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