Sequoia sent ripples through the market and perhaps struck fear in the hearts of a large number of investors with its latest letter on coronavirus, but the viral panic in reality has been underway for weeks across the alternative investment arena
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Private Fund Managers are Prepping and Pricing for a Bear Market Dec13
Private equity and venture capital firms have been raking in the cash from return-hungry investors in 2019, but even the most popular firms winning mandates are waiting for the other shoe to drop as some investors are paying closer attention to fees, according to a recent industry surveys
... Read more »Signet Jewelers Sparkles With Opportunity Dec11
Signet Jewelers is a good example of a profitable business with a solid balance sheet, decent margins, diversified product portfolio, high market share, growing omnichannel presence, bloated costs, and top management with a defined plan of optimizing the business at the helm
... Read more »Best Idea 2020: Business of Water-as-a-Service (WAAS): AquaVenture Holdings Ltd Dec6
Christopher Antonio, CIO, Dipsea Capital LLC breakdowns AquaVenture Holdings, a developer and provider of sustainable water.
... Read more »Best Idea for 2020: Investing in Broadway with a Gender Lens Strategy Dec6
Valerie Novakoff, Founder & Managing Director, Broadway Women’s Fund (Broadway’s first impact investing fund) walks us through the ins and outs of investing in theatre.
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