What Exactly Bitcoin Is And What Is Its Value
People confuse “intrinsic value” with “price” most of the time. Financial history is full of periods when asset groups (tulips, … Read more
People confuse “intrinsic value” with “price” most of the time. Financial history is full of periods when asset groups (tulips, … Read more
“Davidson” submits: Q1 2021 hedge fund letters, conferences and more VOOV vs VOOG Morningstar data comparing the top 10 issues … Read more
Investing Is Neither Simply Science Or Math – “Davidson” submits: Q3 2020 hedge fund letters, conferences and more Investing Is … Read more
This is really good stuff folks. I’ve red boxed the applicable sections from Lamberth’s ruling. Discovery clearly has damaged the … Read more
“Davidson” submits: At nearly every point along an investment cycle there is always a dizzying array of conflicted investment opinion. … Read more
“Davidson” submits: I have used a valuation band for the SP500 on Shiller’s data which trended higher with the trend … Read more
“Davidson” submits: The current market volatility roils our wealth. Whenever this occurs, many believe the market is about to fail … Read more
“Davidson” submits: The SP500 Value Investor Index $2,275 vs. SP500 $2,823 looks scary, but it is not really. The history … Read more
We purchased this in May 2014 and get a 76% return with today’s buyout (16.8% CAGR). Original thesis synopsis: This … Read more
“Davidson” submits: The US$(US Dollar) has been much in the news. How it is priced in the context of global … Read more
“Davidson” submits: CAB reported at a new record of 121.13 with past few months revised higher. Economic activity is accelerating … Read more
Our DTO short is now working nicely. Yes, I was “early” again but I;ll admit I have no problem being … Read more
“Davidson” submits: [REITs] US$ has dropped past 2dys and the inverse to $WTI while not lock-step is prominent. US$ is in part … Read more
It’s been a while but our DTO short is starting to pick up steam and work out like we thought … Read more