28May
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23Jun
East Coast Asset Management 1Q15 Update – Mr. Market Revisited
East Coast Asset Management letter to clients for the first quarter 2015 titled, "Mr. Market Revisited." Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren... read more
18Jul
Gramercy: Banks Forced Withdrawal From Emerging Markets Likely To Create Liquidity Crisis
Market liquidity is at times one of those little-discussed footnotes in an investment thesis that is typically understood by those with deep knowledge with broad interests. It takes a... read more
16Feb
Staying Positive About Going Negative
Staying Positive About Going Negative Just over two weeks ago, the Bank of Japan (BOJ) cut the (marginal) deposit rate that it pays to banks from zero to negative one-tenth... read more
24Oct
Mobile Mini, Inc: Gross Margins are High But for a Not so Great Reason
Mobile Mini, Inc. (MINI) Introduction: Mobile Mini Inc (NASDAQ:MINI) was founded in 1983 and is headquartered in Tempe, Arizona. The Company provides portable storage solutions through its lease fleet of portable... read more
06Feb
Japanese Banks Accused Of Tibor Manipulation
Japanese banks are at the receiving end of scrutiny after Hideto Takata, a former derivative trader, accused the banks of keeping the Tokyo interbank lending rate (Tibor) artificially high.... read more
18Jan
Wedgewood 4Q15 Letter – Back To Our Regularly Scheduled Stock Market
Wedgewood Partners client letter for the fourth quarter ended December 31, 2015; titled, "Back to our regularly scheduled stock market." Get The Full Seth Klarman Series in PDF Get the entire... read more
30Aug
Rothschild WM: CTAs Offer Attractive And Cheap Portfolio Insurance
Rothschild Wealth Management July summary. Below is an excerpt on alternatives, followed by the full document in pdf. Rothschild WM: Liquidity returns home Emerging markets (EMs) have been one of the... read more
10Jul
Gazprom is Facing Problems from Shale Gas
Russian state monopoly Gazprom OAO (ETR:GAZ) GDR (FRA:GAZ) (PINK:OGZPY) is not showing the dynamic reaction from the shale gas challenge, which it is facing. With such attitude “Gazprom” risks becoming an outsider... read more
02Jun
Kerrisdale: Up 4.3% In Q1, But Will Straight Path Hurt Q2?
After a relatively bad performance during 2016, Kerrisdale Capital produced a positive return of 4.3% for its investors during the first quarter of 2017. According to the firm’s first... read more
18May
Trump Sets Sights On Dismantling Dodd Frank
After a fund raising trip to the influential SALT hedge fund conference in Las Vegas nearly a week ago, Republican presidential candidate Donald Trump on Tuesday suddenly has dismantling Dodd... read more
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