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SOW Morning Update
Videos

SOW Morning Update

Every morning the Street of Walls team puts out an update on market levels, today’s top stories, and active M&A deals. Morning Market Levels: S&P futures are up 2 points to 1,249 Europe: DJ Euro Stoxx -0.1%, FTSE 0.0%, CAC -0.5%, DAX 1.2%, Spain -0.6%, […]

Steve Schwarzman’s Roast, in Its Entirety
Videos

Steve Schwarzman’s Roast, in Its Entirety

Highlights from a speech given by Stephen A. Schwarzman, the Blackstone Group co-founder, at the Alfred E. Smith Memorial Foundation Dinner. In the roast, which was widely circulated on Wall Street, Mr. Schwarzman lampooned, among others, Rupert Murdoch, Brian T. Moynihan and himself. “It’s such an honor […]

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European Stock Market Valuations

Every month, I calculate the US equity markets valuation. There is little data on Europe, but someone sent me a Morgan Stanley Document with a slew of data on European market valuations. Ignoring all the noise about the troika, haircuts, […]

Exclusive Interview with Famous Investor Tom Russo
Technology

Exclusive Interview with Famous Investor Tom Russo

Thomas Russo overseas over $6 billion as a general partner of Semper Vic Partners and Semper Vic Partners(Q.P) limited partnership along with overseeing in discretionary individually managed accounts for individuals, trusts and endowments. Russo graduated from Dartmouth College (BA, 1977) […]

David Einhorn InsiderMonkey (CC BY-ND 2.0)
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Full Presentation:SunTrust Rebuts David Einhorn’s Short on GreenMountain

David Einhorn made headlines by pointing out accounting irregulaties in GreenMountain’s financial statements, and changing of disclosures. Full notes are here-https://www.valuewalk.com/value-investing-congress-2/david-einhorn-qa/. He specifically called into question SunTrust, which had a $9 EPS projection for GreenMountain. GreenMountain fired back, and bits […]