Interviews with legendary investors Warren Buffett, John Templeton and Robert Wilson. In the interviews, the gentleman explain their investment principles and how they view the stock market. They also discuss what makes them different and why they can beat the market.
Shareholder Activism North America 1H 2016 by ActivistMonitor Activistmonitor, a Mergermarket Group comprehensive shareholder activist platform that covers shareholder activist data and intelligence, including 13F filing analysis, has released its... Read More
What You’ll Learn Under Armour needs to improve performance and it has to be reflected in the financials first. Issues with inventory management. Quality factors are on the low... Read More
John Malone Sits Down With Greg Moody. The media guru discussed the future of media among other topics in this interview. The video with Malone can be found below. John... Read More
BPVN Strategic Investment's annual report for 2014. The BPVN –VIS Luxemburg Sicav is managed according to the value investment philosophy through mutual funds. The Sicav is mainly focused on European... Read More
When looking at 2018 modeling, NatWest Markets sees a lot of the old mixed in with a bit of new. But there are values to be had. Looking at... Read More
NIRP is both possible under U.S. law and achievable by the FRB through various transmission options, including paying a negative rate of interest on excess reserves. Problematic though this... Read More
Value investing Congress Live Coverage brought to you by ValueWalk. The 8th annual Value Investing Congress kicks off on Monday May 6th and continues through Tuesday May 7th. Many terrific investors... Read More
Crescat Capital commentary for the month ended January 31, 2017. 2016 Hedge Fund Letters Global Fiat Debasement was our best performing macro theme for the month across all three Crescat products... Read More
Unlike some attractive investments, gold tends to shine the brightest during times of market turmoil. Our macro view places us in the late stage of the market cycle and... Read More
Global Allocation FI is the best Spanish fund in the last 10 years (source: Morningstar). Q3/Q4 2016 Hedge Fund Letters Global Allocation Fund commentary for the month ended September 30, 2016. September... Read More
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