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Sunday, August 9, 2020

Icahn Exits, Buffett Enters, Whither Apple? Value And Price Effects Of Big Name Investing

Icahn Exits, Buffett Enters, Whither Apple? Value And Price Effects Of Big Name Investing by Aswath Damodaran, Musings on Markets In my last post,...

David Einhorn Still A Believer In Gold, SunEdison, CONSOL

David Einhorn, despite a 14.2% portfolio loss in the third quarter, thinks that the SunEdison stock sell-off is overdone, expects CONSOL will be cash flow...
Cliff Asness

A Conversation With Cliff Asness

Tyler and investment strategist Cliff Asness discuss momentum and value investing strategies, disagreeing with Eugene Fama, Marvel vs. DC, the inscrutability of risk, high...
Farmland Alternative

Farmland As An Alternative Asset

Farmland has historically performed very well on an absolute basis and relative to other major asset classes. Since the National Council of Real Estate...
Blockchain's importance

Whether Big Banks Can Go Bye-Bye With Blockchain

Karen Shaw Petrou's memorandum to Federal Financial Analytics clients on whether big banks can go bye-bye with blockchain. TO: Federal Financial Analytics Clients FROM: Karen Shaw...

Practical Red Flags

In early October of this year, I gave a Red Flags speech at the Traders4ACause charity event at Wynn Resorts in Las Vegas. I...

Lab Test Firm Theranos Offers Weak Rebuttal To WSJ Charges

Medical lab test company Theranos offered a rebuttal to the critical article about the firm published in the Wall Street Journal last week, but...
Facebook vs Twitter

Management Matters: Facebook And Twitter!

Management Matters: Facebook And Twitter! by Aswath Damodaran I am not a big user on social media. I have a Facebook page, which I...

Value Investing: Identifying Quality Companies

Identifying Quality Companies via SG Investor  As covered previously (link), I discussed on how ROC worked as a form of proxy for ‘quality’ when sourcing for...
Rockwood Holdings

Outsiders In Chemicals, The Story Of Rockwood Holdings

This piece is not about an investment idea, rather a case study of capital allocation and a story of a few Outsiders. When I...
Chess And The Investment Game

Valeant (VRX) : Chess And The Investment Game

Valeant (VRX) Chess and The Investment Game I like to play chess.  I am not particularly good at it, but I enjoy it. After my...
Domino's Pizza, Inc. (DPZ)

Domino’s Pizza, Inc. (DPZ) A “Perfect Storm”?

Domino's Pizza, Inc. (DPZ) new short report is out from the famed research firm, GeoInvesting. The firm prepared the DPZ thesis in late April for submission...

New Era in market data with Celent Research Director,Brad Bailey [VALUETALKS #9]

Welcome ValueWalk readers to the latest  podcast of ValueTalks podcast (number 9 and much more coming!, and have other non ValueTalk podcasts here) focusing on...
Paul Singer

Elliott Management Pushes EMC Corporation to Spin Off VMware

Paul Singer’s Elliott Management sent a letter to the board of directors of EMC Corporation (NYSE:EMC) pushing for the spinoff its business unit, VMware,...
Morgan Creek Capital Management - The Value Of Value

Morgan Creek 2Q16 Letter: The Value Of Value; Klarman on Philosophy

Morgan Creek Capital Management letter to investors for the second quarter ended June 30, 2016; titled, "The Value Of Value." Morgan Creek Capital Management -...