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Legendary investors such as Jeffrey Talpins and Seth Klarman earn enormous amounts of money for themselves and their investors by doing in-depth research on small-cap stocks that big brokerage houses don't publish. Small cap stocks -especially when they are screened well- can generate substantial outperformance versus a boring index fund. That's why we analyze the […]...
(Bloomberg) -- One of the world’s biggest pea processors is considering expanding into fava beans as the boom in alternative proteins fuels demand for special crops.France’s Roquette Freres SA is exploring processing the beans as consumers increasingly turn toward plant-based meats as well as substitute proteins in sports nutrition drinks and other beverages, said Jean-Philippe Azoulay, the company’s head of peas and new proteins.While the pulse market is tiny compared with crops like wheat and soy, demand is on the rise amid interest in plant-based proteins brought about by Beyond Meat Inc. and Impossible Foods Inc. For decades, vegetarians and vegans have been the main market for such proteins, but that’s now changing as consumers seek to diversify diets and opt for more environmentally friendly options.“We are already looking beyond peas,” Azoulay said in an interview at the Future Food-Tech Innovation & Investment summit in London. “The fava bean seems to...
Concerns over rising interest rates and expected further rate increases have hit several stocks hard during the fourth quarter of 2018. Trends reversed 180 degrees during the first half of 2019 amid Powell's pivot and optimistic expectations towards a trade deal with China. Hedge funds and institutional investors tracked by Insider Monkey usually invest a […]...
(Bloomberg) -- Follow Bloomberg on LINE messenger for all the business news and analysis you need.Indonesia’s bonds have blown away their competitors this year and there are plenty of reasons to suggest they have room to keep rising.The nation’s sovereign debt has returned 13% in 2019, outpacing the 6.1% gain of emerging-market government bonds as a whole, according to Bloomberg Barclays indexes. Indonesia’s securities have been boosted by central bank easing and an improving fiscal story, and gained despite the U.S.-China trade war.Here are four reasons why the rally may still have legs:1\. Accommodative Monetary PolicyBank Indonesia has already cut its benchmark rate three times this year but economists predict there is more to come. The central bank will lower its seven-day repurchase rate to 5% when it meets Thursday from the current 5.25%, according to 11 of 15 respondents to a Bloomberg survey as of 4 p.m. in Jakarta on...
(Bloomberg) -- Companies are misusing Alphabet Inc.’s virus scanner and similar products, and are unwittingly leaking data such as factory blueprints to intellectual property online, Israeli cybersecurity company Otorio Ltd. said.The firm said it discovered thousands of unprotected files from companies in the pharmaceutical, industrial, automotive and food industries as part of a project to research the malware logged by VirusTotal, which is owned by Alphabet cyber security subsidiary Chronicle. Otorio didn’t find any documents uploaded to VirusTotal that had been used in a cyber attack.“From what we found, we could design a very constructive hack. We found files that gave us a blueprint of how to infiltrate the production floor,” said Otorio Chief Executive Officer Daniel Bren, a reserve brigadier general who established the Israeli army’s cyber defense unit. “The companies’ trademarked secrets are on those blueprints.”VirusTotal makes scanned documents available to cybersecurity firms and researchers to help improve the...
At Insider Monkey, we pore over the filings of nearly 750 top investment firms every quarter, a process we have now completed for the latest reporting period. The data we've gathered as a result gives us access to a wealth of collective knowledge based on these firms' portfolio holdings as of June 28. In this […]...
Oct.20 -- Hong Kong protesters unleashed another wave of destruction on the city, setting fires and wrecking shops in a pattern of violence that has taken root after 20 weeks of demonstrations. Stephen Engle reports on "Bloomberg Daybreak: Australia."...
