In this session, I follow up on the computation of an optimal debt ratio and the discovery that a firm is under or over levered by looking at what to do next. I argue that it boils down to urgency and the investment opportunities that the firm has.
Sales/Marketing Reading Materials Referenced in Mohnish’s Presentation Marketing High Technology by William Davidow Power vs. Force by David Hawkins Strategic Selling by Miller/Heiman Conceptual Selling by Miller/Heiman Successful Large Account Management by Miller/Heiman The Origin... read more
The Oracle of Omaha, Warren Buffett, talks 2016 election, his acquisition of Precision Castparts and activist investors. Warren Buffett At Fortune's Most Powerful Women Summit 2015 read more
Value A Small Business Like Warren Buffett Image source: YouTube Video Screenshot read more
WASHINGTON DC – Wal-Mart Stores, Inc. (NYSE:WMT) workers walked off the job at three Washington DC area stores today, calling on Walmart to end its illegal retaliation against workers calling... read more
Inflation, Deflation And Mean Reversion by Russell Napier from the Ben Graham Centre Conference Key to mean reversion of CAPE- changing inflationary expectations CAPE and Q drive capital creation and are reflexive Technology... read more
Below are the rest of the notes from Invest For Kids Conference 2014 - also see links to other speakers and Lee Cooperman's 2013 slides at the end of... read more
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless... read more
Kerrisdale Partners letter for the fourth quarter ended December 31, 2015. Dear Partners, This is the quarterly letter for Kerrisdale Partners for the quarter ended December 31, 2015. [drizzle]The Kerrisdale Partners Fund... read more
The recent policy tightening initiatives from China's officials through the reining in of housing prices, will impact the country’s growth only for the short term, as policymakers prepare to... read more
In one of the biggest news stories of the year, caLPERs decided to dump its hedge fund investments. The firm released a short statement explaining the reasons behind the... read more
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