(UPDATED 6/13 19:06) Q1 2019 TOP Hedge Fund Letters! Stock Pitches, Conferences, Job Openings And More From Sohn, Bass, Einhorn, Loeb, Milken And More

This post was created on 3/30/2019 stay tuned for updates up to several times a day! As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size. How is this different than SecurityAnalysis? We have a lot more (on funds both large [...]


How Americans Make And Spend Their Money, By Education Level

Months ago, we showed you a set of data visualizations that highlighted how people make and spend their money based on income groups. Q1 hedge fund letters, conference, scoops etc Today’s post follows a similar theme, and it visualizes differences based on education levels. Below, we’ll tackle the breakdowns of several educational [...]


Quite Possibly The World’s Cheapest Stock Market

[Editor’s note: Yesterday we accidentally sent the wrong version of Simon’s article about Kazakhstan. We posted the correct version to the website– and definitely recommend you check it out.] LoggaWiggler / Pixabay Late last week, the Federal Reserve gave its strongest signal yet that they would cut interest rates soon. And in [...]


Metro Take Over – Quick Assessment

After reading “Merger Masters” I decided to practice my new found knowledge a little bit and apply it to Metro. My long time readers know that I bought Metro as a spin-off and exited with a pretty painful loss. Q1 hedge fund letters, conference, scoops etc geralt / Pixabay The Czech billionaire [...]


IMO 2020: The Big Shipping Shake-Up

Over 90% of all global trade takes place on our oceans. Q1 hedge fund letters, conference, scoops etc Unfortunately, the network of 59,000 vessels powering international commerce runs on sulfur-laden bunker fuel, and resulting emissions are causing problems on dry land. As today’s infographic by Breakwave Advisors demonstrates, new emissions regulations taking [...]


If You’re In Business, You’re In Sales – Get Over It

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc PublicDomainPictures / Pixabay Nothing happens until a sale is made.” Thomas Watson Sr., founder of IBM What words come to mind when you think of a salesperson: Schmoozer? Shyster? [...]


Here’s Why You Should Drive A Junky Car

I was unhappily scrolling through Facebook the other day and saw that one of my smart friends had posted a dumb article about the excellent Toronto Raptors basketball player who, despite making nearly a hundred million dollars, still drives a 20-year-old beater SUV. Q1 hedge fund letters, conference, scoops etc Free-Photos [...]


Aswath Damodaran: 8 Lessons For Valuing Young Growth Companies

Anyone can value stable, money-making mature companies, but a real test of valuation skill is when you have to evaluate "difficult" companies, according to Aswath Damodaran. In his lecture notes on valuation and calculating intrinsic value, Damodaran declares that valuing young companies, companies that don't fit the accounting mold and [...]


Testing The Fed’s Narrative With The Fed’s Data: QT Edition

“The fact that financial markets responded in very similar ways … lends credence to the view that these actions had the expected effects on markets and are thereby providing significant support to job creation and the economy.” —Ben Bernanke defends the idea that markets and the economy respond significantly [...]


Trump’s Trade War Is Paralyzing Business?

Last week the Business Roundtable, an organization of large company leaders, released its quarterly CEO Economic Outlook Index. Q1 hedge fund letters, conference, scoops etc kalhh / Pixabay The index tracks what executives expect for sales, capital spending, and hiring over the next six months. The good news is the index has been [...]


4 Quality Cyclical Small Caps

PM Lauren Romeo discusses recent market volatility and gives a deep dive on four key holdings in our Premier Quality strategy. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay With more market volatility in May, where have you been most actively investing? Investors’ concerns about the escalation of the trade war [...]


ValueWalk Interview With Professor Aswath Damodaran

ValueWalk's Raul Panganiban interviewed Professor Aswath Damodaran, discussing topics ranging from his book, The Dark Side of Valuation, what should investors do about uncertainty, Bitcoin millionaires, Spotify valuation and much more. This interview was recorded in May 2018 and was recently transcribed. Q1 hedge fund letters, conference, scoops etc Interview With [...]


Which Annuities Offer The Best Inflation Protection?

Recent articles in Advisor Perspectives by David Blanchett and by Zvi Bodie and Dirk Cotton have dealt with single-premium immediate annuities (SPIAs) used to generate lifetime income in retirement. The focus of those articles was the pricing and the risks of going without inflation protection. In addition to SPIAs, [...]


Nice Work Dividend Sensei – But I Choose Lowe’s

Introduction I am a firm believer and ardent supporter of conducting comprehensive research and due diligence on any company (stock) you might consider investing in.  However, I have also experienced the reality that far too many investors make their decisions based on opinions, emotions or vague ideas about a company, [...]


David Abrams Explains How To Value Stocks

Continued from part one... Q1 hedge fund letters, conference, scoops etc Abrams and his team want to understand the fundamental economics of every opportunity because, "It is easy to tell what has been, and it is easy to tell what is today, but the biggest deal for the investor is to [...]

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