Lucy Hunt presentation on Historical Precedents for Persistently Low U.S. Inflation from CFA SOCIETIES TEXAS ANNUAL INVESTOR SYMPOSIUMFriday, February 14, 2014 The Impact of High and Growing Government Debt on... Read More
Russell is my all time favourite strategist and this article https://www.eri-c.com/news/303 on the dilemma facing the People Bank of China is a must read.
Q3 2019 hedge fund letters, conferences... Read More
Michael Mauboussin on Common Errors in DCF Models via CSInvesting
Michael Mauboussin is the author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing (Harvard Business... Read More
Akre Focus Fund's semi-annual letter to shareholders.
What a start to 2013! By the Ides of March (March 15, 2013), the market, as represented by the S&P 500 (INDEXSP:.INX),... Read More
Longleaf Partners Funds 2013 Letter to shareholders
Almost every investment positively contributed to performance in 2013, and the importance of good partners and strong businesses was evident. New leaders quickly... Read More