Value Investing Podcast: Ronald Redfield On The Value Investing Process Via Beyond Proxy Value Investing Podcast is brought to you by John Mihaljevic, CFA, author of The Manual of Ideas (the... read more

GDS Investments letter investors for the month of January 2018. He that can have patience can have what he will. - Benjamin Franklin The Big Money is not in the buying... read more

Leveraged and inverse ETFs, which have come under heavy criticism as potentially exacerbating volatility in financial markets, are not the danger that critics have made them out to be,... read more

I attended the Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) meeting in May this year and was interested to hear Mr. Buffett and Mr. Munger briefly discuss their views on the cost... read more

Tamal writes “Frankly, all three possibilities are real—a quarter percentage point rate hike, a half a percentage point rate hike or even no hike (and let the impact of... read more

The tools and practice of valuation is intimidating to most laymen, who assume that they do not have the skills and the capability to value companies. In this talk,... read more

Figure 1 - Debt to GDP (the redder, the more “overleveraged” On June 17th, Greece’s take on austerity and the European Union will be clearer.  The vote and the general... read more

Mick McGuire's Marcato Capital Management is doing just as bad, if not worse than most hedge funds. The event-driven fund took a loss of 8.8% in the last quarter, going down as... read more

Behavioral Rotations And Dispersion Large Caps: In this issue of Courant Currents, we detail the dynamics and findings of cumulative research and professional observations that analyze systematic, inefficient pricings resulting... read more

Tim du Toit is editor and founder of Eurosharelab. On his website he reveals what more than 20 years of equity investment have taught him – sometimes at considerable... read more