Visualizing The World’s 100 Most Valuable Brands In 2019

Think of your favorite brand. If it’s a Big Tech company, like Apple or Microsoft, it may be worth something! That’s the takeaway from Forbes magazine’s latest list of the world’s 100 most valuable brands. For this annual report, Forbes estimated the contribution of each company’s earnings from its [...]

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Remember Bitcoin?

We’ll forgive you if you’ve deleted those files from your brain, but Bitcoin is slowly creeping back into the collective investing consciousness of late. Why? Well, more than doubling from $3,500 to $7,000 in starts to put you back in the conversation. Q1 hedge fund letters, conference, scoops etc 2019 Returns... Bitcoin [...]

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Jeff Bezos Explains Why Amazon Makes No Profit

In this 9 minutes video, Jeff Bezos is brilliant in his response to the question “Why Amazon Makes No Profit ?” In the video JBezos explains his business(es), shares great insights, and throws in a couple in Buffett and Graham quotes. Q1 hedge fund letters, conference, scoops etc Image source: YouTube [...]

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How Buffett Manages Risk

Investing involves risk. Q1 hedge fund letters, conference, scoops etc Image used with permission from Investment Masters Class No surprise there and virtually every investor will agree. When there’s the chance of losing your capital, and by that I mean permanent loss of capital, then it’s something to be concerned about. You’re [...]

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4 Takeaways From The Latest Report On Social Security’s Solvency

The Social Security trustees issued their annual report on the program’s financial condition earlier this year, along with their companion report on Medicare. As in previous years, these reports contain sobering news that lawmakers and the public need to know. Q1 hedge fund letters, conference, scoops etc The trustees who authored [...]

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Buffett Would Buy This Specialty Retailer?

Its an extreme value opportunity in this overpriced market. Buffet along with most institutions cant. The barriers to entry for institutional investors help create this unique opportunity. Q1 hedge fund letters, conference, scoops etc Tandy Leather Factory (TLF) is an illiquid (286 shareholders) micro-cap. A specialty physical store retailer in the [...]

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BMC Stock Holdings: Is It A Value Buy? Stock Analysis

Improving operating cash flows Company looking to increase market position through acquisitions Attractive valuations Q1 hedge fund letters, conference, scoops etc BMC Stock Holdings Inc. (NASDAQ:BMCH) stock has given a year-to-date return of 31%. Investors have been positive on the company after BMC Stock Holdings beat analyst’s earnings estimates in the last four [...]

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Are Investment “Geniuses” Just Plain Lucky?

A 2006 Fortune magazine article described Bill Miller as “one of the greatest investors of our time.” Q1 hedge fund letters, conference, scoops etc BarbaraALane / Pixabay At the time, the US$20 billion mutual fund that Miller managed had outperformed the S&P 500 for 15 straight years, a feat never before accomplished. If there [...]

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How To Become The 1% (It’s Easier Than You Think)

This summer, thousands of moms and dads will load their children onto buses and hug them goodbye as they head off to camp to pursue their childhood dreams. Many of these kids will devote their time to practicing their curveballs and base stealing on the diamond. Undoubtedly, all of [...]

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Please Don’t Buy The Dip In Nvidia Or Other Chip Stocks

What do an iPhone and Nike sneakers have in common? Q1 hedge fund letters, conference, scoops etc Both are made by iconic American companies. Both are also made in China. American goods used to be made in America. Then cheap labor transformed China into the “world’s factory.” Today we get 80% of our air conditioners, 70% of [...]

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The Main Indicator That Impacts Early Fed Cut

UPFINA's Mission: The pursuit of truth in finance and economics to form an unbiased view of current events in order to understand human action, its causes and effects. Read about our mission here. Q1 hedge fund letters, conference, scoops etc skeeze / Pixabay As discussed in the article on the May PPI [...]

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Gold And The Hedge Against Government

Martin writes in his blog Q1 hedge fund letters, conference, scoops etc The only time gold has rallied significantly is when the CONFIDENCE in government declines. That was the case during the post-1976 era for people saw inflation as running away. That was because of OPEC creating STAGFLATION meaning it was [...]

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Martin Feldstein, R.I.P.

I learned late last night that my boss for two years at the Council of Economic Advisers, Marty Feldstein, died yesterday. He was only 79. Q1 hedge fund letters, conference, scoops etc Image source: Bloomberg/YouTube Video Screenshot Marty, who was probably the world’s foremost health economist in the 1960s, took a risk [...]

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More Than A Whisper

The past few weeks have seen the whisper of a near-term recession grow into something arguably much louder than a whisper. The U.S. 10-year bond yield has been declining for much of the past year from over 3.0% to 2.06% as of Friday morning (June 7) after a soft [...]

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