Snowmen and Shovels: Investing Lessons? | ||
| Jan 21st, 2012 | ||
| I live near New York and woke up this morning to our first snowstorm of the winter (we had a freak one in the fall but no snow in November and December).... | ||
Dual share structure: The Google model spreads | ||
| May 27th, 2011 | ||
| Google rewrote the book for initial public offerings in two ways. One is that they bypassed the traditional investment banking syndicate for an auction... | ||
Margin of Safety: An alternative risk assessment tool? | ||
| Apr 19th, 2011 | ||
| I have lost count of the number of times I have been taken to task for not mentioning "margin of safety" in my valuation and investment books. In general,... | ||
Breach of Trust: Bank Valuation after the banking crisis | ||
| Mar 31st, 2011 | ||
| Until the banking crisis of 2008, investors had made a Faustian bargain, when it came to valuing and investing in banks. Banks were opaque in their public... | ||
Herding behavior: Why, so what and what if? | ||
| Feb 4th, 2011 | ||
| A recent news story from the Wall Street Journal on hedge funds and their herding behavior provides a good starting point for this discussion. In summary,... | ||
How much cash is too much? Looking at Apple | ||
| Jan 19th, 2011 | ||
| In the midst of lots of news about Apple - Steve Jobs taking a leave of absence and a 78% surge in profits reported today - I saw this | ||
All assets are illiquid | ||
| Dec 23rd, 2010 | ||
| Much of financial theory is built on the premise that markets are liquid for the most part and that illiquidity, if it exists, occurs in pockets: it shows... | ||
How do you evaluate risk taking? | ||
| Nov 24th, 2010 | ||
| The General Motors (GM) IPO was the news of the week last week. The fact that GM has been able to go public and that the government may not only get its... | ||
The secret to investment success: Self Awareness? | ||
| Nov 17th, 2010 | ||
| I know that there are many who claim to have found the secret ingredient to investment success, though few actually deliver. However, I want to present... | ||
QE2 or the Titanic? The Fed's $600 billion injection | ||
| Nov 4th, 2010 | ||
| The big news of the moment (other than the election) is the Fed's decision to inject $600 billion into the economy, as a monetary stimulus to get the... | ||
Recent Headlines
Third Point continues to fight Yahoo for Board seats |
Top Mid-Sized Hedge Funds Bulk-Up, Oversee $55.3 Billion |
Eton Park Veteran Thierry Lucas founds Portland Hill Capital |
Top 100 Hedge Funds List Rebounds |
6,200 Wealthy Executives raise more than $5 billion |
Tony Chedraoui’s Tyrus Capital off to a good start in 2012 |
UCITS HFS Index with good start into 2012, up +1.54% in January |
Top Mid-Sized Hedge Funds hold their ground, Oversee $50 Billion |
Daniel Och optimistic about investment landscape in 2012 |
Fundspire Celebrates Growth in the Cloud in 2011 |
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