Latest Insights on DV
An Update on Third Point Reinsurance December 6, 2017 Pivotal Point Trader Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […]
This Is Tesla’s Real Business (It Isn’t Sports Cars) December 5, 2017 Global Economy I have a proposal for Tesla CEO Elon Musk: Sell Tesla’s money-losing automotive operations and focus the company where the real profit bonanza is.
Don’t Fall for the January Effect Myth December 2, 2017 Investing, Stocks, Trading Strategies Some trading myths have no real basis. Learning the truth about the legendary January Effect Myth will put you ahead of the curve in 2018.
The Reason Not to Sweat the 2018 Stock Market Drawdown December 1, 2017 Investing, Stocks So far this year, the market has had a very small sell-off. But with a historically low drawdown in 2017, we can’t expect the same next year.Sell DSLV and SDS; Then Add Three New Positions November 29, 2017 Pivotal Point Trader We added Potlatch Corp. (PCH) to the Pivotal Point portfolio two weeks ago. And it has already made an impression. As a Real Estate Investment Trust, the Spokane, Wash., company is unique. On paper, its integrated interests in resources, wood products and real estate do not seem terribly compelling. However, the business and share price have reached a pivotal […]





