Yacktman on the Sources of Moats, Concern with Apple's Strategy
Don Yacktman on the sources of moats, his concern with Apple Inc. (NASDAQ:AAPL)'s strategy.
Don Yacktman on the sources of moats, his concern with Apple Inc. (NASDAQ:AAPL)'s strategy.
The BLS reported monthly job growth of +126K Friday morning. Unsurprisingly, given the disappointment most other economic indicators have given over the past few months, the +126K was well... Read More
“Credit expansion is the government’s foremost tool in their struggle against the market economy. In their hands it is the magic wand designed to conjure away the scarcity of... Read More
Today, the middle east stock markets mostly declined, along with their various indices. The main cause was the decrease in oil prices. Oil has gone down over the past three... Read More
DB Pension Plans: Elementary My Dear Watson by IceCap Asset Management New money printing, negative interest rates and more bailouts has created even more confusion in the financial world. Fairly... Read More
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baby Carrots-Zugzwang. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and... Read More
Measuring the Zombification of Stock Markets Around the World Q3 2020 hedge fund letters, conferences and more This research note was originally published by the CAIA Association’s AllAboutAlpha blog. Here is... Read More
Ray Dalio, Bridgewater Associates' chairman and founder, spoke with Bloomberg's Tom Keene and Michael McKee on the eve of the U.S. Fed policy decision on Bloomberg Television and Radio. Get... Read More
After serving as a Captain in the United States Marine Corps, Dr. Wesley Gray became a finance professor at Drexel University. Dr. Gray’s interest in entrepreneurship and behavioral finance... Read More
Seeking Alpha? It's a Bad Guideline For Portfolio Optimization via SSRN Moshe Levy Hebrew University of Jerusalem - Jerusalem School of Business Administration Richard Roll California Institute of Technology April 28, 2015 Abstract: Alpha... Read More
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