“[Modi’s election] is the beginning of a new era, and I think for investors it’s going to mean moving in the direction of less red tape,” said Portfolio Manager and Director of International Research David Nadel in his May 19, […]
Beware of “Other Receivables” Accounting at Asian Companies, with Singapore-Based Investor KB Kee
In Amy Chua’s new book, The Triple Package: How Three Unlikely Traits Explain the Rise and Fall of Cultural Groups in America, the bestselling author of the (in?)famous book –Battle Hymn of the Tiger Mother – studies eight cultural groups in the United […]
On May 8, 2014, Portfolio Manager and Director of International Research David Nadel was a guest on Bloomberg TV’s “Market Makers.” Fielding questions from hosts Stephanie Ruhle and Erik Schatzer, David discussed—alongside Nitin Saigal, founder and chief investment officer at […]
Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Leading value investors use The Manual of Ideas in their idea generation processes. The Manual of Ideas sets a new standard by […]
The Oakmark manager notes how a long-term view, with strict buying and selling discipline and preparedness for short-term weakness, has allowed his international fund to beat its peers. Jason Stipp: I’m Jason Stipp for Morningstar. It’s Beat the Market Week […]
Eugene Fama and Robert Shiller shared the Nobel prize for economics despite opposing views of market efficiency. Clifford Asness, AQR Capital Management founder, says the truth lies between their views and even inefficient markets can be hard to beat.
In the 2001 film “Jay and Silent Bob Strike Back,” title character Jay asked Ben Affleck’s character, Holden McNeil, “What the (expletive) is the Internet?” McNeil answered appropriately given the reasonable infancy of the Web at the time, “The Internet […]
Bill Miller, LMM LCC chairman and CIO, weighs in on the market and sees opportunities in names that have sold off, like Amazon. Miller says there is a shortage of truly safe assets.