hit counter
Saturday, September 26, 2020
blackrock vanguard Boston College study

BlackRock, Vanguard Drive Common Ownership but Raise Questions on Competition

0
One of the biggest trends in investing over the last decade has been the rise of massive asset managers like BlackRock, Fidelity and Vanguard....
Hedge funds

Surge in Hedge Fund Launches Revitalizes Activist Hedge Funds

0
Preqin studies that the number of activist hedge funds launched in 2013, at 28 funds, was more than double the 12 launches in 2012...
Stock Market As Monetary Policy Junkie

James Montier – The Stock Market As Monetary Policy Junkie

0
The Stock Market As Monetary Policy Junkie: Quantifying The Fed's Impact On The S&P 500 by James Montier, Philip Pilkington - GMO Executive Summary One of...
Dan Loeb

Dan Loeb Q4 2015 Letter: 2015 feels about as scary as the...

0
Dan Loeb Q4 2015 letter to investors was finally released. ValueWalk has a full copy which can be seen below (Loeb kept it very...
Factor Investing

Academic Research Insight: Factor Investing Over The Long Run

0
Title: FACTOR BASED INVESTING: THE LONG TERM EVIDENCE Authors ELROY DIMSON, PAUL MARSH, AND MIKE STAUNTON Publication: THE JOURNAL OF PORTFOLIO MANAGEMENT, 2017,...

2017’s Top Performing Hedge Fund Maintains Bullish China Outlook For 2018

0
Get ready for a world where idiosyncratic stock picking is coming back, says a Global Market Outlook from Oceanwide Asset Management formerly known as...
Business rental real estate industry Estate Investment 1% rule

What You Need To Know About Investing in OZ Projects With Lighthouse.one

1
Value Walk's Q&A with Marcia Kadanoff, co-founder, president & COO at Lighthouse.one. In this interview, Marcia discusses her and her company's background, bringing accredited...
reminiscences of a stock operator pdf

Why Transparent, Conservative Accounting Is So Important…

0
On Tuesday, July 21, Toshiba Corporation became embroiled in an accounting scandal that led to the resignation of its CEO following the results of...
Mohnish Pabrai GrafTech International value investing framework Mohnish Pabrai checklist investing circle of competence moats good managers intrinsic value value investing discounted prices excellent businesses valuewalk cartoons

Mohnish Pabrai @Google Talks On Too Much Stock Research [Transcript]

0
Mohnish Pabrai talks at Google Moderated by Saurabh Madaan published on Jun 23, 2017. This is the full transcript this might contain errors and should...
Deutsche Bank

Deutsche Bank In Big Trouble: Bloomberg Markets Most Influential Summit

1
Deutsche Bank AG (NYSE:DB) In Big Trouble: Bloomberg Markets Most Influential Summit “It’s like déjà vu all over again.” — Yogi Berra   Deutsche Bank AG   Something just...

Chinese Takeover Of Anbang Symptomatic of Larger Deleveraging, Fraud Crackdown

0
The fallout from the Anbang takeover comes at a time when Chinese conglomerates, many of whom when on a purchasing spree by leveraging their...
reminiscences of a stock operator pdf

The Bond Market: Beware Of Junkyard Dogs

0
The Bond Market: Beware Of Junkyard Dogs by Danielle DiMartino Booth Having spent a chunk of his youth “shopping” them, Jim Croce came to know...
Dividend Champions From 2007

Investing In The Dividend Champions From 2007

0
Imagine if you had $1 million dollars at the end of 2007. You decide to invest this money in the list of the original...
reminiscences of a stock operator pdf

Meet The Manager: Philippe Brugere-Trelat

0
Much like a flower, a value opportunity sometimes takes longer than expected to blossom. So, as both an avid gardener and a stock picker,...
Rational Market

How Rational Is The Market?

6
How Rational Is The Market? by Alexander Wetterling, Become A Better Investor I asked you in a previous blog just how rational YOU are, to...
[gs-fb-comments]