Portfolio holdings

Hedge Fund Analysts Class 2nd Semester- a Word about Attendance

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I have very flexible rules about work and participation in the Insiders Intern Analyst program. Still, one of them is non-negotiable, and I make that clear in the interview process. The main question I asked everyone in the intern interview process- is whether you will give it the time it deserves, not just for yourself but out of respect for my time and the time of our fellow interns. If you can’t make a meeting, that’s understandable, but you should put forth and share work or insight of some kind to make up for your absence. it’s assumed you are … Read more

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The esteemed Ned Davis research letter might give The Insiders Fund an unexpected push toward the finish. As readers of our blog should know we’ve been pretty keen on the undervalued airline sector.  We especially like Delta here with its recent pullback in price.  We also own American Airlines and United Airlines.  We know we are in good company with Warren Buffett, Delta’s largest shareholder. I keep thinking he is going to buy Delta as one final hurrah.  That’s what an Investor Business Daily article said back in April. With the recent pullback, it might be more likely. The analyst, … Read more