Over the last 4 years global equities have delivered a real return of 0
Logos LP commentary titled, “Stocks Have Become Cheaper Today Than 4 Years Ago,” discussing the demise of the U.S. economy … Read more
Logos LP commentary titled, “Stocks Have Become Cheaper Today Than 4 Years Ago,” discussing the demise of the U.S. economy … Read more
We continued our excursion on the dark side of valuation by first looking at mature companies on the verge of … Read more
The bulk of today’s class was spent on the Whole Foods Dining case. While the case itself will soon be … Read more
Askeladden Capital letter for the first quarter ended March 2019, discussing positive carry investments and free cash flow. Dear Clients, … Read more
Whitney Tilson’s email to investors discussing his write-up on Tesla; An important message from Porter Stansberry… Introducing Empire Financial Research… … Read more
In this session, we continued and completed our excursion on valuation on the dark side. Session 17: Valuation On The … Read more
This week we look back at the performance of gold, silver, platinum, and palladium over the course of quarter 1 … Read more
Rob Vinall of RV Capital performed with 18,5% return per annum since 2008. We had the opportunity to talk to … Read more
Whitney Tilson’s email to investors discussing Lumber Liquidators fraud; Sackler family and the opioid epidemic; reader feedback; the 12 questions … Read more
Hedge fund titan Keith Meister joins “Squawk Box” to discuss the market rally heading into the second quarter and what … Read more
Iolite Partners commentary for the first quarter ended March 31, 2019. Discussing their thoughts on Jumbo Interactive, fossil fuels and … Read more
More Americans are using their credit cards purely because of rewards loyalty programs, according to Finder’s second annual Chasing Points … Read more
Whitney Tilson’s email to investors discussing how Elon Musk has been a reckless idiot and narcissistic brat but made a … Read more
Michael Zapata (M.B.A. Columbia Business School) is founder and general partner of Sententia Capital. He was commissioned as a Naval … Read more
Whitney Tilson’s email to investors in which he discusses launching his Empire Investment Report on April 17 at 8pm; Tesla’s … Read more