Bill Nygren market commentary for the third quarter ended September 30, 2016.
Q3 2016 hedge fund letters
Q2 2016 hedge fund letters
Q1 2016 hedge fund letters
“The years say what the... Read More
Nice review and intro on this new book on behavioral finance Investing Psychology: The Effects of Behavioral Finance on Investment Choice and Bias
In a recent (very nice) review the writer... Read More
Michael Pettis is Professor of Finance, Guanghua School of Management, Peking University, author of The Great Rebalancing: Trade, Conflict, and the Perilous Road Ahead for the World Economy, Avoiding the Fall: China’s Economic... Read More
Russell is my all time favourite strategist and this article https://www.eri-c.com/news/303 on the dilemma facing the People Bank of China is a must read.
Q3 2019 hedge fund letters, conferences... Read More
A key Japanese figure in the benchmark Trans Pacific Partnership (TPP) trade agreement unexpectedly resigned amid bribery charges Thursday in what the BBC’s Mariko Oi described as “possibly the... Read More
Third Point's letter to investors for the third quarter 2014.
Third Point: Review and Outlook
The Third Quarter was moderately volatile for the markets and Third Point's portfolio. In a quarter... Read More
Arquitos Capital Management's letter to partners for the third quarter ended September 30, 2015.
Having great clients is the real key to investment success. It is probably more important than... Read More
Value Investing Podcast via BeyondProxy
Also see: Value Investing Podcast 56: Kevin Byun on John Malone’s Financial Brilliance
Tom Russo is the Managing Member of the General Partner of Semper Vic... Read More
The Pershing Square Challenge marks the culmination of a three-month competition among roughly forty teams of first- and second-year Columbia Business School Students.
Bill Ackman, founder and CEO of Pershing... Read More