Current Events
An indication of higher risk in small caps Q4 hedge fund letters, conference, scoops etc
Discussion On Short Selling
An excellent video discussing short selling and the changing nature of managing money. Listen to the first 30 minutes. About the only edge left is to be a longer-term investor. Q4 hedge fund letters, conference, scoops etc Image source: YouTube Video Screenshot
To Find Moats Look For Monopolies And Consolidating Industries
Buffett’s greatest insight is that monopolies, duopolies, and oligopolies face little competition and little threat of new entrants. Companies that dominate their industries represent toll roads in your daily life. Every time you do anything in your daily life, you are sending part of your paycheck to monopolists. Q4 hedge [...]
Investing Is Hard. Big Mistakes And Moats
Big Mistakes: The Best Investors and Their Worst Investments by Michael Batnick A Stoic would agree with this quote from the above book: The most important thing successful investors have in common is worrying about what they can control. They don’t waste time worrying about which way the market will go [...]
Bitcoin Billionaire?
http://csinvesting.org/2014/03/19/is-bitcoin-a-scam/ http://csinvesting.org/2018/04/26/bitcoin-the-worlds-largest-pump-and-dump-in-history-who-knew/ Q3 hedge fund letters, conference, scoops etc jaydeep_ / Pixabay The Bitcoin Flaw To understand the prospects for bitcoin and the other cryptocurrencies and tokens, it is necessary to grasp the ce3ntrality of gold. Gold resolved both the horizontal and vertical enigmas of money. As a universal index of value, it muted the [...]
Price Is Set At The Margin
Bitcoin is not money. Gold IS money because its marginal utility does NOT decline. Read an excellent short article: https://monetary-metals.com/the-ultimate-stablecoin-report-18-nov-2018/ TheDigitalArtist / Pixabay We have covered several times Warren Buffet’s pointed (and disingenuous) comment that gold has no utility. It just sits, and there is a cost for it to sit. And [...]
Transcendental Meditation: Another Cult Or Blissful Nirvana? Greenwald Lectures
Because intelligence is absolutely no barrier to cult recruitment. This is because a person’s intelligence is totally bypassed during the process of cult recruitment. When reality testing is suspended then one’s intelligence is not applied at all in order to ascertain the reasonableness of the cult’s teachings. Q3 hedge fund [...]
REAL News Not FAKE News; Podcasts
Excellent Podcasts on Investing http://www.boyarvaluegroup.com/world-according-boyar-podcast/ Q3 hedge fund letters, conference, scoops etc Buy-Backs This is when you want companies to buy back their stock: Industry hated, operations improving, multi-year lows. VANCOUVER , Oct. 29, 2018 /CNW/ - GOLDCORP INC. (TSX:G, NYSE:GG) ("Goldcorp") announces that that it has received approval from the Toronto Stock Exchange [...]
Hedge Fund Test: Are YOU Smarter Than A Chimp?
Test on your knowledge about the world Please put a check mark by the letter you choose or write it down next to the number of the question. Q3 hedge fund letters, conference, scoops etc You will be compared to a Chimp who—on each question—will be thrown bananas labeled A, B, or [...]
Create Your Own Case Studies
Is blockchain the technology of the future? George Gilder, author of Life After Google, argues that bitcoin and blockchain technology is revolutionizing the Internet. He sits down with Peter Robinson to discuss technology, cloud computing, big data, and the growing role of blockchain in innovating new technologies. [REITs] Q2 hedge fund [...]
Excellent Article: The Psychology Of Money
Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. [...]
Fraud, Lies, Social Proof, And The Will To Believe: Theranos
So what do you think? Are you enthused, impressed, and a believer? Read Fortune She is out for blood Theranos First Read The New Yorker Blood Simpler Get The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF. Save it to your desktop, read it on your [...]
Case Study On Managing A Company With John Thornton
View the Town Hall Meeting At Barrick Gold At our mid-year town hall, Barrick Executive Chairman John Thornton provided an update on the Company’s strategic framework and priorities. The discussion, summarized in a series of video clips below, covered seven core strategic dimensions of our business: our partnership culture; our [...]
Free Course On America’s Great Depression
One way to become a better investor and informed citizen is to study history. an old pro gives advice: “Learn history!” Joe Rosenberg (JR), Investment Officer at Loews 2017 L_Letter-to-Shareholders shouts. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, [...]
Value Investors Struggle – What Happened?
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Time; A Deep Value Investor’s Perspective
Karl Pillemer of Cornell University interviewed 1200 people age 70 to 100+ for his book, 30 Lessons for Living, asking them: 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 on your tablet, or email to [...]
Metals Markets Go Up And Down
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100 To 1; Sales; Hedge Fund Pop Quiz
From Best to Worst. There are typically two ways to make 100 to 1 on your money. 1. The preferred way–in my view because the company has more control of its destiny–would be to invest early in a high ROIC company that can redeploy capital at high rates [...]
Valuation Tutorials
Introducing HOLT Economic Profit Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Executive Summary The usual approach to valuing a firm is to calculate the present value (PV) of its future free cash flows. An alternative approach is to calculate the PV of its [...]
Condemned To Repeat The Mistakes Of The Past
Here We Go Again… Financial bubbles are not accidents but rather inevitable outcomes of our asset-backed banking system. To illustrate: imagine a homeowner who owns a $1 million house free and clear. He goes to a bank and borrows $800,000 against the house. This credit money springs into existence as [...]
The Art Of Contrary Thinking
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Focus On Management Excellence; My Interview Did NOT Go Well!
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