Fully Remote Work, Sees Savings

Top executives continue selling via automatic monthly plan Yelp (NYSE:YELP), the pioneering tech firm that monetized crowd sourced user reviews, said last month it's converting to a fully remote workforce. Though a contentious issue, Yelp said that after the COVID-19 pandemic it realized the move would provide cost efficiencies and other benefits. Q2 2022 hedge fund […] Read More

S&P Analysis: Cybersecurity M&A Still Hot In Q2, But Economic Uncertainties Weigh On Outlook

The second quarter saw 45 cybersecurity deal announcements totaling $12.94 billion in transaction value, according to a new data analysis from S&P Global Market Intelligence's 451 Research. While the deal volume was slightly lower than the 52 announcements reported in the same period a year earlier, it remained well above the second-quarter volume seen in […] Read More