Value Investing And – The Valeant Saga, Part III
Part II on Valeant Let’s pretend you are asked to evaluate the situation for Mr. Ackman. He is in deep … Read more
Part II on Valeant Let’s pretend you are asked to evaluate the situation for Mr. Ackman. He is in deep … Read more
Thank you, really good points! One more question. It’s about valuing a company. When I find a company that has … Read more
The Ongoing Saga of Valeant Part II Posted on October 29, 2015 | Leave a comment Post 1 on Valeant … Read more
The Stoics nov15_newsletter-1 How the Stoic Philosophers influenced Ben Graham feb16_newsletter-2 Part 2 Volatility Artemis-Q32015-Volatility-and-Prisoners-Dilemma
There is an ongoing battle over Valeant’s (VRX) valuation and business model between short-sellers and investors. This opportunity allows us … Read more
Videos of Great Investors What Some Investors Overlook in Europe – Daniel Gladiš Massimo Fuggetta on the Bayes Theorem in … Read more
Hedge Fund Quiz Please explain to your hedge fund boss why you did not recommend these companies: DPZ and PZZA.? Lessons here? … Read more
So that is the thinking behind my style of deep value investing: swimming against the earnings obsessives to pluck out … Read more
Talks on our monetary system more: Leveraged Bubbles Question: Inevitable Currency Collapse? Premise 1: All dollars are borrowed into existence. … Read more
Being Wrong – Vale SA (VALE) by John Chew, CSInvesting Friday, September 25, 2015 No Mas, No Mas! The Vale Chronicles … Read more
Margin of Safety Chapter 20: A Mr. Market Lecture The Intelligent Investor: The Definitive Book on Value Investing. A Book … Read more
For the millions of investors in buy and never sell strategies today who look at the values on their statements … Read more
Jesse Felder, a Contrarian Trader Listen to the podcast and explore The Felder Report Hedge Fund Quiz The only … Read more
Posted on September 8, 2015 | Leave a comment Commodity declines leading to stresses in emerging markets like Brazil. While … Read more
A Masters in Munger Take the university level course. Charlie Munger Mungerspeech_june_95 110302239-Munger-Talk-at-Harvard-Westlake Berkshire Hathaway Annual Meeting Notes 2004 … Read more