This year will bring several economic challenges in the U.S.—some we may not yet foresee. But I can already identify at least four. Q4 2020 hedge fund letters, conferences and... Read More

Sales/Marketing Reading Materials Referenced in Mohnish’s Presentation Marketing High Technology by William Davidow Power vs. Force by David Hawkins Strategic Selling by Miller/Heiman Conceptual Selling by Miller/Heiman Successful Large Account Management by Miller/Heiman The Origin... Read More

This looks like a new whitepaper and video from Bridgewater Associates on how the economic machine works. The economy works like a simple machine. But many people don't understand it— or they... Read More

Exports are a major aspect of international trade. Countries around the world can bolster their economies by selling their resources and consumer goods to other nations around the world.... Read More

Whitney Tilson - STOP THE PRESSES AGAIN!!! My new BFF, Diane Ravitch, and I have continued our conversation and it's gotten even more interesting, as we've moved past the high-level... Read More

Chinese-focused hedge funds continue to exhibit stamina and are well represented in the top ranks of HSBC’s weekly hedge fund performance ranking. Nearly ¼ of all funds in the... Read More

Published on Jan 30, 2015 and Mohnish Pabrai Presentation on Compounding and Lectured delivered at my BFBV class in MDI Gurgaon on 26 December 2013 Read More

Investment consultants are important intermediaries in institutional asset management. Many retirement plans, foundations, university and other endowments, and other so-called plan sponsors engage investment consultants to provide a range... Read More

The S&P 500 will hit 3,500 based on historic trends according to Bank of America's November Equity Strategy update. The update, sent to the bank's equity clients and reviewed... Read More

On Monday, the owners of the iconic Empire State Building filed papers to go public. The company, owned by the Malkin family, had initially discussed their IPO plans in... Read More