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Q4 hedge fund letters, conference, scoops etc
The business cycle has progressed to the... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Mitchell, Brewster, and Carlisle discussed Asymmetric Returns. Here’s an excerpt from the episode:
Q2 2021 hedge fund letters, conferences... Read More
Gross versus Gundlach: Who Has More Skill?
By Robert Huebscher
November 25, 2014
Mankind has landed a spacecraft on a comet 300 million miles away. Yet, after decades of academic research, the... Read More
Via Baron Emerging Markets Fund shareholder letter
Three years ago, we launched the Baron Emerging Markets Fund with Michael Kass as Portfolio Manager, with the objective of applying our research-intensive, long-term... Read More
Eileen Segall of Tildenrow Partners, InvestPitch presentation produced by sumzero and Institutional Investor on the long case for ReachLocal Inc. (NASDAQ:RLOC).
Also see: Scott Miller of Greenhaven Road Capital: Long... Read More
Can macroeconomists get rich nowcasting economic turning points?
Thomas Ra not
This paper aims at nowcasting economic cyclical turning points in real time to get useful signals for policymakers but... Read More
Robert W. Bruce Lectures 2004-2007 to Professor Bruce Greenwald's Value Investing Class.
The saying is: “To try to teach you how to fish rather than handing you a fish.”
Value investing... Read More