There Won’t Be A Second Wave
I predicted the arrival of the coronavirus pandemic pretty accurately (see the predictions in this article). We took a defensive stance in our portfolio...
Author Archive - Inan Dogan, PhD
30 Most Popular Stocks Among Hedge Funds: 2020 Q1 Rankings
“I have given up on stock selection,” one of my readers emailed me recently. This is the common sentiment among most small-cap and value investors...
Jonathan Angrist’s Cognios Can’t Deliver Despite Apple, Amazon, Microsoft Bets
Investing is hard. It used to be very easy. Hedge funds in the 80s and the 90s managed to return nearly 40% annually and their investors gladly paid them...
Inovio Investors Should Watch This Video Before Losing Their Shirts
Yesterday we published an article about Inovio Pharmaceuticals, Inc. (NASDAQ:INO) that summarized Citron Research’s Inovio short campaign. Personally...
Hedge Fund Interview Series: Michael Castor of Sio Capital
We are planning to interview several hedge fund managers over the next few months and picked Michael Castor as our first “victim”. I have...
Time to Consider Herd Immunity For New York City And The Rest Of The Country
Yesterday Governor Cuomo announced one of the worst news I heard all month long. Only 21% of New Yorkers tested positive for COVID-19 antibodies in recently...
10 Largest Aluminum Producing Countries In The World
What are the top 10 countries that produce the most aluminum in the world today? We tried to answer this question in 2016 in this article titled 8 countries...
Here is the Fastest Way To End Lockdowns
This is the first time in 40 years that the global economic growth numbers will be significantly negative. China, Europe, United States, and India all...
Top 10 Hedge Fund Stocks Are Killing The Market
You can’t beat the market by actively picking stocks, do yourself a favor and invest in index funds. How many times in the last decade have you...
Top 5 Hedge Fund Stocks Absolutely Crushed The Market
How many times in the last decade have you heard that active stock picking is dead? Even the legendary billionaire investor Warren Buffett lectured investors...
Read This Before Betting The Farm On Gilead Sciences and S&P 500 Futures
Gilead Sciences (NASDAQ:GILD) surged 16% and index futures are up around 3.4% in after hours trading after an article reported anecdotal results of a...
We Are 100 Times Safer Now Than In Early March: Here is the Math
I started wearing disposable gloves and a mask in early March. Almost everyone was looking at me as if I was some kind of a freak. Today, I don’t wear...
KVH Industries, Inc. (KVHI) Might Be Worth Checking Out
I am always looking for some good investment ideas. Earlier this year I read the following stock pitch shared by MOI regarding KVH Industries, Inc. (NASDAQ...
President Trump: Don’t Bailout Billionaire Warren Buffett and Airlines
Exactly three years ago United Airlines (NASDAQ:UAL) violently removed a passenger from an overbooked flight, dragging him through the plane’s aisle...
Hell is Coming: Episode 3
Executive Summary: Three weeks ago I predicted that the U.S. death toll from COVID-19 would reach 20,000 by April 15th. In this article I will tell you...
Must See COVID-19 Presentation By Two Hedge Fund Managers
Adage Capital’s Phill Gross and Eminence Capital’s Ricky Sandler talk about the COVID-19 pandemic in the following video. I agree with everything...
There Are At Least 75,000 Coronavirus Infections In India TODAY: 21 Days Not Enough
The new coronavirus disease turned into a global pandemic because this novel virus could spread weeks without detection. There are several data points...
Hell is Coming and We Sold Out Our National Security For A Few Dollars
Executive Summary: Two weeks ago we predicted that the U.S. death toll from COVID-19 would reach 20,000 by April 15th. The following article explains...
Coronavirus Fatality Rate or Death Percentage: Puzzling Estimates
If you are looking for the new coronavirus’ fatality rate or the percentage of infected people who will die, this is the most accurate estimate you...
There Are At Least 500,000 Coronavirus Infections In Turkey Today
COVID-19 turned into a global pandemic because this novel coronavirus could spread weeks without detection. There are several data points that indicate...
Hell is Coming: Here is the Mathematical Proof
Executive Summary Right now 2 million Americans are infected with the coronavirus. The total U.S. death toll by April 15th will be more than 20,000. ...
10 Coronavirus Predictions From The Analyst Who Predicted The Coronavirus Crash
I hate to say this but, I told you so. On the morning of February 27th I published an article with the title “Recession is Imminent: We Need A Travel...
Plunge Protection Team Gives You Another Opportunity To Short The Market
Insider Monkey’s mission is to identify the best stocks to buy and sell using the signals that are sent by the best hedge funds and corporate insiders...
Donald Trump Has 4.3 Percent Chance of Dying From Coronavirus (Updated)
Update (3/17): When we initially published this article on March 3rd, our estimate for the new coronavirus’ fatality rate was 0.5%. Today, we increased...
Coronavirus Alert: Egypt Could Become The Next Iran
I am not an infectious disease expert but I have a PhD in financial economics and I am really good at analyzing data. Coronavirus pandemic is at the top...
At Least Half A Million People Are Infected With Coronavirus In China
China isn’t a country that cares a lot about human lives or human rights. Their #1 focus is economic growth and progress. So, I was a little surprised...
Recession is Imminent: We Need A Travel Ban NOW!
If US intelligence officers get their hands on information about a catastrophic imminent terrorist attack with unknown origins that will kill 250,000...
Hedge Funds Getting Addicted To Altria Despite Bears’ Warnings
After experiencing a tough 2018, Altria bought a 35% stake in Juul at a $38 billion valuation at the end of 2018. At the time it seemed like e-cigarettes...
Dump XLU and Buy These Dividend Stocks
Insider Monkey’s monthly activist newsletter is approaching its third anniversary. Our stock picks generated a total return of 87% vs. 47.7% for the...
5 Stocks Financial Advisors Are Checking Out
The US stocks started last week trading lower as investors were jittery over the tensions in the Middle East. However, as the prospect of an open military...
World’s Most Bearish Fund Hates Tesla, Apple But Likes This Stock
We recently came across an Australian publicly traded investment fund’s investor letter. East 72 is one of the most bearish fund’s in the...
Noked Capital: Best Performing Hedge Fund in 2019 Q3?
Every quarter Insider Monkey publishes its list of best performing hedge funds. Our goal is to identify the best hedge funds to replicate and thus avoid...
One of the Best Hedge Fund Managers of 2019?
I read an article on Bloomberg about Holocene Advisors. According to Bloomberg Holocene Advisors tripled its assets to $5.3 billion since its inception...
A Much Better Dividend Stock Than These Dividend Darlings
Dividend investors usually focus on companies that have a long track record of increasing their dividends year after year. The companies with at least...
A Much Better Dividend Stock Than These Dividend Kings
Dividend investors usually focus on companies that have a long track record of increasing their dividends year after year. The companies with at least...
A Better Dividend Stock Than Exxon Mobil, Altria, Universal and National Fuel
Dividend investors usually focus on companies that have a long track record of increasing their dividends year after year. The companies with at least...
Game Creek Capital’s Picks Beating The Market in 2019
We talked about Game Creek Capital about 8 months ago. Game Creek Capital is founded by Scott Mayo and taken over by Sean Murphy after Scott’s death...
Is This The Best Idea These Hedge Funds Can Come Up With?
The financial regulations require hedge funds and wealthy investors that exceeded the $100 million equity holdings threshold to file a report that shows...
Hedge Fund Battleground Stock Crashes and Burns
Insider Monkey tracks hedge funds’ moves to identify the best stocks to buy and short. We recommend about 10-15 long positions and 5-10 short positions...
World’s Most Bearish Hedge Fund Loves These Stocks
Russell Clark is dubbed as the “world’s most bearish hedge fund manager” because he is not only shorting the market, he is using leverage...
Moore Capital’s Final Letter and Latest Stock Picks
Billionaire Louis Bacon’s Moore Capital is closing its doors to new clients, returning money to its existing clients, and consolidating its three...
Checking Up On PAR Capital’s Recent Moves
I was recently contacted by PAR Capital asking me to update their hedge fund page. Ed Shapiro is retired in 2016 and the fund is currently solely managed...
Activist Short Seller Is Targeting Cintas Corporation (CTAS)
Activist short seller Ben Axler sent us an email this morning with the details of his short case against Cintas Corporation (NASDAQ:CTAS). We haven’...
5 Best Stocks To Buy Right Now According To Billionaire Einhorn
Billionaire David Einhorn shared his latest views regarding the markets and individual stocks in his 2019 Q3 investor letter. You can download a copy...
Rhizome Partners Took A Victory Lap on The Howard Hughes Corporation (HHC)
Rhizome Partners felt vindicated and took a victory lap on its The Howard Hughes Corporation (NYSE:HHC) investment. You can download a copy of Rhizome...
Billionaire Leon Cooperman Can’t Stop Talking About How Cheap These 5 Stocks Are
I listened to Leon Cooperman’s talk at an event hosted by the New York Alternative Investment Roundtable. There were a few members of the media present...
Here Is A Groundbreaking Investment Idea For Hedge Fund, Fixed Income and Gold Investors
Hedge funds aren’t what they used to be. They used to be exclusive investment vehicles where wealthy investors could generate double digit alpha with...
I Will Pay You $100 If This Stock Doesn’t Return 20% in One Year
Do you know any hedge fund manager who pays you if he can’t beat his target return? Does your financial advisor pay you if he fails to beat your target...
Will Michael Burry Get Trapped In These Stocks?
Michael Burry is a well-known value investor and the founder of Scion Asset Management. Scion Asset Management had more than $100 in AUM in 2016 and started...
Lone Pine Capital 2019 Q2 Investor Letter
Lone Pine Capital’s flagship hedge fund outperformed the S&P 500 Index by nearly 8 percentage points per year since its inception in 1998. But...
