S&P500 is 57% Undervervalued based on Apartment Prices
By Chad Sandstedt of Value Investing Lab… Either equities are severely underpriced or apartments are severely overpriced. With cheap agency debt and … Read more
Technology
Everything ValueWalk covers about Technology, including the latest news, tips, rumors, features, tech guides.
Another Asian Fukushima Imminent??
Taiwan imports 99 percent of its energy, which is vital to its rapidly industrializing economy. The island nation’s electricity demand … Read more
Baupost Takes on Regulatory Risk with Rumored Quarry Bet
Editors note: I wrote an article on the potential return of Baupost’s investment in Ontario, which can be found here. This … Read more
CEO Bans Email
You heard right. Eighteen months from now Thierry Breton, CEO of Atos—one of the largest information technology companies in the … Read more
David Nadel of Royce Funds: A Look Back at 2011’s Global Market and a Bullish Outlook for 2012
Today, Royce Global Value Fund and Royce European Smaller Companies Fund will celebrate five-year anniversaries. With the ongoing European debt crisis, it seems hard … Read more
Hedge Funds Piling Into Housing
Big money is starting to wager on housing. Hedge funds run by Caxton Associates LP, SAC Capital Advisors LP, Avenue … Read more
Banks Continue to Stockpile Agency MBS
The reasons why are debatable but the numbers don’t lie: banks continue to accumulate agency MBS in mass amounts. I wrote … Read more
Temp Staffing Breaks Historic Pattern
By Todd Sullivan of Value Plays Last week we had Rail traffic breaking from trend and increasing as we approach the end of … Read more
Solar Breakthrough: Cheap Quantum Dot Solar Paint
Researchers have reduced the preparation time of quantum dot solar cells to less than an hour by changing the form … Read more
Bronte Capital Critiques Bruce Berkowitz
This write-up is ‘pre-Sears’, it is a clear reference to Bruce Berkowitz. Below we illustrate by example. This is a … Read more
Sears as Eddie Lampert’s ‘Mismanaged Asset’ Loses Customers to Macy’s
When Kmart acquired Sears (SHLD) in 2005, Chairman Edward Lampert said the new company would have the geographic reach and scale to … Read more
John Paulson, George Soros, David Einhorn, and Seth Klarman Returns’ Hurt by Drop in Gold Miner Prices
Gold has been among the best investments in 2011. Shares of gold miners? Among the worst. Gold is up 12% … Read more
More Consolidation and Alliances in the Shipping Industry
By Thomas Shipping, container: More alliances! The Danish daily newspaper Berlingske (yes it is in Danish) about consolidation in the … Read more
Exclusive: Seth Klarman’s Secret Holdings
By Kim Palacious This is part of a new series of investigative journalism, to report what the media has not reported … Read more
John Bogle: Stock Returns of 1-2 % and Why Pensions Are in Big Trouble
As I have noted before, investors should not assume 9.5% annual returns, just because that is the historical average. This … Read more