Another great find by my friend sandesh trivedi of http://sandeshtrivedi2.blogspot.com/…. Sandesh, like I is a big fan of Bruce Greenwald. Sandesh found a great interview that Greenwald gave when he visited India several years ago. Greenwald talks about moats,
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I am updating market valuations now on a monthly basis. I am trying to use data to conclude whether the market is overvalued or undervalued. I decided to use the end of every month as the day to date my…
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Whitney Tilson’s newlsetter for May is out.
Tilson states:
Amidst the worst May for the Dow Jones Industrial Average in 70 years and the worst month for the markets since the depths of the crisis in February 2009, our fund…
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While America Aged… by Roger Lowenstein is a tale of one industry and two cities brought to their knees by underfunded pension plans. The industry discussed is the auto industry and the cities are New York City, and San Diego.
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This is an old video of Bruce Greenwald that my friend Sandesh Trividei (sandeshtrivedi@gmail.com) of http://sandeshtrivedi2.blogspot.com… ,however I have never seen this video before. Great work by Sandesh finding this gold mine.
Greenwald talks about Walmart being a value trap,
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I have been doing some analysis in a small value oriented private equity firm recently. I write “private equity” in quotation marks because although they are officially a private equity fund, they almost exclusively invest in nano cap companies that…
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This is the best charts on the current oil spill, and one of the best charts I have ever seen in my life. It is a super detailed chart detailing the entire oil spill its effects on wildlife, the economy,…
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I posted a recent video about pensions debts which Roger Lowenstein sees as a huge risk to our aging economy. The truth is I have been thinking about the topic more and more over the past few months. Some things…
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Funny chart from the New York Times. It measures how apologetic many of the people who caused the crisis are for their roles. Jimmy Cayne was rated the most apologetic, and Angelo Mozilo the least apologetic. I will list the…
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I just finished reading Roger Lowenstein’s excellent book While America Aged… by Roger Lowenstein. I plan on posting a book review shortly.
As a primer for the book review I thought readers might enjoy this 1hr video where Roger Lowenstein
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