Tim Pagliara Expert On The GSE Debate Talks Fannie Mae Reform

ValueWalk's Raul Panganiban interviews Tim Pagliara, Founder, Chairman and CIO of CapWealth group and Grant Stark, CFA, is director of research at CapWealth Group. In today’s episode we discuss the potential solution for GSE reform. Q4 2019 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Interview with Tim Pagliara...

It Doesn’t Get Much Better Than This?

What an amazing three days. I’ve said to some of my clients that moves of this magnitude are highly unusual. How unusual? Q4 2019 hedge fund letters, conferences and more The returns of the last three days would rank sixth in the top ten three-day moves upward for the S&P 500...

Li Lu’s Advice On How To Invest In A Crisis

Chinese-born American investor and hedge fund manager Li Lu is considered to be one of the best value investors alive today. Q4 2019 hedge fund letters, conferences and more The founder and Chairman of Himalaya Capital Management started his investment career in 1997 when he launched Himalaya. He has since gone on...

Things Are Going to Change. Here’s What We Should Do

In the aftermath of the coronavirus, we face the strong possibility of a deflationary depression. We cannot allow that to happen. Q4 2019 hedge fund letters, conferences and more stevepb / Pixabay This is going to mean significant amounts of government debt, and much of it will have to be monetized by the...

Yes, You Can Build A Portfolio That Gains From Disorder

As you have probably noticed, stocks are a wee bit more volatile these days. We’ve reached levels of volatility similar to what we experienced during the financial crisis, and before that, the Great Depression. It’s pretty intense. Q4 2019 hedge fund letters, conferences and more rawpixel / Pixabay I can tell you one thing:...

The Finance Curse With Nicholas Shaxson

ValueWalk's Raul Panganiban interview Nicholas Shaxson, journalist and investigator. He has authored several books including “Treasure Islands” and his most recent book, “The Finance Curse: How Global Finance is Making us All Poorer.” Q4 2019 hedge fund letters, conferences and more 024-657-834 / Pixabay Interview With Nicholas Shaxson   Transcript Hello podcast listeners. Today's a...

Bill Ackman Up 100x On Hedges Put On In Early March [Full Letter]

LONDON--(BUSINESS WIRE)--Regulatory News: Pershing Square Capital Management, L.P. today released the following letter to investors: Q4 2019 hedge fund letters, conferences and more Dear Pershing Square Investor, On March 3, 2020, we disclosed that we had acquired large notional hedges which have asymmetric payoff characteristics; that is, the risk of loss from these...

Crescat Capital: Global Macro Themes And Value Driven Models

ValueWalk's Raul Panganiban interviews Crescat Capital's Kevin Smith And Tavi Costa, discussing their trade of the century idea. In this part, Tavi and Kevin discuss what led them to finance and investing,what working at Crescat like, their focus on global macro themes and value driven models, and finding contrarian...

Crescat Capital: China Is Running A Banking Ponzi Scheme

ValueWalk's Raul Panganiban interviews Crescat Capital's Kevin Smith And Tavi Costa, discussing their trade of the century idea. In this part, Tavi and Kevin discuss the Chinese currency bubbles and banking Ponzi scheme, how high can consumer confidence go, and buying the dip. Q4 2019 hedge fund letters, conferences and...

Brief thoughts on Discovery Communications (DISCK/A)

We had blogged about Discovery communications before here. On March 20th, the stock closed at $16.87 / share with 711 fully diluted shares outstanding generating a market cap of ~$12B. The company carries debt of $15.4B. The company also generated operating cash flow of $3.4B with a net income...

Markel Corp. Equity Portfolio

Reposting with edits as the prior post is not updating online. Markel (MKL) closed at $785/share as of March 20th. Since the reported book value of MKL was $802 as of Dec 31st, I wanted to look into the equity portfolio of $MKL and see the effect on its book...

Managing Downside Risk In A Downturn!

As value investors, a lot of us are starting to find the environment to be idea rich after a long time. Finally, the valuations are compelling, the companies we have researched are cheap, the war chest is ready to crack open, ready to be used. During such times, there...

Too Much Debt

Debt-based economies are unstable. Economies with a lot of short-term debt are more unstable. The Fed is like Johnny One-Note, or Fat Freddie with a hammer. They only know one tool, and it will solve all problems. Q4 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay Are there problems from...

We Are Facing a Depression, Not a Recession

We are already seeing large increases in request for unemployment insurance. It is going to explode. Let’s look at this data from Homebase. Q4 2019 hedge fund letters, conferences and more A stunning 39% drop in the number of hourly employees going to work in the U.S. just in the 10...

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