Value Investing: Insights on Earnings Quality
Insights on Earnings Quality, with Emmanuel Ferreira of Convector Capital Management
Insights on Earnings Quality, with Emmanuel Ferreira of Convector Capital Management
Dear Mr. Buffett Please find attached our analysis on the Norwegian construction company, Veidekke. Having read through your thoughts on investment, we are certain you will find this company attractive. “Demonstrated... Read More
In his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed That Bet With Buffett. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences... Read More
According to Wei Yao of Societe Generale, in light of the lack of improvement in recent data as well as the harsh interbank liquidity squeeze, they believe it necessary to further revise... Read More
ValueWalk learned several months ago that Hayman Capital was short United Development and we just broke the story on twitter. We have FOIAed SEC for further info and been stonewalled... Read More
OC Premium Small Companies Mandate commentary for the month of November 2015. OC Premium Small Companies Mandate - Performance review The OC Premium Small Companies Mandate returned 3.8% for the month... Read More
A First: Municipal Officials Criminally Charged With Fraud For Deceiving Investors Editor's note (Jacob Wolinsky) - this news is a few weeks old but for the citizens of Rampao/ East... Read More
Pat Dorsey, Sanibel Captiva Trust – Using Economic Moats to Improve Investment Returns Pat is an author of The Five Rules for Successful Stock Investing, The Little Book That Builds... Read More
The Biggest Threat to U.S. Jobs: The "Contestability" Nightmare by John Maulin, Mauldin Economics Today’s Outside the Box comes from Sam Rines of Chilton Capital Management in Houston, TX –... Read More
Leon Cooperman on CNBC this morning Also see Lee Cooperman Argues SEC Insider Trading Charges ... - Omega Advisors Says Bull Market Will Not “End Soon .. I don't want inside information, what I'm... Read More
Here are March’s movers, shakers, and developments in the hedge fund world. Hedge fund opportunistic credit Brigade Capital Management's $6.3 billion Opportunistic Credit strategy fund fell 0.1% in March. The strategy... Read More
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