Silver Isn’t The Next GameStop

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Let’s get this out of the way, before we’re accused of being silver bears: we’ve been bullish on the iShares Silver Trust ETF (SLV) for months. Each trading day, we rank all the securities in our universe by our estimate of their potential returns over the next six months. We base that on our analysis of their past returns as well as options market sentiment on them. We broke down this analysis for SLV in December (Why-Oh Silver). SLV was one of our top ten names in our most recently completed top names cohort, the July 30th one.

Get The Full Series in PDF

Get the entire 10-part series on Charlie Munger in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

Q4 2020 hedge fund letters, conferences and more

Dov Gertzulin's DG Value Funds returned approximately 19.2% in the quarter ending December 31, 2020, according to a copy of the hedge fund's full-year 2020 letter to investors, a copy of which ValueWalk has been able to review. Following the fourth-quarter performance, DG's flagship value strategy ended 2020 with a positive return of 23.7%. That

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