We Should All Strive to Be “Grave Dancers” Sam Zell Style
In the investment world he’s known as the Grave Dancer. Like many successful and outspoken men, he is loathed by … Read more
In the investment world he’s known as the Grave Dancer. Like many successful and outspoken men, he is loathed by … Read more
A recent report from UK-based salary benchmarking firm Emolument.com highlights the extremely generous salaries enjoyed by employees of soccer’s international … Read more
British oil giant BP Plc released its state of the world energy report today. Among the fascinating insights in the … Read more
The explosion in the numbers of these companies has also given rise to almost as many explanations for the phenomena, … Read more
Is it possible for a company like Herbalife Ltd. to pressure regulators into investigating an activist investor or hedge fund? … Read more
Hayman Capital’s Kyle Bass’s strategy of using a patent review process to seek invalidation of intellectual property protection on blockbuster … Read more
Slides Jeffrey Gundlach’s DoubleLine Total Return Funds webcast. In the 1950s the FOMC Feared Inflation “Inflation is a thief in … Read more
If the field of behavioral economics could be summed up in one glib phrase, it might be “the science of … Read more
Christopher Geczy University of Pennsylvania – The Wharton School, Finance Department Mikhail Samonov Forefront Analytics May 18, 2015 [drizzle] Abstract: … Read more
May kicked off, as always, with the Woodstock of Capitalism in Omaha. 40,000 Berkshire Hathaway shareholders gathered to drink in the wisdom … Read more
In my last post, I looked at the leavening effect that large cash balances have on PE ratios, especially in … Read more
Data mining — “discovering” historical patterns that are driven by random, not real, relationships and assuming they’ll repeat — is … Read more
No, I don’t mean tactically. I like to think I’m bold, sometimes a bit too bold, but not crazy! We think … Read more
The following is adapted from “Berkshire’s Blemishes,” a working paper delineating the costs, rather than the vaunted benefits, of Warren … Read more
When it comes to productivity, we all face the same challenge—there are only 24 hours in a day. Yet some … Read more