Teekay Tankers: Most Value But Worst Trade

Over the years, I have spent a lot of time talking about “inflection investments,” but have never really given a playbook for how to approach this genre of investments. Given the number of questions I have received about various investments, clearly, I should have put out some guidance to invest by.Q2 2020 hedge fund letters, conferences and moreInflection InvestingWhat is an inflection investment? This is a situation where some dynamic piece of news has changed the economics of the business, but the shares have yet to recognize it. This can be anything from a new product to new management or …

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HEDGE accordingly