Debt, The Double Edged Sword!
In corporate finance, the decision on whether to borrow money, and if so, how much has divided both practitioners and … Read more
In corporate finance, the decision on whether to borrow money, and if so, how much has divided both practitioners and … Read more
Nine Business Books To Read In 2016 by Natalie White, Stanford Business What is the best business book you have … Read more
Will China’s New “Supply-Side” Reforms Help China? by Michael Pettis, China Financial Markets It wasn’t enough that we started 2016 … Read more
David Einhorn’s Greenlight Capital has had a stake in troubled solar firm SunEdison for quite some time, and now the … Read more
Executives at Insys Therapeutics have continued to pressure its employees to develop new ways to mislead insurance companies into granting … Read more
A graduate of Harvard Law School, Charlie Munger was given some solid advice by Warren Buffett, who said that law was … Read more
If I was to watch the world news every day I would be filled with a burning desire to build … Read more
Friends of our from Buckley Capital have put together the attached presentation on Radiant Logistic. There will be a webcast … Read more
American Express is in trouble and it appears there will be no activist coming to the rescue. Activist hedge fund … Read more
If Straight Path Has A Problem, IDT Might Have A Bigger One GeoInvesting, LLC Summary We researched 37 sites listed … Read more
GMO White Paper Market Macro Myths: Debts, Deficits, and Delusions James Montier Executive Summary In the context of the … Read more
Sturgeon Capital report for the month ended December 31, 2015 titled, “Iran Strategy.” We previously reported about Sturgeon investing in Iran. … Read more
Saudi Arabia is spending cash like there was no tomorrow, but the party cannot go on forever. According to knowledgeable … Read more
Pzena Investment Management commentary for the fourth quarter ended December 31, 2015. H/T Dataroma U.S. shale economics were marginal at … Read more
Introduction Most everything I write about is based on my belief in value investing as a sound, prudent and profitable … Read more