Jeff Ubben On AI And Tech

Jeff Ubben interview on AI, Disney and recent bets see below Karman 2017 letter on Bitcoin  the danger of Chinese leverage Discipline while value investing in bubby times Value investing is not dead Radicalization of politics Dangerous FAANG valuations   Comfreak / Pixabay

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Kyle Bass: Inflation Is A Worry But The Real Risk Is Excess Debt In China; Risk Parity Could Get Hit Hard

Kyle Bass interview from today on CNN Money video and informal transcript   Klarman 2017 letter on Bitcoin  the danger of Chinese leverage Discipline while value investing in bubby times Value investing is not dead Radicalization of politics Dangerous FAANG valuations On Oil Looking behind me to see what it is down just for the day the 30 to [...]

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Seth Klarman On FAANG, Leverage, Discipline, Value Investing, Bitcoin, Disruption, Softbank, Reading And More

We thought readers would be interested in some recent Seth Klarman coverage on a variety of topics but especially 2017 letter highlights for those who missed - see links below to read everything and let us know if we are missing anything important! Baupost 2017 letter Klarman On Bitcoin  the danger of Chinese leverage Discipline [...]

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Brazil Conference 2018 – Jorge Paulo Lemann and Ray Dalio

Brazil Conference at Harvard & MIT 2018 - Jorge Paulo Lemann and Ray Dalio Brazil Conference Published on Apr 17, 2018 Saturday, April 7, MIT. Video and informal transcript below Pabrai Investment Funds Struggles In Q1 Exits The US Retail Defaults Set To Peak But Debt Maturities Signal Bad News Ahead Socially Responsible Investing A Chance [...]

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Carlos Slim: Early life, Business and Investing

An interview with Mexican billionaire Carlos Slim. In this interview, Carlos discusses his early life and successful businesses and investments. Carlos also talks about the global economy and philanthropy.📚 Carlos Slim’s favourite books are located at the bottom of the description❗ Like if you enjoyed Warren Buffett: Principles For Success [...]

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Steve Eisman | Wall Street Debate At Oxford Union 4/3

See the video and an imperfect transcript uploaded below - the video is about ten minutes Pabrai Flagship Returns 92 Percent In 2017; 14X Return On Indian Small-Cap Now to Steve Eisman to continue the case. The opposition it's been my experience that most people even extremely educated people don't fully [...]

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Klarman On Softbank

We have some highlights of the Baupost 2017 letter on ValueWalk Premium - since the site just launched we posted here although you really should get our newsletter and check out the other site - also many will ask - also please do not email our staff asking us [...]

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Ray Dalio Talks @Google

Talks at Google Published on Mar 26, 2018 In 1975, Ray Dalio founded an investment firm, Bridgewater Associates, out of his two-bedroom apartment in New York City. Forty years later, Bridgewater has made more money for its clients than any other hedge fund in history, and grown into the fifth most [...]

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Universal Display Corporation – Gabelli Research

Universal Display Corporation - Gabelli Research Analyst Hendi Susanto (3-20-2018) http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) http://facebook.com/gabellitv GabelliTV Transcript:Universal Display owns key patents for organic LED material technologies and is the sole supplier of phosphorescent emitter materials used in OLED displays. The company has 47 million shares, closed at [...]

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Warren Buffett: Principles For Success In Life and Business

An interview with billionaire and CEO of Berkshire Hathaway, Warren Buffett. In this interview, Warren discusses the qualities and principles for success in life, business and management. Warren also talks about leadership and adapting after failures.📚 Books about Warren Buffett and his favourite books are located at the bottom [...]

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Seth Klarman On Reading – NEW

Dont think anyone has "discovered" this interview yet - Seth Klarman talks with Baltimore Polytechnic Institute Alumni Association BPIAA 2017 Distinguished Alumni Honoree Video: Seth & Michael Klarman it was uploaded by the school on December 15 2017 and took place in May of 2017 it seems Yes they brothers! Here [...]

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Kyle Bass – Tariffs are simply about national security

Kyle Bass, Hayman Capital founder, explains why he thinks the Trump administration's steel and aluminum tariffs are a good way of dealing with the trade issues arising from China, including intellectual property theft. Surprising U turn for Kyle Bass who was very critical of Trump Tariffs are simply about national security: [...]

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