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Monday, July 13, 2020
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Aswath Damodaran – Session 11: Choose a DCF Model & Loose Ends in Valuation

Published on Oct 19, 2015 In today’s class we started with a discussion of which model to use in valuing a company and then moved...

Stock Market: Focus on Time Not Timing

Stock Market: Focus on Time Not Timing by ColumbiaManagement 30 years equals about 11,000 days. One might assume that eliminating a few of those days...
Sequoia Fund Bill Ruane

Academia vs. The Real World – Part 2

Dear fellow investors, We are revisiting our discussion of what the real world is like versus what academics claim in papers and debates. A good...

Buffett Talks Corporate Governance Principles

Warren Buffett On Common Sense Governance Principles - says that Jamie Dimon initiated it about a year ago to come together on principles for...
active management Chuck Royce

Collecting High-Quality Stocks For The Long Term

Collecting High-Quality Stocks For The Long Term by Royce Funds Royce Premier Fund, which has more than 20 years of history, represents the firm's highest...

Livermore Partners 2017 Letter – Stock Market Nearing Its Buster Douglas Moment

Livermore Partners commentary for the fourth quarter ended December 31, 2017; titled, "Stock Market Nearing Its Buster Douglas Moment." See 2017 Hedge Fund Letters. To: Partners: 2017...

Steve Eisman only likes one sector right now; Not Enough Leverage For Big Short...

After famously shorting the banks ahead of the financial crisis, Steve Eisman is now singing a different tune.'
Brookhurst Capital AeroCentury

Brookhurst Capital August 2016 Letter To AeroCentury BoD

Brookhurst Capital letter to AeroCentury's Board of Directors for the month of August 2016. Board of Directors AeroCentury Corp. 1440 Chapin Avenue, Suite 310 Burlingame, CA 94010 Dear Board...

The Outsiders: One Quality Every Microcap CEO Should Have

This article was republished from a post on the Invest Before the Street blog Looking for the next 100-bagger? You’d be surprised to find how...
Joel Greenblatt

Joel Greenblatt Magic Formula Shorts and Longs in EEMA

Morgan Stanley analyst Ronan Carr looks at a backtest of an EEMEA Joel Greenblatt strategy in a recent report. Carr indicates that the strategy...
reminiscences of a stock operator pdf

Some Neuroeconomics Tips For Improving Investment Decision Making

Some Neuroeconomics Tips for Improving Investment Decision Making by Hadley Chu, CFA Institute Neuroeconomics — using neuroscience to study economic and social decision making — may often be...

What Single Page Of An Investment Book Should You Read?

When the topic of investing comes up in conversation, I’m often asked to recommend an investment book. Since I’m biased toward the value investing...

Man vs. Machine: Why Human Advisers Are Better Than Robo-Advice

Remember the last time you called a customer service number and got connected to a machine? How about the last time you asked Siri...

Malcolm Gladwell on 60 Minutes

60 Minutes Segment: Malcolm Gladwell: The Power of the Underdog 60 Minutes Overtime Segment: How Bill Gates inspired the book, "Outliers" 60 Minutes Overtime Segment: Life...
Badger Daylighting Marc Cohodes

Marc Cohodes Badger Daylighting Short Thesis

Marc Cohodes the shrewd Canadian short seller and chicken farmer who called the collapse of Valeant, Concordia and Home Capital Group among others has...