This content is from: Portfolio Free of IPO Constraints, SPACs Can Make ‘Absurd’ Financial Projections — And This Hedge Fund Manager Says The Fallout Is Coming “You can get away with saying anything you feel like if you sell to the SPAC market,” says Orso Partners co-founder Nate Koppikar. By Michelle Celarier February 26, 2021
This content is from: Premium Millennium Cleans Up in 2021’s Most High-Profile SPAC Deal The hedge fund is the top shareholder inMichael Klein's fourth SPAC, which on Monday announced a $24 billion merger with Lucid Motors. By Michelle Celarier February 23, 2021
This content is from: Portfolio Exxon’s Carbon Emissions Plan Is ‘Nowhere Near’ Good Enough, Says Activist Investor A new impact investing firm founded by hedge fund veterans is fighting to add climate change experts to the oil giant’s board. By Michelle Celarier February 22, 2021
This content is from: Corner Office The Man Who Abandoned Value When Arne Alsin wrote about investing in disruptive companies two years ago, one commentator called it “one of the dumbest articles ever written.” After a 274 percent year, Alsin isn’t the one who looks dumb. By Michelle Celarier February 18, 2021
This content is from: Portfolio Melvin Capital Added to GameStop Shorts as WallStreetBets Took Aim Members of the Reddit forum leveled “profane and racist” slurs at Melvin Capital founder Gabe Plotkin, according to the hedge fund manager’s testimony to Congress. By Michelle Celarier February 18, 2021
This content is from: Premium Logica Capital Survived January — But Its Portfolio Managers Are Worried Hedge fund veterans Wayne Himelsein and Michael Green warn of an “increasingly fragile and illiquid market” caused by the growth of passive investing. By Michelle Celarier February 17, 2021
