Frank Voisin is the author of the popular value focused website Frankly Speaking, found at http://www.FrankVoisin.com Earlier this week, in discussing customer concentration, I recalled a company I had not looked at in a while, Air T, Inc (NASDAQ:AIRT). AIRT is in the air express […]
Author: Sydra Farooqui
Steven Romick, First Pacific Advisors portfolio manager, discusses his goal to beat the market while reducing risk, and reveals his top stock picks, including CVS and Microsoft, with CNBC’s Tyler Mathisen. H/T: valueinvestingworld
Facebook is desperate for money and starts charging for use of the site. Funny satire on Facebook launching a new paid only version of the site. The video is about two minutes long, we enjoyed it. H/T ewallstreeter
Below is a presentation from Nelson Peltz, CEO of Trian, who just took a 5.1% stake in Lazard. Trian is one of the largest shareholders of Lazard Ltd (“Lazard” or the “Company”) Trian has had several meetings with Lazard’s management […]
Value investing guru Tom Russo of hedge fund Gardner Russo and Gardner was on CNBC Fast Money to discuss his portfolio, which is full of European stocks, and where he is seeing opportunity in Europe amid all the turmoil.
Bill Gross of PIMCO spoke to Erik Schatzker and Stephanie Ruhle on Bloomberg TV’s “Market Makers” today and said, “I would be leery of German bunds simply because there are only a few scenarios in which they can do well…Germany […]
Investors should not run to safety in yield, but look for something a little more creative, says Howard Marks, Oaktree Capital Management chairman. “It might be equities; it might be bonds where there is some credit risk,” he says.