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Jayson Derrick

Jayson Derrick

Jayson Derrick has been writing professionally about stocks since 2011. He is particularly interested in alternative investments, hedge funds, and activist investing. He is a big fan of NHL hockey and lives in Montreal, Canada with his wife and four year old daughter.

Latest Articles by Jayson Derrick

A Look At What Sycamore Finds Attractive In Victoria’s Secret

L Brands, the parent company of Victoria’s Secret, reached an agreement on Feb. 20 to sell a 55% stake in the high-end lingerie retailer to private equity firm Sycamore Partners. Sycamore is known for specializing in consumer and retail investments but some investors are questioning the logic behind buying a struggling brand. Off the bat,...

Pierre Andurand’s Hedge Fund Took A Big Hit In January

Pierre Andurand is considered to be among the world’s most notable oil traders and his hedge fund Andurand Capital Management lost 8% in January alone from its exposure to the commodity, sources told the Financial Times. Losses Piling Up Andurand’s hedge fund is one of the few of its kind in the world to specialize in oil. According to FT...

Portfolio Manager Makes The Case For Natural Gas Utility Dividend Players

Hennessy Funds Portfolio Manager Ryan Kelley made the case on a Yahoo Finance interview for dividends to be classified as the best alternative investment in 2020. Ultra-Low Rate Environment Despite stocks trading at or near historic all-time highs, there is still a lot of cash sitting on the sidelines waiting to find a home in some sort o...

Get Ready For Berkshire’s Annual Letter To Shareholders

Legendary billionaire investor Warren Buffett and his Berkshire Hathaway fund will release this weekend its annual letter to shareholders. The letter comes at a time of growing friction and dissatisfaction as some shareholders are less than pleased with Berkshire’s cash hoard that could be allocated towards buying back stock or paying a d...

Macao Is Open For Business: Don’t Bet Against The House

Macao, considered to be the world’s biggest gambling hub by a large margin, was given permission to resume operations on Thursday. Chinese people, in particular, are very fond of gambling and there is an obvious “pent-up demand” from lost time, according to Strategic Wealth Partners CEO Mark Tepper. Las Vegas Sands Macau casinos were forc...

Here’s Why Groupon’s Stock Hit A New All-Time Low

Long-term Groupon investors were likely browsing the platform to find a good alcohol deal to drown their sorrows. The stock traded lower Tuesday afternoon by more than 25% after reporting fourth quarter results but by Wednesday afternoon shares were lower by more than 40% and hit new all-time lows of $1.70.  Q4 Results Groupon said it ear...

Apparently, Investors Really Want Exposure To China

The death toll from the coronavirus which originated in China exceeded 2,000 and American companies of all sizes are citing virus-related headwinds in their outlook. Even the all-mighty and powerful Apple guided to a revenue miss from the coronavirus. Foresight Fund Shanghai-based mutual fund Foresight Fund Management collected 120 billio...

Highlights From Leon Cooperman’s Tuesday CNBC Interview

Billionaire investor and founder of Omega Advisors Leon Cooperman was a guest on CNBC’s “Halftime Report” on Tuesday to discuss investment opportunities and share his thoughts on U.S. Democratic contends. ‘Not Quite Euphoria’ Cooperman said the markets are in the “early stages of knocking on the door of euphoria” but as a whole it is not...

Retail Pro Breaks Down Walmart’s Q4: ‘Gets A Pass’

Retail behemoth Walmart reported Tuesday morning fourth quarter results which fell short of expectations. The company said it earned $1.38 per share in the fourth quarter on revenue of $141.7 billion. Both numbers were short of the $1.44 and $142.64 billion Wall Street analysts were expecting.  Q4 Highlights And Guidance Beyond the t...

Want To Short Chinese Stocks? Goldman Has A New Product For You

Investors looking to short Chinese stocks have found it difficult to do so. The Chinese stock market is notorious for high costs and heavy regulations, especially for foreign investors. In fact, Chinese law only allowed short selling in 2010 and came with a set of rules, like only blue chip stocks with solid earnings and minimum volatilit...

YieldStreet Expands Offering To The Masses Through Deal With BlackRock

New York-based YieldStreet offers clients access to investment opportunities that were once reserved for the super-rich and the largest hedge funds. YieldStreet’s unique crowdfunded deals give investors the ability to group capital together and invest in student housing, art, shipping, and other sectors. Until now, investors were only abl...

Franklin Resources compra a su rival, Legg Mason

The investment and alternative management universe underwent a major shift in dynamics after Franklin Resources reached an agreement to acquire rival Legg Mason. Key Details Franklin, a global investment management firm better known to the world for its Franklin Templeton brand, agreed to acquire Legg Mason, a provider of equity, fixed in...

Kraft Heinz’s Rough Week: Q4 Selloff Followed Up With Rating Downgrade

Food company Kraft Heinz reported Thursday fourth quarter results which came in mixed but investors punished the stock amid lack of clarity for 2020. Just one day later, credit rating agency Moody’s downgraded Kraft’s bonds to junk status. Q4 Review Kraft said it earned 72 cents per share in the fourth quarter on revenue of $6.54 billion...

T. Rowe Price Throws In The Towel On WeWork

Asset management firm T. Rowe Price Group said in a letter to investors it is ready to give up on its 2014 investment in WeWork and move on with lessons learned. T. Rowe Price manages more than $1 trillion in assets and said in its letter it made a “small investment” in WeWork in 2014. The investment was based on an “explicit” understandi...

SoftBank’s Earnings Presentation Leaves Out Mention Of Activist Investor

Japan-based global conglomerate SoftBank reported this week a return to profit in its fourth quarter results and its chairman Masayoshi Son was more than happy to gloat about its performance during a presentation. Absent from the presentation was any mention or discussion on the latest development at the company half the world away: a so-...

Carl Icahn Flexes Muscles In Letter To Occidental

Activist investor and Wall Street giant Carl Icahn owns around 3% of oil company Occidental Petroleum and wrote a scathing letter to the company’s management team. At the core of the letter is one key question: was Occidental approached by a potential buyer prior to entering into an agreement to buy Anadarko Petroleum for $37 billion, acc...

Which 5 Hedge Fund Titans Walked Away With $1B In 2019?

2019 was, for the most part, a good year for investors, but an even better year for a select few hedge fund managers. According to a Bloomberg report, five hedge fund managers took him at least $1 billion — and not all of them outperformed the broader market. The Top Five Earners Bloomberg made several assumptions in determining how...

Private Equity Partner Talks Inflows, Allocation, And Coronavirus

Rebecca Gibson, a partner at Oakley Capital Private Equity, said during a Bloomberg interview the private equity industry is booming from greater demand among investors, especially major pension funds. Where Demand Comes From One recent example of a pension fund shifting focus to private equity is the California State Teachers’ Retirement...

Hedge Fund Titan Dalio: Coronavirus Impact ‘Exaggerated’

The worldwide death toll from the coronavirus exceeded 1,000 for the first time and the virus has now spread to more than two dozen countries. But hedge fund titan and billionaire investor Ray Dalio counts himself in the not-so-concerned camp. Temporary Nature Dalio was speaking at the 2020 annual Milken Conference in Abu Dhabi and said o...

Investing Strategies Amid Ongoing Coronavirus Outbreak

The coronavirus is showing no signs of slowing down but investors appear to be unfazed. Despite a growing casualty list and new cases of the virus popping up worldwide, U.S. stocks were mostly higher Monday. So should investors continue holding an uber-bullish stance? According to notable Wall Street bull Ed Yardeni, the answer is not nec...

Tech Behemoths And ESG Funds Are Colliding

Actively managed sustainable equity funds appear to be conversing with some of the world’s largest and most visible tech companies, according to The Wall Street Journal. ESG Equals FAANG ESG, an acronym for environmental, social, and governance ranks among some of the more pressing investor concerns. Green policies like renewable energy o...

All Raise CEO Kostka Talks Importance Of Women In Venture Capital

The venture capital industry is undergoing a shift in which women are playing a bigger role. Gone are the days of venture capital dominated by men, at least according to All Raise, an advocacy group for women in VC and tech industries. The Facts Throughout 2019, a record 52 women were named as a partner or general partner at a VC firm, ac...

Highlights From VC Investor Geoff Yang’s CNBC Interview

Venture Capitalist Geoff Yang is the founding partner of Redpoint Ventures and sits on multiple public and private boards of directors. On Friday he was interviewed by CNBC’s Joe Kernen and Becky Quick and shared his insight on multiple topics of interest to investors. Why Companies Go Public Private companies stand to benefit from financ...

Making Sense Of Paul Singer’s Crusade Against SoftBank

Billionaire activist investor Paul Singer and his Elliott Management hedge fund look to be preparing for battle against fellow billionaire Masayoshi Son and his holding company SoftBank. The Details Elliott Management built up a $2.5 billion stake in Japan-based SoftBank and the activist hedge fund is looking to use its influence and push...

Twitter CFO Talks 2020 Outlook

Social media company Twitter reported Thursday morning fourth quarter results which sent the stock higher by more than 15%. Investors were particularly encouraged by multiple read-outs, including revenue exceeding $1 billion for the first time and monetizable daily active users coming in 4 million better than expected at 152 million. Foll...

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