Mark Smith speaks to Platinum Asset Management co-founder Kerr Neilson on his views about philanthropy, his contrarian approach to investing and opportunities in the SMSF sector.
Stock Returns Of Admired Companies And Spurned Ones by CSInvesting Deniz Anginer University of Michigan [email protected] Meir Statman Glenn Klimek Professor of Finance Santa Clara University Leavey School of Business Santa Clara, CA 95053 January 2010 Abstract Do stocks of... Read More
Emerging Value Capital Management letter to investors for the first quarter ended March 31, 2016. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in... Read More
Marathon Asset Management commentary for the month of February 2016, titled, "Culture Vulture." This is discussed in their new book Capital Returns: Investing Through the Capital Cycle: A Money... Read More
In an interview to appear on FOX Business Network’s (FBN) Wall Street Week this Friday at 8PM/ET, hosts Anthony Scaramucci and Gary Kaminsky speak with Former United States Secretary... Read More
Positively Correlated - Since the financial crisis, the daily returns of global equities and the WTI oil price have been highly correlated. According to Source, the multi-asset research outfit,... Read More
The Q&A session at the recent Pabrai Funds annual meeting featured the following priceless exchange between the value investing guru and a boy sitting in the auditorium with his father: Boy:... Read More
Warren Buffett struck some of his famous deals -- taking lucrative stakes in Goldman Sachs Group Inc. and General Electric Co. -- by swooping in when others panicked during... Read More
Do Active Managers Provide Higher Factor Exposure than ETFs? Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop,... Read More
“Davidson” submits: Q4 hedge fund letters, conference, scoops etc geralt / Pixabay History from 1953 indicates that when the T-Bill/10yr Treas Rate Spread falls to 0.20% or lower a recession occurs, but... Read More
To refresh your memory, it outlines the biggest SEC changes and adjustments funds will need to make going into 2016, including: Cybersecurity Risk Alerts, issued throughout 2015, but the Cybersecurity... Read More
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