The 8 Fastest Disappearing Jobs In America

One of the certainties of a market economy is change. As Joseph Schumpeter famously observed, innovation moves the world forward, but not painlessly. Q2 hedge fund letters, conference, scoops etc FotografieLink / Pixabay The evolutionary process of “creative destruction” introduces new industries and new opportunities, but in its wake, less efficient industries [...]

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All The S&P 500 Women CEOs In One Timeline (2000-2019)

Gender equality has made significant strides since the days of Rosie the Riveter. The iconic wartime image continues to symbolize womens’ empowerment in the present—especially in politics and the workforce. Yet, the higher and further women get in their careers, it’s clear that barriers still remain. Today’s interactive timeline comes [...]

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Rowan Street Capital 2Q19 Commentary: Chipotle Case Study

Rowan Street Capital commentary for the second quarter edned June 30, 2019. Q2 hedge fund letters, conference, scoops etc rawpixel / Pixabay Dear Partners, Our 2019 second quarter performance was +5.9% (gross) compared with S&P 500 total return of +4.3%. Year-to-date performance through June 30 was +26.4% (gross) compared with +18.5% for the [...]

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Mitigating The Behavioural Biases

ValueWalk's Raul Panganiban interviews Wayne Himelsein, the President and CIO Logica Capital Advisers. In this part, Wayne discusses what led him to investing, his overall investing philosophy, mitigating the behavioural biases, how he defines his hedge, his definition to a systematic approach, and the grey box in systematic investing. Q2 [...]

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A Snapshot Of The Tourist Spending Around The Globe

Despite signs of a global economic slowdown, it seems that there is no stop on tourism growth. For many individuals, traveling is an ideal way to experience new cultures, meet new people, and broaden horizons. At the same time, tourism is a major component of the economy for many [...]

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Battle Royal Markets

Dear Fellow Investors, Over the last ten years we’ve seen the rise of the Battle Royal markets and the shift away from one-on-one investing. There are all sorts of different battle royal’s, but the ones I watched as a kid were the biggest events in pro wrestling, where 12 wrestlers [...]

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Spotlight Mowi: Spawning a Knowledge Revolution in the Ocean

In our work studying Knowledge Leaders, there’s a common thread: highly innovative companies often exist at the intersection of global trends that demand intensive R&D efforts to solve complex problems the world has never faced before. Coincidence? We don’t think so. Q2 hedge fund letters, conference, scoops etc 12019 / Pixabay The [...]

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Munger And Buffett On Stock Buybacks

Stock buybacks I have always been a contentious point for Warren Buffett and Charlie Munger. Q2 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks. While the duo is not wholly against [...]

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Ray Dalio’s Three Big Issues And The 1930s Analogue

“…nothing is new under the sun. Almost everything we see happened before at some point in human history, though of course with different details and magnitude. So we can’t throw out precedent completely. Well, except for negative interest rates. That really is something new under the sun.” “Negative rates [...]

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How Many Music Streams Does It Take To Earn A Dollar?

A decade ago, the music industry was headed for a protracted fade-out. Q2 hedge fund letters, conference, scoops etc The disruptive effects of peer-to-peer file sharing had slashed music revenues in half, casting serious doubts over the future of the industry. Ringtones provided a brief earnings bump, but it was the growing [...]

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Rate Cut? History suggests no cut!

“Davidson” submits: Q2 hedge fund letters, conference, scoops etc A rate cut from the Fed is widely expected. Many believe the US has entered a recession and that rate action by the Fed is required. History suggests no cut!. The first observation one can make is that the Fed’s history of rate [...]

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Seth Klarman’s Advice For Successful Investing

Seth Klarman is widely considered to be one of the best value investors in the world today. Q2 hedge fund letters, conference, scoops etc His Boston-based hedge fund, Baupost manages approximately $30 billion in assets for clients around the world. Its unconstrained mandate means that it can invest in whatever assets [...]

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Dev Kantesaria: Venture Investing In Biotech

ValueWalk's Raul Panganiban interviews Dev Kantesaria, the Managing Partner at Valley Forge Capital Management. In this part, Dev discusses his background and what led him to investing, venture investing in biotech, how his experience has carried over to his current investment thinking and process, his long biased equity strategy, [...]

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Bob Robotti: Determining Disparity Between Price And Value

ValueWalk's Raul Panganiban interviews Bob Robotti the president and CIO of Robotti Value Investors. In this part, Bob discusses his energy investments, the earnings power of the businesses, determining disparity between price and value, if ETFs are a momentum-oriented thing, active vs passive management, and his sell discipline. Q2 hedge [...]

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