Business

Excerpt from Graham & Doddsville newsletter for the month of October 2020, featuring an interview with Oakmark’s Bill Nygren, who shares his approach to value investing. Read all about it – the fall 2020 issue of Graham & Doddsville, published by the Columbia Student Investment Management Association (CSIMA) in partnership with the Heilbrunn Center for […]

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Analyst Dick Bove of Odeon Capital has long been arguing against buying the common shares of Fannie Mae and Freddie Mac, but his latest argument in favor of housing reform could offer reasons to buy those common shares. He believes Fannie Mae and Freddie Mac will be strengthened next year because of the need to […]

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Tollymore Investment Partners commentary for the third quarter ended September 2020, disucssing their ownership of Trupanion Inc (NASDAQ:TRUP). Q3 2020 hedge fund letters, conferences and more Dear partners, Tollymore generated returns of +39% in the first nine months of 2020, net of all fees and expenses. Investment results since inception are shown below1: Can we […]

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FPA Crescent Fund commentary for the third quarter ended September 2020, discussing that more than half of the stocks in the ACWI and S&P have declined in value this year. Q3 2020 hedge fund letters, conferences and more H/T Dataroma Dear Shareholders: Overview The FPA Crescent Fund (“Fund” or “Crescent”) gained 3.80% for the third […]

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Boeing’s third-quarter earnings report was accompanied by a warning about more job cuts as fallout from the 737 MAX aircraft problems continues. The airplane maker and defense contractor reported lower-than-expected losses and higher-than-expected revenue during the quarter but the problems with its flagship airplane and the COVID-19 pandemic are proving to be too much. Q3 […]

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During his recent interview with Tobias, Joe Frankenfield, Portfolio Manager at Saga Partners, discussed Trade Desk Inc (NASDAQ:TTD) – Focusing Only On The “Buy Side” Of Online Advertising Demand. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Trade Desk Inc – Focusing Only On The “Buy Side” Of Online Advertising […]

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Commenting on the bearish post-earnings behavior of Microsoft and Mastercard, and today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more The major indices are all trading significantly lower at midday following another volatile and bearish morning session on Wall Street, with the deteriorating COVID picture weighing on global […]

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Bank Director, the leading information resource for the directors and officers of financial institutions, has released a new FinXTech Intelligence Report titled Mobile Banking: How Leading Banks Make Modern Apps That Drive Sales. Q3 2020 hedge fund letters, conferences and more The report unpacks mobile bank design: why an attractively designed experience will be critical […]

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In a famous editorial published in the Wall Street Journal, Warren Buffett and Jamie Dimon, the chairmen of Berkshire Hathaway and JP Morgan respectively, took the stock market to task for being too short-term oriented. The authors state that “This announcement today builds on the Commonsense Corporate Governance Principles that business leaders developed in 2016. […]

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