Warren Buffett's decision to write $50 billion worth of European-style put contracts against major stock indices between 2004 and 2008 for $4.9 billion in premiums has previously drawn attention for the strange way they seem to have been priced, but now it seems that Berkshire Hathaway has stood by pre-crisis volatility predictions that no longer make much sense, which make the company’s exposure look smaller than it probably is.
This is part two of a two-part interview with Glenn Surowiec, founder of GDS Investments and advisory board member of Value Conferences. The interview is part of ValueWalk’s Value Fund... Read More
Reinsurance is one of the few hedge fund strategies that has almost no correlation to the stock or bond markets and has the potential to generate high single digit... Read More
Einhorn said that he has made a practice of hiring only nice people at Greenlight, and this has helped the hedge fund in its steady journey to success Read More
Margin Of Safety Investing by Investor Vantage “If you were to distill the secret of sound investment into three words, we venture the motto, MARGIN OF SAFETY.” – Benjamin Graham When it... Read More
Activist acolytes, today has a solid blend of news and stories. Send tips to @activiststocks, sign up for our daily newsletter, and ICYMI the latest newsletter is here. News: Sardar... Read More
In the wake of the Italian Referendum “No” vote, where an unusually large turnout rejected calls to consolidate power, the markets are rather tame, as if the vote was... Read More
Valeant Non-Gaap Definitions by Bewoulf Capital It is one of those posts where I am just reproducing Valeant Non-Gaap Definitions. I just cannot imagine all these expenses being excluded. Source... Read More
Consumer spending growth is supporting US GDP group, once again. Figures released last week suggest that the US economy grew by a 2.6% annual rate in the fourth quarter of 2017,... Read More
The Security and Exchange Commission (SEC) settled charges with a Pennsylvania private equity firm for violating “pay-to-play” rules that prohibits investment advisors from giving campaign contributions within two years... Read More
While the headlines might indicate the algorithmic apocalypse is upon us, and that robots will be directing investment allocation decisions, the reality at present is far different. “Rules-based” or... Read More
