Lecture #2: An Introduction to Value Investing
I came upon these great notes. I assume they are okay to post, but if I am asked to move them, I will obviously comply…
Read MoreI came upon these great notes. I assume they are okay to post, but if I am asked to move them, I will obviously comply…
Read MoreDetlev S. Schlichter (London, UK) is a writer and Austrian School Economist. Schlichter has a degree in economics and spent nearly 20 years working in international…
You can all thank the person who posted w/o my permission Klarman’s S/Ls under my name on a big site, which alerted Baupost’s CCO to…
This is juicy! No comment…. Congressman Tim Huelskamp appeared on Fox Business with host Tom Sullivan on Friday, October 28 to discuss his recent exchange…
Wilbur Ross further details his reasons for being bullish on Japan. 36% of Japanese subsidaries’ earnings come from emerging markets. Japanese stocks are trading around…
Every morning the Street of Walls team puts out an update on market levels, today’s top stories, and active M&A deals. Morning Market Levels: S&P futures are…
Great article on demographics, one of THE most important drivers of economic growth. Reprinted with permission: This week the world population is projected…
Value investor Whitney Tilson on Wednesday praised Netflix CEO Reed Hastings, even though the company’s made a number of errors that have cost it hundreds…
Niall Ferguson, author of The Ascent of Money, follows the money to tell the human story behind the evolution of our financial system, from its genesis…
By EconMatters The job market is terrible, and the situation isn’t getting any better. The U.S. national unemployment rate is stagnant at 9.1% in September, and…
Wilbur Ross, Chairman of WL Ross & Co, says the Japanese market is the most liquid in the world. Some quotes: “While we’re operating more…
For the time being, I am going to have to stop the weekly linkfest. It takes several hours of work, so based on 80/20 rule…
By Todd Sullivan of Value Plays Have been reading countless articles lately on US banks sovereign CDS exposure to the EU. I won’t call anyone out, do a…
Kenneth Rogoff authored, This Time Is Different: Eight Centuries of Financial Folly Some quotes from Kenneth Rogoff’s video interview: “It feels at its root to me…
A reader just sent me an excel sheet of Fairholme’s latest holdings compared to last Q. I would suggest checking out an articles, which I…