Did Herbalife Ltd. Just Confirm it Doesn’t Value Actual Sales?

The following has been sent to ValueWalk by a very trusted source on Herbalife An extremely interesting development with Herbalife Ltd. (NYSE:HLF). They have decided to shut down ALL independently run Herbalife retail websites , effective October 8th. Some background on internet sales – in the past Herbalife Ltd. (NYSE:HLF) distributors were [...]

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Lehman Was Solvent, Could Have Been Saved Say Fed Officials

A key moment that triggered the financial crisis, when Lehman Brothers was allowed to fail, is now being called into question. The comfortable line of thought used by U.S. Treasury and Federal Reserve officials was that Lehman was insolvent and could not be saved.  The decision was a legal consideration, [...]

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PayPal Mafia's Levchin, Rabois, Sacks 'Sound Off' On eBay

PayPal Mafia members Max Levchin and Keith Rabois joined Bloomberg's Emily Chang (@emilychangtv) and Cory Johnson (@CoryTV) today on Bloomberg West to discuss eBay Inc (NASDAQ:EBAY)'s plans to separate PayPal unit. Rabois tells Chang and Johnson that PayPal missed the mark over the past decade, "PayPal has missed the last [...]

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Robert Shiller: Though Overpriced, Stocks Still Attractive [VIDEO]

Not sure what this means, but... Though the stock market is "overpriced," it's still probably "not a bad investment, all things considered," Nobel-winning economist Robert Shiller told CNBC on Tuesday. To Shiller, a professor of economics at Yale University, the housing market might provide a decent return on investment, too. H/T dataroma Robert [...]

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Bridgewater Returns Double Stock Market As Future Plans Revealed

After significantly outperforming the stock market in the second quarter and year to date, Bridgewater Associates, the world’s largest hedge fund, revealed some of their secrets to success in their second quarter letter to investors reviewed by ValueWalk. See Bridgewater on U.S. Inflation Moderating For Long Term, ECB Chances For [...]

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James Chanos, Kynikos Associates: Why Short Macau?

James Chanos is the founder and managing partner of Kynikos Associates LP. As the world’s largest exclusive short-selling investment firm, Kynikos Associates LP provides investment management services for domestic and offshore clients. Chanos explains in this newly discovered video from April 2014 (story to follow) that he is short [...]

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New Study Says SEC Revolving Door Does Not Impact Prosecutions

*A new academic study considering the potential of a “revolving door” at the U.S. Securities and Exchange Commission (SEC) influencing outcomes indicates that no such evidence exists, based on its limited data set. SEC revolving door incentives do not appear to undermine the prosecution When considering accounting misrepresentations and civil trials, [...]

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Wall Street Circles The Bond Market T-Rex PIMCO

The unseemly spat at PIMCO, in which investing titan Bill Gross quit to avoid the ignominy of being fired, may deliver an unexpected bounty to various Wall Street functionaries. First out of the gates were the short-sellers, sniffing an opportunity to press sales in various products run by Gross when [...]

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Gator Financial Partners: CIFC Corp Valuation Analysis

Gator Financial Partners letter to shareholders for the first half 2014. Dear Investors: This is Gator Financial Partners, LLC’s (the “Fund”) first half 2014 investor letter. The Fund had mixed performance in the period with almost all of the performance coming in February. In this letter, we will briefly review the [...]

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Thornburg Value: Understanding Your Real, Real Returns

Great find by Cullen see a tiny except followed by the full report Understanding Your Real, Real Returns by Cullen Roche, Pragmatic Capitalism Thornburg Funds has a new report out on understanding your real, real returns and it’s fantastic.  I discuss this topic in ">detail in my book,  Pragmatic Capitalism: What Every Investor Needs [...]

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Senvest Bets On Wilbur Ross With Bank of Cyprus Purchase

Rima Senvest Management's Senvest Partners Fund grabbed a 3.7% return in August, bringing up the total return for the year to 8.4%. The Canada-based hedge fund had a tough July, falling 5.4%, but it was able to gain back some of those losses in the last month. Senvest's YTD return [...]

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Argentina Lobbies U.S. State Department As Judge Rules Contempt

U.S. Federal Judge Thomas Griesa yesterday took the unusual step of finding Argentina in contempt of court for defying his payment orders but fell short of becoming a creditor, holding off on specifying a fine. Judge Griesa had threatened a $50,000 fine for every day Argentina violated his orders. Argentina's [...]

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Banks’ Role In Dividend Arbitrage Under Fed’s Radar

U.S. regulators are turning a critical eye to the practice of dividend arbitrage, as banks rake in over $1 billion in annual revenue by exploiting the strategy, reports The Wall Street Journal. The strategy used to be an even bigger business earlier, before U.S. tax authorities made it harder to [...]

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Fondul Proprietatea – Paul Singer Text Book Activism …. In Romania

By Fit Investment Ideas Elliott Associates is the largest investor in $4.4 billion energy fund Fondul Proprietatea. The fund was created to compensate Romanians whose assets were seized under communism. The fund holds minority stakes in Romanian energy companies, some of which are unlisted. The fund is managed by Franklin Templeton. [...]

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Chenavari Toro Top Performing Credit Fund With 20.40% Return For 2014

Mitchel Julis and Joshua Friedman's Canyon Value Realization Fund was up by 0.36% in August, according to an investor update seen by ValueWalk. CVRF has managed to gain 5% year to date. Meanwhile, another solid credit fund, London-based Chenavari Investment Managers grabbed a decent return in its flagship corporate credit [...]

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Monitise Plc (MONI) May Hasten Slowly On Its LSE Main Listing

Shares of Monitise Plc (LON:MONI)(OTCMKTS:MONIF) are listed on London’s AIM, an international bourse owned and operated by the London Stock Exchange for smaller growing companies. Monitise is a mobile money processor – and specializes in technology for banking, paying and buying with a mobile device. Listing on AIM comes with [...]

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[ARCHIVES] Warren Buffett Speaks to MBA Students

Warren Buffett speaks to MBA students and answers their questions. Warren speak about stocks, property, how to be a better person, the US economy and more. Check out this brilliant talk from Warren Buffet, although this is poor quality it is great tips and advice from Warren Buffett on [...]

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John Paulson Discusses Hedge Fund Compensation [VIDEO]

9/29/2014 - John Paulson, president of Paulson & Co. Inc., tells WSJ's Francesco Guerrera how and why the salaries of top hedge fund managers have grown tremendously. John Paulson, president of Paulson & Co. Inc., talks about how his firm has weathered the effects of the financial crisis and change [...]

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