Items mentioned in this podcast:
Donville Kent's newsletter for July 2015. 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... Read More
David Rubenstein was interviewed on CNBC this morning. These are the highlights: Q2 hedge fund letters, conference, scoops etc Image source: YouTube Video Screenshot (1) We can have a deal with China... Read More
Insider Insights on ETF Market Making - Very Cool by Wesley R. Gray, Alpha Architect Have you ever wondered how ETF trading actually works? Most people think ETFs trade "just like stocks." These... Read More
Australia has been one of the biggest beneficiaries of China’s longstanding boom – riding the coat-tails of the Asian giant to record 25 years of continuous growth in its... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Options Trading Strategies. Here’s an excerpt from the episode: Q1 2021 hedge fund letters,... Read More
With housing risk remaining at an elevated level in Australia, investor asset allocation should move away from housing and into bonds and equities, argues Credit Suisse. Damien Boey and Hasan... Read More
Sept. 19 (Bloomberg) -- Warren Buffett, the billionaire chairman and chief executive officer of Berkshire Hathaway Inc., talks about Federal Reserve policy, the U.S. economy and his investment strategy.... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed The Market Loves To Destroy Hubris. Here’s... Read More
A review from Amazon of Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors by Allen C. Benello, Michael van Biema, Tobias E. Carlisle This one looks good stay tuned... Read More
Bubble Or Riddle? An Asset-Pricing Approach Evaluation On China's Housing Market Qu FENG and Guiying Laura WU EGC Report No: 2015/01 H/T Barry Ritholtz Abstract Rapid house price growth and high price-to-income ratio in... Read More
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