24May
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Ken Griffin Says China "Over-Responded" To Short Selling
Citadel’s Ken Griffin has a lot on his mind at present. China recently suspended Citadel Securities trading privileges in one account. (ValueWalk reported on July 17, well before the issue was... Read More
SEC Data From Form PF Reveals Interesting Hedge Fund Trends
Get The Full Ray Dalio Series in PDF Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on your tablet, or email... Read More
Talking Numbers: Fundamental Recommendations "Reveal No Value" [STUDY]
Talking Numbers: Technical Versus Fundamental Recommendations H/T George Pearkes Doron Avramov, The Hebrew University of Jerusalem Guy Kaplanski, Bar-Ilan University, Israel Haim Levy The Hebrew University of Jerusalem This version: August 20, 2015 Abstract: This study assesses the economic... Read More
Penman – The Value Trap: Value Buys Risky Growth
The Value Trap: Value Buys Risky Growth by Stephen Penman Also see our interview with Stephen Penman Stephen Penman Columbia Business School, Columbia University Francesco Reggiani [drizzle]Bocconi University Abstract: So-called value stocks earn higher returns than growth... Read More
Andrew Smithers: Valuing Japanese Shares – Part One
Valuing Japanese Shares - Part One by Andrew Smithers, FT In two earlier blogs I explained why the cyclically adjusted price earnings yield (Cape) could not sensibly be applied to... Read More
Apple Inc. (AAPL) Prepares To Hire Big In Israel
Apple Inc. (NASDAQ:AAPL) is reportedly looking to hire techies in Israel, and anyone with a resume should dust it out. Apple after acquiring Anobit, a NAND flash technology provider, for... Read More
Muddy Waters Channels John Hempton To Catch FMCN Lie
This past September, research that John Hempton of Bronte Capital did on FMCN inspired us to do some more work ourselves. This is the first time we have publicly... Read More
Luis Stuhlberger: Trump Victory Would Boost Yuan Short Positions
Luis Stuhlberger‘s Verde FIC FIM management (top hedge fund in Brazil) FIC FIM commentary for the month ended September 30, 2016. Translated from Portuguese using Google Translate. Also see Also see Q3... Read More
Green Bond Surge In Europe
With green bond issuance showing strong growth in 2017 – up an impressive 32.3% in 2017 year to date – how does an investor measure the “greenness” of their... Read More
The Bruce Greenwald Method: The Story Of Investing
One of the best ways of learning something is to teach it to others. When Benjamin Graham, the father of value investing, started teaching at Columbia University in 1928... Read More
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