Hottest links for Monday, February 3rd, the late edition. Get our free daily newsletter (which HAS BEEN RECENTLY UPDATED) and never miss a single linkfest. Also, now if you sign up you will get our new e-book on value investing.
Top stories for today are included below. Some great stories to kick off your week, including China’s skyscraper spree, last month’s winners and losers, and a call to action that now is the time to invest in EM, but did investors learn their lessons from the financial crisis, we argue that they are repeating the same mistakes in recent weeks.
Axon Capital Up 60% In 2020; Says These Tech Stocks Are Value Stocks
Axon Capital was up more than 60% for the first 11 months of 2020 after making some changes to deal with the year's challenges. In his delayed third-quarter letter to investors, which was reviewed by ValueWalk, Axon's Dinakar Singh noted that the year was not only "incredibly stressful" but also "successful." Q4 2020 hedge fund Read More
Wall Street’s Games – Loving Google and Hating Apple?
Everyone wants to own the next Google or Apple, but it is easier said than done. Fifteen years ago, Google did not even exist and Apple was on a brink of bankruptcy. The next Google or Apple might not have been started yet. [Ivanhoff Capital]
2014 – The Great Irish Share Valuation Project (Part I)
Last Month’s Winners and Losers
China’s Epic Skyscraper Construction Spree: A Harbinger Of The Crash?
Meet Jesse Cohn, The 33-Year-Old Hedge Fund Investor Laying Siege To Silicon Valley
In 2006, a 26-year-old senior tech analyst at a hedge fund walked into the office of a stressed out Harry Knowles and told the then 76-year-old CEO of Metrologic Instruments [Nathan Vardi,Forbes] Related
Prime Office AG (DE000PRME020) – Strange rights issue
Business is complex
Get your opiates for free: Capitalism meets the zombie apocalypse
Outstanding Investor Digest New Website
After Scandal, SAC Capital Begins to Fade to Black
Unlikely Allies Seek to Check Power of Activist Hedge Funds
Fear be damned: This is the time to invest in emerging markets
Review – The Panic Of 1819 (#history, #economics, #banking)