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Spinoffs: Looking For Value

Spinoffs: Looking For Value

Spinoffs Investing in and around spinoffs has been an extremely lucrative endeavor over the past decade, according to the Nov. 30 issue of Value Investor Insight. Indeed, since the end of 2002, Bloomberg has maintained a U.S. Spin-Off Index, which tracks the […]

Newport, So Good They Can’t Ignore You

Newport, So Good They Can’t Ignore You

So Good They Can’t Ignore You I recently finished reading and drafting a review of Cal Newport’s new book, Deep Work, scheduled for publication in early January. Since I won’t post my review until publication is imminent, I decided to […]

Russia Accuses Turkey Of Funding ISIS

Tensions between Russia and Turkey have skyrocketed ever since the Turkish military shot down a Russian plane close to the Syrian border on November 24, 2015. Turkey maintains that it shot down the Russian plane because the same entered its […]

Howard Marks Oaktree Memos 1990-2009

Howard Marks Oaktree Memos 1990-2009

Howard Marks Oaktree Capital Memos from 1990 to 2009. Howard Marks addendum to third quarter client letter, October 12, 1990 Addendum to Third Quarter Client Letter From: Howard S. Marks Re: The Route to Performance We all seek investment performance […]

Understanding The Two China(s)

Understanding The Two China(s)

Understanding The Two China(s) by Stuart Rae and Hayden Briscoe, AllianceBernstein Our view that China may be heading for a mild cyclical upswing next year needs to be set against the background of the broader economy, which is changing rapidly. […]