G&D Fall 2019 Issue: Interview With Mohnish Pabrai

Interview with Mohnish Pabrai, the Managing Partner of the Pabrai Investment Funds, from the Graham & Doddsville Fall 2019 Issue. Q3 2019 hedge fund letters, conferences and more Mohnish Pabrai is the Managing Partner of the Pabrai Investment Funds. Since inception in 1999 with $1 million in AUM, Pabrai Investment Funds [...]

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The Start Of A New Gold-Silver Cycle (Part 1 Of 3)

The world has experienced a decade of growth fueled by record-low interest rates, a burgeoning money supply, and historic debt levels – but the good times only last so long. Q2 hedge fund letters, conference, scoops etc As the global economy slows and eventually begins to retract, can precious metals offer [...]

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Interview With Gerhard Anderson Of Seward and Kissel LLP: Seed Transaction Deal Points

ValueWalk's Raul Panganiban interviews Gary Anderson, a partner in the corporate finance group at Seward and Kissel LLP. Q2 hedge fund letters, conference, scoops etc rawpixel / Pixabay Interview With Gerhard Anderson Transcript Good morning podcast listeners. Today's very special episode with Gary Anderson. Gary is a partner in the corporate finance group at [...]

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Bonhoeffer 2Q19 Commentary – Case Study Midcap Stock

Bonhoeffer Capital Management commentary for the second quarter ended June 30, 2019, discussing their case study on a $1.8B media stock Dear Partner, Bonhoeffer returned 2.7% net of fees in the second quarter of 2019, compared to 4.1% for the MSCI World ex-US, an international benchmark. As of June 30th, our [...]

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Hindenburg Research Short Predictive Technology “A Fraud”

Predictive Technology: 95%+ Downside on CEO and Former Chairman’s Past Securities Fraud Allegations, Acquisitions That Reek of Insider Self-Dealing and Dubious “Miracle Cure” Sales Tactics Q2 hedge fund letters, conference, scoops etc Predictive’s key original holders and recent Chairman/director have previously been charged by regulators with securities fraud, including allegations of [...]

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BGC Notes: Alternative & Special Situations Value Investing – Verdad, Bluemountain And More

Notes from the Alternative and Special Situations Value Investing Panel featuring Verdad Capital's Brian Chingono, CarVal Investors' William Schatz, Bluemountain Capital's Omar Vaishnavi, and Wincrest Capital's Barbara Ann Bernard from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19. See the full notes here. Q2 hedge [...]

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Learning From David Abrams

What if I told you that there was a guy who has a degree in History, who, when he started his career in investing not only did not know the difference between a stock and a bond but also hadn’t a clue as to what they actually were, has [...]

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David Samra: ABB Is Finally Headed In The Right Direction

David Samra, Managing Director of Artisan Partners and lead portfolio manager of the Artisan International Value Fund, explains why ABB should split into two separate companies, why he expects further divestitures at LafargeHolcim and what he likes about Novartis, UBS, Nestlé and Richemont. Q1 hedge fund letters, conference, scoops etc rawpixel [...]

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Visualizing The Future Of Banking Talent

Many organizations say that their greatest asset is their people. In fact, Richard Branson has famously stated that employees come first at Virgin, ranking ahead of customers and shareholders. So, how do businesses effectively manage this talent to drive success? Q1 hedge fund letters, conference, scoops etc This question is top [...]

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Central Banker Inflation Obsession = “Head-Fake”

Headline: Worst Case Scenario For Global Economy = Legacy Inflation Ramp. Q4 hedge fund letters, conference, scoops etc geralt / Pixabay Central Bankers Continually Lament The Lack Of Inflation To Justify Their Massive Liquidity Injections. Just Pour Endless Streams Of Money Into The Financial System…And It’ll Eventually Feed Through To The Real Economy…Creating Legacy [...]

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How And Should You Even Invest In Bonds? [Part 1]

I get this question a lot, so I thought I discuss it in-depth in the next few articles. The post is geared towards investors based in Singapore. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Bond Fundamentals 101 The best way to think about bonds are that they are essentially IOUs. Imagine [...]

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Payless Files For Voluntary Chapter 11 Protection In The U.S. And Intends To File For CCAA Protection In Canada

All North American Payless Stores to Close by the End of May; E-Commerce Operations Have Been Wound Down Q4 hedge fund letters, conference, scoops etc BentleyMall [CC BY-SA 3.0], via Wikimedia CommonsLatin American Stores and International Franchisee Stores Will Remain Open and Continue Business as Usual TOPEKA, Kan.--(BUSINESS WIRE)--Payless ShoeSource (“Payless” or [...]

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The Sand Is Shifting

Throw those projections out. If you want to know where equity markets are headed , then look no further than the chart below which shows the correlation between M1 and MSCI world Index. Central banks probably need to do something to turn around real M1 growth, otherwise MSCI World [...]

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Charles Munger: “If You Won’t Attack A Problem While It’s Solvable And Wait Until It’s Unfixable, You Can Argue That You’re So Damn Foolish That You Deserve The Problem”

While not specifically an investing book, The Art of the Good Life: Clear Thinking for Business and a Better Life, by Rolf Dobelli provides some great lessons for investors. There’s one passage in particular titled – Reality Doesn’t Care About Your Feelings; or, Why Every False Step Improves Your Life – which basically [...]

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Performance Issues Taking A Toll On Hedge Fund Asset Flows

Investors withdrew an estimated $7.88 billion from global hedge funds in June 2018, bringing overall Q2 2018 net flows for the industry to -$5.43 billion, according to the just-released eVestment June and Q2 2018 Hedge Fund Asset Flows Report. Get The Timeless Reading eBook in PDF Get the entire 10-part series [...]

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