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Current Copper Price Below Cost of Production

Current Copper Price Below Cost of Production

Copper Long Dollar Trade One of the common trades in financial markets these days is going long the US Dollar and shorting Commodities, especially the precious and industrial metals. This has been a bad year for commodities, and this trade […]

Christopher Pavese: Managing A Creative Culture

Christopher Pavese: Managing A Creative Culture

Managing A Creative Culture by Christopher Pavese, Broyhill Asset Management Edwin Catmull left Lucasfilm in 1986 when the firm’s digital division was purchased by Steve Jobs, marking the birth of Pixar.  After Disney acquired Pixar in 2006, Catmull and Lasseter […]

Q313F Notes

Q313F Notes

Q313F Notes some good ones from twitter here 1/n Q3 2015 Compounders Watchlist – movement by portfolio (1/2) pic.twitter.com/FDqgEEqMRt — Bluegrass Capital (@BluegrassCap) November 16, 2015 @BluegrassCap 2/n movement by portfolio (2/2) pic.twitter.com/KJhqQ9krJT — Bluegrass Capital (@BluegrassCap) November 16, 2015 […]

Slowing Emerging Markets Will Create Private Equity Opportunities

Slowing Emerging Markets Will Create Private Equity Opportunities

Slowing Emerging Markets Will Create Private Equity Opportunities by [email protected] In Part II of this interview, [email protected] asks Michael Rogers, EY’s global deputy private equity leader, and Stephen M. Sammut, senior fellow and lecturer at Wharton, to evaluate the outlook […]