23
Nov
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12
Apr
Equity Valuations – A Bug In Search Of A Windshield
Equity Valuations - A Bug In Search Of A Windshield by 720 Global On numerous occasions over the past year we suggested that U.S. equity valuations were expensive. Certainly the... read more
17
Mar
Aswath Damodaran – Session 3: Managers, Markets And Morality
This session extended the discussion of everything that can wrong in the real world. Lenders, left unprotected, will be exploited. Information can be noisy and markets can be irrational.... read more
22
Apr
Tilson Up 8.4% In Q1 With Gains From HLF, CALL, SODA; Buys Fannie Mae
Whitney Tilson's Kase Capital had a strong Q1 with a 8.4% return, according to a shareholder letter reviewed by ValueWalk. It appears from the letter to investors that Whitney... read more
08
Nov
The Labor Market in the U.S. is Strong, but How Does it Compare Internationally?
Labor Market - Friday's employment report came in at +271K, more than 100K above the 160K the market expected. The +271K jump broke a 4-month deceleration in the U.S. jobs... read more
13
Nov
The Shadow Banking To GDP Ratio Has Risen From 55% In 2012 To 59% In 2014
The Shadow Banking To GDP Ratio Has Risen From 55% In 2012 To 59% In 2014 by Financial Stability Board H/T Robin Wigglesworth Executive summary The shadow banking system can broadly be described... read more
25
Jul
Japan's Market Performance Reflects Success Of Abenomics
Voters in Japan handed a big victory to the ruling party in parliamentary elections Sunday. It's a vote of confidence in Prime Minister Shinzo Abe's ambitious economic agenda, which... read more
03
May
Milken Conference Highlights: Dirty Secret of Activism, BridgeWater NOT A Cult, 2/20 Fee is Dead and More
Milken Conference - Milken Institute's Global Conference for this year is underway in Beverly Hills, California. The speaker list includes people from diverse industries, including celebrities like Tom Hanks and Seth... read more
21
Oct
Can’t Unshine The Light On Fiduciary: Investors Must Protect Themselves
A recent article in the Wall Street Journal proclaims “the Fiduciary Rule is dead.” This statement is true in a technical sense, as a U.S. circuit struck down the... read more
16
Sep
Charles de Vaulx: Opportunities for Global Value Investing
Charles de Vaulx, International Value Advisers is speaking now on 'Opportunities for a Global Value Investor in Today’s Low Return World' live at the 9th Annual Value Investing Congress. Charles... read more
27
Dec
A Backtesting Protocol In The Era Of Machine Learning
Abstract Machine learning offers a set of powerful tools that holds considerable promise for investment management. As with most quantitative applications in finance, the danger of misapplying these techniques can... read more
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