Consuelo Mack Interview With Cliff Asness, And Sunday Link-Fest
Sunday Link-Fest Books I am currently reading- Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets, Creative Cash Flow Reporting: Uncovering Sustainable Financial Performance,...
View ArticleSlovenia Needs €11 billion, But Wont Require Bailout: Citi
Slovenia will have to shoulder the costs of supporting their banks, which may be higher than the government has envisaged, but in a new report Citi states they do not expect Slovenia to join the club...
View ArticleGREED And FEAR: Bubble not in EM its Domestic
GREED and fear is out with their latest report today title ‘Greed and Fear (In love with lukewarm)’. Every week we bring you the popular newsletter from CLSA analyst Chris Wood. Readers can check out...
View Article10 Super-Fast Growth Stocks Examined [ANALYSIS]
It seems like I’ve been writing only about dividend growth stocks for what seems like forever. Therefore, I felt it would be a refreshing change to alter my focus from dividend income to pure...
View ArticleJapanese Equities After The Plunge Now Cheap Says Citi
Japanese equities plummeted on May 23, with the rate of decline reaching 6.9% (Figure 1). The causes of the plunge are not absolutely certain, but Citi thinks that many investors sensed an opportunity...
View ArticleTesla Motors Inc (TSLA) CEO Hints Entry Level Rival To Nissan Leaf
Elon Musk, CEO of Tesla Motors Inc (NASDAQ:TSLA) has given a hint that the automobile company could soon launch a low priced entry level model. The launch might take up to three or four years. See:...
View ArticleCiti Expects Apple Inc. (AAPL) Drop to $430 In A Saturated Market
Citigroup Inc. (NYSE:C) in its current research report assigns a target price of $430 for Apple Inc. (NASDAQ:AAPL) amid customers’ increased interest in the low-end iPhone4. Glen Yeung and team at...
View ArticleFOR SALE: Newsweek
Newsweek CEO Baba Shetty and editor in chief Tina Brown have sent out an internal memo to their staff they have decided to sell Newsweek so that they can focus entirely on the companion brand, The...
View ArticlePershing Square to Sell Stake in Canadian Pacific: Analysts React
Pershing Square has announced its intent to sell seven million shares or 29 percent of its stake in Canadian Pacific Railway Limited (NYSE:CP) (TSE:CP) over the next six to twelve months. The activist...
View ArticleCorporate Governance Metrics: How to Determine Management Quality
When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact- Warren Buffett. Clearly, corporate...
View ArticleWe Are in Third Period Of A Loosening Of Bank Underwriting Standards: Goldman
Via Goldman Sachs: We are in the third period of a loosening of bank underwriting standards in the past two decades. The outcomes of the first (1993-1998) and second (2004-2007) were materially...
View ArticleIntel Corporation (INTC): Goldman Believe Street EPS Is Too High
Intel Corporation (NASDAQ:INTC)’s price target has been raised by Jefferies in a recent report, from $24 to $27, expecting a potential upside in the second half of the year. The report was based on...
View ArticleJ.C. Penney One Step at a Time: Giant Steps Likely to Come
Bernard Sosnick of Gilford Securities is out with a new report on J.C. Penney Company, Inc. (NYSE:JCP). In the report titled ‘J.C. Penney One Step at a Time: Giant Steps Likely to Come’. Sosnick...
View ArticleCanyon Partners on Where They Are Finding Value in Debt [VIDEO]
Joshua Friedman, Canyon Partners co-founder & co-CEO, discusses the risks of investing in fixed income products, and reveals where he is finding opportunities in the credit markets. 'Get...
View ArticleResearch Process: How to Analyze a Junior Gold Miner
Part 1: http://wp.me/p2OaYY-22A Part 2: http://wp.me/p2OaYY-22T Your research is part of your investment process: search research risk you Pretium Resources Inc (NYSE:PVG) We will take a look at a...
View ArticleNassim Taleb on the Importance of Having Skin in the Game
Nassim Taleb author of The Black Swan, Fooled By Randomness and Antifragile: Things That Gain from Disorder The chances of informed action and prediction can be seriously increased if we better...
View ArticleJoel Greenblatt Class 9: Lengthy Q&A Session
Joel Greenblatt Columbia Class notes on special situations, this is part III. Please see part I and part II and part III and part IV and part V the disclaimer there (also massive archive of videos and...
View ArticleJoel Greenblatt Case Study on See’s Candies
Joel Greenblatt Columbia Class notes on special situations. Please see part I, part II, part III, part IV, part V and Part VI the disclaimer there (also massive archive of videos and text here)....
View ArticleJoel Greenblatt Lengthy Q&A with Columbia Students
Joel Greenblatt Columbia Class notes on special situations. Please see part I, part II, part III, part IV, part V , Part VI, Part VII and the disclaimer there (also massive archive of videos and text...
View ArticleJoel Greenblatt: Final Exam, Kelly’s Formula, Options Vs Stocks
Joel Greenblatt Columbia Class notes on special situations. Please see part I, part II, part III, part IV, part V , Part VI, Part IX and Part IX the disclaimer there (also massive archive of videos...
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