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Sunday, October 24, 2021
Pzena Investment Management

Pzena Investment Management 4Q15 Commentary – Supermajors Valuations

Pzena Investment Management commentary for the fourth quarter ended December 31, 2015. H/T Dataroma U.S. shale economics were marginal at $100 oil, and are dismal today....
Federal Signal target-date Business Owner valuation adjustment Global Market Sell-Off .DJI Inclusive Theory Sky-High Correlations

Shareholder Capitalism vs Stakeholder Capitalism: Is There a Divide?

On August 19, 2019, the influential US Group Business Roundtable published an upgraded version of its mission statement that signaled a shift of emphasis among the...
NYSE:RH NYSE:DIS Reddit bubble Dan Loeb Intel Q2 Growth Opportunities Nestle Dan Loeb ashley madison Daniel Loeb third point capital hedge fund manager activist investor poison pen activism Yahoo corporate governance famous investors

Loeb Goes On Hiring Spree As He Sees Opportunity In Private Tech: Q3 Letter

From Dan Loeb's Q3 letter to investors. See much more exclusive Q3 hedge fund coverage here. Dear Investor: During the Third Quarter, Third Point returned 11.7% in...
Shareholder Friendly Stock

6 Signs Of A Shareholder Friendly Stock

Shareholders are the ultimate owners of any publicly traded business. By putting capital on the line to gain fractional ownership in a company, shareholders will...

Behavioural Biases and Their Effects on Investment Decisions Series- Part 7

Investing is not a number game; it is a mind game! The investors need to be well aware of their thoughts, their rationality and...
Kingsford capital holiday card

Kingsford Capital’s Holiday Card For 2015: Pull (one) over Holiday Sweater

H/T to a reader for sending this coveted Holiday card from Kingsford Capital - the reader commented - Our markets need a lot more guys...
US top wealth and income 1014

One Percent Of The World Own Nearly Half Of Its Wealth

Global inequality has been rising in recent years, and just one percent of the population now owns nearly half of the world’s wealth according...

Allergan Seeks To Fast-Track Hearing Against Valeant

Allergan, Inc. (NYSE:AGN) is requesting that the U.S. District Court for the Central District of California expedite the case involving its accusations against Valeant...
Dividend Champions

Dividend Discount Model: A Simple Three Step Guide to Valuation

In our quest to find the intrinsic value of stocks that we are interested in investing in, we have looked at several different types...

Howard Marks: Aset prices Higher, Not In Bubble Territory

Howard Marks - Oaktree Capital Group LLC (NYSE:OAK) - Chairman remarks on the conference call today. He also took QA. Check it out below. Thank...
Market Efficiency ETF Liquidity Rules The Rise Of ETFs And Passive Investing

A Deep Dive on New ETF Liquidity Rules

A Deep Dive on New ETF Liquidity Rules By Dave Nadig, Director of Exchange Traded Funds, FactSet When the SEC published draft rules for mutual...
Hugh Hendry's The Eclectica Fund

Hugh Hendry Bet Big On Chinese Futures Ahead Of Crash

Hugh Hendry's The Eclectica Fund commentary for the period ended May 31, 2015. Big comeback and lots to digest here (also those china futures...
Japan, Abenomics, NIRP Program

Paul Singer – The Market is Broken

In the realm of economics, no government can play god.” — José Niño, Analyst, Acton Circle of Chile I came across today’s intro quote this week while...
Education Joel Greenblatt Books Holdings

Joel Greenblatt – The Secret To Diversification Is Not Owning More Stocks

One of the biggest questions facing most investors is how may stocks to hold to provide the appropriate level of diversification. Answers vary with...

July 4th Raffle For $160,000 Decked Out Tesla Model S or X With Taxes...

We are pleased to present an awesome raffle for a good non profit - enter now as tickets are running out and the drawing...