How Smaller Broker Dealers Offer Greater Flexibility

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc By Andyhill8 (Andy Hill) [Public domain], via Wikimedia CommonsAs the financial services industry continues to evolve in the face of regulatory changes, fee compression and shrinking margins, [...]

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Dr. Fox: If You Can’t Convince Them, Confuse Them

Big words sound smart. Q2 hedge fund letters, conference, scoops etc Kapa65 / Pixabay Said differently, intellectual competence is positively correlated with the complexity of one’s vocabulary. Readers assume that the more difficult a passage is to read the more competent it must be.  Think about how silly that is for a moment. This [...]

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Enhancing The Performance Of Momentum Strategies

In “Your Complete Guide to Factor-Based Investing,” Andy Berkin and I presented the evidence demonstrating that momentum, both cross-sectional (or relative) momentum and time-series (or absolute, trend following) momentum, not only increases the explanatory power of asset pricing models while providing (historically) a premium, but that the premium has [...]

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Peter Simpson-Morgan – Aussie Lynch, Peter Lynch-Style Investing In Australia

Summary In this episode of The Acquirer’s Podcast Tobias chats with Peter Simpson-Morgan, a legendary Australian fund manager who ran Perpetual managing $13 billion dollars until he started his own firm 452 Capital. Peter provided some great insights into: Image source: YouTube Video Screenshot Q1 hedge fund letters, conference, scoops etc The Differences [...]

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Probabilities, Truth And Consequences

Why we are bad at probabilities and worse at understanding consequences? Q1 hedge fund letters, conference, scoops etc erik_stein / Pixabay A client came to me recently with a net worth well over $10 million. He had enough money to support his family’s desired lifestyle for the rest of their lives, but [...]

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If Student Loans Might Be Forgiven, Why Not Borrow More?

It's one of the rules of electoral success: advocate policies that concentrate the benefits on an easy-to-identify interest group (preferably one that is sympathetic in the public eye) and disperse the costs onto the entire electorate. It's how we get Coke sweetened with corn syrup rather than actual sugar. [...]

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Are TIPS Cheap?

I’ve been getting lots of questions about whether Treasury inflation-protected securities (TIPS) are a good investment, with the yield at just 0.32% on the five-year. To answer the question of whether TIPS are cheap or expensive relative to Treasuries, I’ll discuss how to make the determination of whether to [...]

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GameStop – Hard Reality Ahead

I’ve been following the retailer GameStop (GME) on and off for a couple years now. It’s trading at $4.80 a share with a market cap of $490m. The stock has been in free fall for a couple years now.  It did stabilize for a bit last year when they [...]

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DoubleLine – Tariffs Threat Results in Frontloading of Shipments

DoubleLine Infrastructure Income Fund July 2019 webcast hosted by Andrew Hsu and Damien Contes, titled, Growth through Evolution. Q2 hedge fund letters, conference, scoops etc Landscape for Infrastructure Funding Public Spending on Transportation and Water Infrastructure, by Level of Government 1956 to 2017 Source: DoubleLine, Congressional Budget Office Existing Facilities - PPP Concession Design-Build-Finance-Operate-Maintain (DBFOM) [...]

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Verdad Capital On The Great Private Equity Rip-Off

Dan Rasmussen founded Verdad Capital in 2014, and since then he's quickly established himself as one of the industry's rising stars. In 2017, he was named to the Forbes 30 under 30 list. Q2 hedge fund letters, conference, scoops etc Verdad specializes in applying a private equity model to public markets. [...]

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Is Value Investing Dead?

ValueWalk's Raul Panganiban interviews Brian Boyle, CFA, the president and portfolio manager of Boyle Capital, and Erik Ritland, CFA, the research analyst at Boyle Capital. In this part Boyle and Ritland discuss their value investing approach, if value investing is dead, Buffett's purchase of Amazon, and IPOs like Uber. See [...]

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Mapping My Mind: Value Factor

What have I learned so far? Q1 hedge fund letters, conference, scoops etc SUMMARY There is consistency in the performance of the Value factor across markets and asset classes Allows to create a coherent framework of how to think about Value Suggests a global driver of factor performance INTRODUCTION Our research aims to educate investors by [...]

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ValueWalk Interview With OpenSquare’s Nelson Wu On Energy Stock Investing

ValueWalk's Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital, discussing topics ranging from insider trading at Allergan, views on activism, current state of the oil and gas sector, oil equities recovery and much more. Q2 hedge fund letters, conference, scoops etc Goumbik / Pixabay Interview With Nelson Wu Transcript Good morning podcast [...]

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Dividend Stock Analysis Of Medtronic PLC (MDT)

Medtronic plc (MDT) develops, manufactures, distributes, and sells device-based medical therapies to hospitals, physicians, clinicians, and patients worldwide. It operates through four segments: Cardiac and Vascular Group, Minimally Invasive Therapies Group, Restorative Therapies Group, and Diabetes Group. Q1 hedge fund letters, conference, scoops etc Last week, the company raised its quarterly [...]

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Tips On Good Investment Writing

When I look back at some of our early letters, it’s possible that they could have been written by Dr. Fox. But over the years, I think I’ve gradually found my voice. I’ve learned to write like I talk and like I think. Being simple-minded is helpful in this [...]

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Hindenburg Research Short Predictive Technology “A Fraud”

Predictive Technology: 95%+ Downside on CEO and Former Chairman’s Past Securities Fraud Allegations, Acquisitions That Reek of Insider Self-Dealing and Dubious “Miracle Cure” Sales Tactics Q2 hedge fund letters, conference, scoops etc Predictive’s key original holders and recent Chairman/director have previously been charged by regulators with securities fraud, including allegations of [...]

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