28
Oct
By Mark Melin
The "Amazon effect" isn’t only about technical superiority disrupting retail stores. Increasingly, big tech firms such as Facebook, Apple and Alphabet (Google) are poised to disrupt and potentially displace... read more
21
May
By Rupert Hargreaves
Like the majority of Baupost's investor correspondence over the years, Baupost's 1994 year-end letter contains some valuable insights. However, the year-end letter is difficult to get hold of in... read more
09
Jul
By Michelle Jones
Major stock indices have recorded solid gains for the first six months of the year, but at least one fund has greatly outperformed. Andvari Associates gained 38.7% for the... read more
03
Jun
By Rupert Hargreaves
In 2000, as the dot-com bubble was in full swing, Pets.com, an online retailer of pet supplies went public. The company was less than two years old at the... read more
10
Mar
By Guest Post
Berkshire Hathaway: Fifty Years of Enduring Advice by Greg Dowdall, Burgandy Asset Management
When Tony Arrell first established Burgundy, he promised clients he would manage their money the same way... read more
05
Jun
By Rupert Hargreaves
This is part eight of a multi-part series on Warren Buffett’s early years.
Before he acquired Berkshire Hathaway, Warren Buffett managed a number of partnership for select investors, family and... read more
04
Jul
By Rupert Hargreaves
Throughout this series, I’m looking at both the benefits, and drawbacks of investing in small cap equities , considering all of the evidence available to us today for both... read more
12
Sep
By
Pandora Media Inc (NYSE:P) named its new chief executive officer yesterday, venture capitalist Brian McAndrews. He replaced Joe Kennedy ‘effective immediately,’ according to a report in USA Today. The company... read more
23
Nov
By Rupert Hargreaves
Trump's Policies Will Unleash A Wave Of Buybacks
S&P 500 companies will splurge an estimated $2.6 trillion of cash in 2017 up 12% year-on-year according to Goldman Sachs analysts... read more
11
Apr
By Mark Melin
2015 was a significant year for Balyasny Asset Management (BAM). From a business perspective, the hedge fund was said to have benefited when Steven A. Cohen rolled SAC Advisors... read more
