Great interview this week. On this week’s Consuelo Mack WealthTrack, Great Investor David Herro, Morningstar’s International Stock Fund Manager of the Decade. The contrarian minded manager of three Oakmark International Funds discusses why he is finding value in some of the world’s most challenging markets.
Book of the week: SuperFreakonomics: Global Cooling, Patriotic Prostitutes, and Why Suicide Bombers Should Buy Life Insurance (released May 24th 2011)
The Happy Warrior (great article about Bill Ackman)
David Einhorn's Greenlight Capital returned -2.9% in the second quarter of 2021 compared to 8.5% for the S&P 500. According to a copy of the fund's letter, which ValueWalk has reviewed, longs contributed 5.2% in the quarter while short positions detracted 4.6%. Q2 2021 hedge fund letters, conferences and more Macro positions detracted 3.3% from Read More
Dundee Corporation 2010 Letter to Shareholders
T. Boone Pickens Abandons Wind for Natural Gas
Full House Resorts Update
Fashionable JD not for me