Mario Gabelli, chairman & CEO at Gamco Investors discusses biding for wireless spectrum, the evolving role of activist investors and Mohamed El-Erian’s exit from Pimco on Bloomberg Television’s “In The Loop.”
The post above is drafted by the collaboration of the ValueWalk Team.
By VW Staff
Hear Michael Shearn, Mohnish Pabrai and Guy Spier discuss investment checklists in an exclusive Q&A session at Best Ideas 2014, the fully online investment conference taking place live on... read more
By Brian Langis
I had the pleasure to be back on The Intelligent Investing Podcast with Eric Schleien to discuss the Brookfield-Oaktree transaction. Below are some notes on the transaction. Q4 hedge fund letters,... read more
By VW Staff
The Great Investors: Lessons on Investing from Master Traders (Financial Times Series) by Glen Arnold, discusses difficulties with Ben Graham's approach to investing which capitalideasonline posted today. First a little on... read more
Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to... read more
By Guest Post
Master limited partnerships – or MLPs, for short – are some of the most misunderstood investment vehicles in the public markets. Get Our Activist Investing Case Study! Get the entire 10-part... read more
$180 billion, that’s the aggregate capex value the world’s 15 largest copper producers spent between 2009 and 2015 to bring an incremental 1.2 million tons of copper supply online... read more
The population in the developed world is getting older, and the baby boomers are now hitting retirement and doing so with fatter wallets and a larger desire for holidays... read more
By VW Staff
A November 20th report from Barclays Equity Research suggests that global equities markets will outperform U.S. stock markets in 2015, and anticipate outsize gains in the European and Japanese... read more
By Mark Melin
The advances of “brilliant” machines will astound society and have potential to revolutionize the “C-suite,” encroaching on duties of senior managers – if they are allowed to, a new... read more
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