Thomas Kaplan, An Investor In Novagold
Mr. Kaplan is the perfect investor to study to improve your investing in deeply cyclical resource investments and to understand … Read more
Mr. Kaplan is the perfect investor to study to improve your investing in deeply cyclical resource investments and to understand … Read more
Below is a case study of the capital cycle using Tidewater an offshore oil and gas playas an example. This … Read more
What Worked in Investing-Tweedy Browne WhatHasWorkedFundOct14Web Low price to book value or high book value to price was an INDICATOR … Read more
The clues and facts add up. Let’s sit and think for a minute: In what rational universe could someone simply issue … Read more
Hedge Fund Question: You are being interviewed by Ackman while the CNBC TV scrolls in the background. Suddenly at trader … Read more
Those four companies touch our lives whether we want them to or not. How did those four firms amass so … Read more
Bear with me as I share a bit of my history that helped me create SkyVu and the Battle Bears … Read more
The Value of College – Goldman report See 2017 Hedge Fund Letters. What if I Told You …College May not … Read more
In my new business, Kase Learning (www.kaselearning.com), I’m teaching value investing and hedge fund entrepreneurship to the next generation of … Read more
However, we can look at how much additional GDP is added for each newly-borrowed dollar. This is called marginal productivity … Read more
Structural Changes in the Finance Industry for Junior Miners https://www.youtube.com/channel/UCyjyUPbLw38tG9iAw0p7nxg Hatchet Job on Buffett Special Investigation: The Dirty Secret Behind … Read more
Buffett is being interviewed after the financial crisis. This is an excellent review of how Buffett thinks of businesses … Read more
Russell Napier’s Lecture on Financial History (60 minutes) https://event.on24.com/eventRegistration/console/EventConsoleApollo.jsp?&eventid=1568744&sessionid=1&username=&partnerref=&format=fhaudio&mobile=false&flashsupportedmobiledevice=false&helpcenter=false&key=7381A6A8D270C66A75C736D44257317E&text_language_id=en&playerwidth=1000&playerheight=650&overwritelobby=y&eventuserid=190902439&contenttype=A&mediametricsessionid=156958791&mediametricid=2247562&usercd=190902439&mode=launch A good lecture on integrating past lessons into today’s current conditions. … Read more
While at all times Wall Street analysts try to justify the valuations, here is a fun quote (via Bloomberg) from … Read more
We last discussed Sandstorm (SAND) here: http://csinvesting.org/2017/11/01/sanstorm-gold-analysis-other-readings/ I did a back of the envelop valuation here: Sand Report Sandstrom (“Sand”) is … Read more