Thoughts on why the next value trap may be a passive investment in the S&P 500. #2019outlook
Q3 hedge fund letters, conference, scoops etc
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Tuesday is a big earnings day for many large corporations. We preview earnings for many prominent companies reporting earnings (mostly for Q4). Among the companies previewed in this article,Ā AFLAC... read more
Ukraine is on the verge of signing supply agreements with the European Union this month. However, the ever-present issues of payment and dues between Russia and Ukraine threaten the... read more
David Barse, Third Avenue Management, shares this top value picks in an uncertain market. H/T Dataroma Third Avenue Management: Picking 'Low Hanging Fruit' In A Volatile Market read more
This weekend'sĀ Consuelo Mack WealthTrackĀ reveals aĀ "Seismic Investment Shift!" --premiering nationwide beginningĀ Friday,Ā October 11Ā atĀ 7:30 p.m.Ā on public television (check local listings**)Ā and onĀ wealthtrack.com.Ā Influential economist andĀ WealthTrackĀ "Financial Thought Leader"Ā David RosenbergĀ (Gluskin Sheff, formerlyĀ Merrill Lynch)Ā explains why he nowĀ predicts... read more
The most popular, and potentially most significant question of the economic quarter is the impact the rising U.S. dollar will have on U.S. corporate earnings, a new research report... read more
Farnam Street letter to investors for the month of July 2019. Q2 hedge fund letters, conference, scoops etc Letās Make a Deal The TV game show Letās Make a Deal first aired... read more
As hedge fund managers generally note a lack of value in the stock market, retail investors say now is a good time to invest read more
Tom Gayner Markel's annual letter to business partners for the year ended December 31, 2014. To Our Business Partners Here is our annual report to you for the year 2014. If... read more
Special Situations Ideas Forum - Robert Robotti Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it... read more
Company managements looking to achieve earnings growth often default to cost cutting, stock buyback, accounting gimmicks and other methods. But there is another way. More often than not, managements... read more
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