July 7th, 2010 by jwolinsky
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 17% to investors net of fees. The following is an interview to try and learn [...]
June 13th, 2010 by jwolinsky
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 the document is in scribd. The Importance of Studying History Many outstanding investors have been [...]
June 8th, 2010 by jwolinsky
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. he can be reached at aldridge56@aol.com. Below is the article: QUESTION: Do you think bubbles [...]
May 3rd, 2010 by jwolinsky
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 it was illegal or not. I loved the article so much I asked for permission [...]