News
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THALASSA CAPITAL speaking at the AAII Los Angeles Chapter
June 8, 2017
Davide Accomazzo, CIO of THALASSA CAPITAL, will be presenting to the Los Angeles Chapter of the...
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Market Faith a new book by THALASSA CAPITAL’s CIO Davide Accomazzo
May 23, 2017
“Market Faith: a manual about understanding investments and managing market fear.” As Davide puts it:...
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THALASSA CAPITAL Attends “The Next Billion” Hi-Tech Conference in San Francisco
October 19, 2016
The Next Billion conference in San Francisco on October 13th represented a unique opportunity to...
Blog
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MLPs Update
So far 2018 has been an interesting year for the midstream and MLP sector. As the space recovers...
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REITs and Inflation
The REIT sector has produced unexciting performance in the last 18 months as the direction of...
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Biotech State of Play
So far this year, the biotech sector has been on a road to nowhere. This is not too surprising as...
Quarterly Letter
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Second Quarter 2018 Investors Letter
“We cannot solve our problems with the same thinking we used when we created them” Albert Einstein...
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First Quarter 2018 Investors Letter
“Fragility is the quality of things that are vulnerable to volatility.” Nassim Nicholas Taleb...
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Fourth Quarter 2017 Investors Letter
“For last year’s words belong to last year’s language and next year’s words await another voice. And...