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Wednesday, September 22, 2021
Concentrated Mutual Funds Passive Investing IPOs Market Volatility

Growth Stocks with a Margin of Safety

Introduction Of all of the many sound investing principles that legendary teacher and investor Ben Graham put forward, he believed that his concept of “margin...
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Unlocking Inclusion And Partnerships In Global Trade

Opinion of: Lisa McAuley, CEO of GTPA, and Dr Tomás Quesada, VP for Research and Policy of GTPA regarding global value chains No one business,...
reminiscences of a stock operator pdf

System Errors Caused BATS Pricing Problems For Four Years

Bats Global Markets Inc. reported that, over a period of four years, its computers allowed trades which violated the rules intended to ensure all investors...

A Framework For Analyzing Mortgage Servicers

While banks break out their earnings for mortgages, they don’t necessarily go into enough detail to satisfy analysts trying to make side-by-side comparisons. To...

M&A in Healthcare – Out With The Old, In With The New

Recently the market has been quite optimistic about merger synergy promises. History suggests investors should be diligent about analyzing acquirers’ claims around merger benefits and...
Secular Bull Market

Secular Bull Market In Bonds – The Wall

Secular Bull Market In Bonds - The Wall by John Mauldin, Mauldin Economics I generally send out two letters a week. The letter that arrives...
reminiscences of a stock operator pdf

Kenya Is One Of The Worlds 100 Most Competitive Nations

A new report from the World Economic Forum has placed Kenya in the top 100 most competitive nations on the planet. The Global Competitiveness...

Staples Surges On Report Of Possible Bain Capital Take Over

The stock value of  Staples, Inc. (NASDAQ:SPLS) surged by more than 4 percent to $12.49 per share during the early morning trading today, after...
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Origins and Value of The Essays of Warren Buffett: Lessons for Corporate America

In 1995, I was a third-year professor of corporate governance researching literature about the disciplining effect of stock markets on managerial behavior. Stock markets...
Gold Bullion

Gold Bullion, the US-China Conflict, COVID, and Russia

In January, progress on the US-China trade deal seemed to calm the trade war between the two countries. However, everything changed when the coronavirus...

Activist Short Sellers Have Biggest Impact At Smaller Companies

Activist Short Sellers Have Biggest Impact At Smaller Companies - The Best Companies To Short by Activist Insight Smaller companies deliver the best results...

HSBC, Standard Chartered Explore Move To Asia Amid Jump In UK Bank Tax

HSBC and Standard Chartered are exploring the feasibility of quitting London for a new home in Asia after Britain raised a tax on U.K....
Emerging Market v dm equity to gdp

Emerging Market Book Value To GDP: 1978-2014

The gap between emerging market and developed market shares of global GDP has shrunk remarkably over the last ten years, but emerging market share of...
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Crude Oil Prices Surge And The Rotation Continues

Commenting on the surge in crude oil prices and today's markets strategist Louis Navellier wrote in a note to investors: Q4 2020 hedge fund letters,...
Volatility ETFs

Hedge Funds Looking To Exploit ETF NAV Ineffeciencies

According to an expose by the Wall Street Journal, several well-known hedge fund managers have found ways to capitalize on structural efficiencies in exchange-traded...