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Wednesday, January 23, 2019
I believe that the case for Valuation-Informed Indexing, the model for understanding how stock investing works that posits that investors must change their stock allocations in response to big valuation shifts to keep their risk profile roughly constant over time, […]
Whitney Tilson‘s email to investors discussing his analogy to what Alex Honnold did free soloing El Cap. I was thinking last night of an analogy to what Alex Honnold did free soloing El Cap, which partly explains why I think […]
The OECD released a report on Initial Coin Offerings, just ahead of the World Economic Forum. Two of the advisors who participated in building the report provided their comments on what this represents for businesses around the world. [REITs] Q3 […]
Analysts comment on Netflix Inc (NASDAQ:NFLX) 4Q results and confident 1Q19 paid net additions guidance. BAML NFLX 4Q results were positive, in our view, as total and in particular the crucial international net adds came in well above Street expectations […]
Whitney Tilson’s email to investors discussing Charlie Munger‘s Daily Journal annual meeting & my lunch after; How Not To Be Stupid; Myriad Genetics; Marc Cohodes; phone holder. 1) Charlie Munger’s Daily Journal annual meeting is coming up in 4½ weeks […]
Netflix Inc (NASDAQ:NFLX) will report its 4Q18 results on the 17th of January, following are the comments from analysts on what they expect from the company. Netflix 4Q18 Results Expectations BMO Capital Markets We expect 4Q18 results and 1Q19 guidance […]
John Bogle does not oppose stock allocation changes in all circumstances. He believes that investors should lower their stock allocation as they age. He often advances a rule of thumb suggesting that investors go with a bond allocation percentage equal […]
Analysts forecast that they see an see upside to Netflix Inc (NASDAQ:NFLX)’s global net subscriber addition in 4Q . [REITs] Q3 hedge fund letters, conference, scoops etc Analysts forecast of Netflix’s subscriber additions in 4Q UBS We upgrade NFLX to […]
Robert Shiller has described the intellectual leap from the finding that short-term price changes are unpredictable to the Efficient Market Theory belief that the market sets prices properly as “one of the most remarkable errors in the history of economics.” […]
Verint Systems (VRNT), the NASDAQ-listed security and cyber intelligence company, has acquired Nowforce, the Israeli-American provider of emergency response and smart city solutions, for an undisclosed sum. The acquisition, which closed last month, yielded significant returns to early investors Monet […]
