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Posts Tagged ‘ Articles from other sources ’

Interview with Seth Hamot Managing Partner of Roark, Rearden, & Hamot Capital Management

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July 7, 2010

Interview by Ankit Gupta of  http://www.selectedfinancials.com Seth Hamot, 48, is the founder and managing partner of Roark, Rearden, & Hamot Capital Management. His fund has over $150 Million under management, has performed well through 2-3 recessions, and returned an annualized …
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A Study of Market History and Valuation through Graham and Buffett and Others by John Chew

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June 13, 2010
stock market

…I found this excellent article by John Chew. I am reposting with permission. A special thanks to my friend David Hui Lau who brought this article to my attention. I will post the first few pages and the rest of
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A Comparison of Bubbles by John Chew

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June 8, 2010
stock market bubble

Great article on bubbles; the definition of bubbles and the history of them. Kudos to my friend David Lau of dahhuilaudavid.blogspot.com/… for finding this this article. A special thanks to John Chew for giving me permission to reprint his article.
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There Had to Be a Short

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May 3, 2010
goldman sachs

I found a great article on http://advisorperspectives.com… on Goldman Sachs and CDOs. The article also explains what CDOs are and what synthetic CDOs are. The author gives a fair and balanced view on what Goldman Sachs actually did, and whether
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