Below you'll find a list of all posts that have been categorized as “Investing”
New LONG position(s) in Vailhsire Partners, LP last week: $BIIB $SPLK $TTD Closed LONG position(s): $FB New SHORT position(s): $BMY $CHIX Covered SHORT position(s): $XLV Gross July returns (through 7/27/18): 3.6% Gross YTD returns through 7/27/18: 11.0% ———- Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO that is managed by Dr. Jeffrey W. Ross. The …
Vailshire Partners LP–a long/short, healthcare- and technology-focused hedge fund based in Colorado Springs–sold its entire stake in Facebook today. Dr. Jeffrey W. Ross, the founder and managing director of Vailshire Partners LP and Vailshire Capital Management LLC, explained the reason for his removal of the world’s most popular social media site from his hedge fund’s portfolio: “Facebook has been a …
The following (slightly edited) PowerPoint presentation was given by Dr. Jeffrey W. Ross at #VALUExVail on June 28, 2018. Special thanks to Vitaliy Katsenelson for allowing a “top-down,” trend-following lecture to be presented at a hard-core value investor conference! JeffRossUpdatedVALUExVail2018 The following tickers were briefly presented within the lecture: $IBB $SBIO $CELG $REGN $ILMN $AMGN $BIIB $BMY $GILD $BIB $SLP …
New LONG position(s) in Vailhsire Partners, LP last week: None. Closed LONG position(s): None. New SHORT position(s): $NVS, $YTRA. Covered SHORT position(s): None. Gross July returns (through 7/20/18): 6.8% Gross YTD returns through 7/20/18: 14.5% ———- Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO and managed by Dr. Jeffrey W. Ross. The hedge fund is …
New LONG position(s) in Vailhsire Partners, LP last week: $TWLO $IDXX $TSG $SLP Closed LONG position(s): $SLX New SHORT position(s): None. Covered SHORT position(s): None. Gross July returns (through 7/13/18): 6.0% Gross YTD returns through 7/13/18: 13.6% Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO and managed by Dr. Jeffrey W. Ross. The hedge …
Dear clients and friends of Vailshire– Happy Independence Day week! I hope you have been enjoying the freedom that we are blessed with in this country. And for those Vailshire clients and friends who are serving or have served in the military… thank you very much! 2018 2nd Quarter Investment Highlights World politics remain turbulent, due–in no small part–to the persistent …
Dear clients and friends of Vailshire– I hope that all is well with you, wherever in the world this memo finds you! 2018 1st Quarter Investment Highlights Volatility has (finally) returned. Normally a staple in the marketplace, volatility was conspicuously absent for the vast majority of 2017. If you pay any attention to financial media or literature, I am sure …
This fantastic lecture was presented by artificial intelligence (AI) expert, Andrew Ng, at MIT’s EmTech conference. Watch as Andrew describes the new AI era, where a traditional technology company plus a neural network does NOT equal an AI company… a common misconception among business owners and investors! According to Ng, a modern-day AI company requires: Strategic data acquisition Unified data …
Memo to: Vailshire Clients From: Jeffrey W. Ross, MD, RIA Date: October 1, 2015 When Bad News is Good News Warren Buffett, considered by many to be the greatest investor to have ever lived, has said, “Bad news is the friend of the long-‐term investor.” This is because bad news—whether brought about by …
Originally posted on Seeking Alpha Summary It’s time to make the move from hamburgers to hot dogs. Sustained growth of revenues and earnings makes Nathan’s Famous Inc a compelling stock to own. Insider ownership makes a huge difference in terms of shareholder-friendliness. The Eulogy McDonald’s (NYSE:MCD) investors have long enjoyed tremendous returns, thanks to billions and billions of burgers served …
