Business
EC Fees likely a tipoff to sumptuous CEO pay
High fees for executive-compensation (EC) consultants are likely a tipoff to sumptuous CEO pay, study finds; More disclosure can stymie abuses at the expense of shareholders Q1 2020 hedge fund letters, conferences and more With high CEO pay a decades-long source of agitation among observers of corporate management, it is no surprise that there has […]
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Read MoreZagar Inc. has the Precision, Speed and Repetition You Need
Wish you had machines that are not only fast, but also have the precision you need, every time?
Read MoreConsumers Will Determine When The Economy Reopens
The most recent Refinitiv / Ipsos reading on US consumer sentiment around the reopening of the economy suggests that the bulk of consumers are willing to attend entertainment activities, however, only when there is a proven coronavirus vaccine, even if that’s a year or more from now. Q1 2020 hedge fund letters, conferences and more […]
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Read MorePotential Fallout from COVID-19 In China
Long-Distance Migrant Workers and Potential Fallout from COVID-19 In China by Greg Presseau Of Perennial Capital Q1 2020 hedge fund letters, conferences and more Some developments in China that could become a bigger problem should the economy continue to stagnate. China’s long-distance migrant worker population has dropped 50mm to 122mm as workers return to […]
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Read MoreTop 10 most valuable pharma brands in the world
Not all pharma companies have a highly valuable brand. Here we take a look at the top ten most valuable pharma brands in the world.
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Read MoreLogos LP June 2020: The Beauty of Discomfort
Logos LP’s monthly commentary for the month of June 2020, titled, “The Beauty of Discomfort,” discussing their new stock idea Kingsoft Cloud Holdings Limited and the discomforts caused by the Coronavirus pandemic. Q1 2020 hedge fund letters, conferences and more Stocks rallied on Friday after an unexpected surge in U.S. jobs raised hope that the […]
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Read MoreWhy Everyone Deserves A Family Office
Picture this, the average HNW Client has five different Wealth Management Providers. (EY 2019) Each provider gives the client isolated advice based on the portion of wealth in their control. Q1 2020 hedge fund letters, conferences and more What does this mean? With no overlap, that client will never get to see a composite view […]
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Read MoreThese states have the most unfunded public pension liabilities
Unfunded public pension liabilities for states amount to $4.9 trillion or $15,080 per person in the U.S., according to the American Legislative Exchange Council (ALEC). The organization said in a report this week that the situation has improved somewhat, but the steep uphill climb continues. Q1 2020 hedge fund letters, conferences and more Improvements in […]
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Read MoreZoom Stock and the Big Market Delusion
In an article published in the Financial Analyst Journal, Aswath Damodaran and I describe and analyze what we call “The Big Market Delusion.” As we describe in that article, the peril of a big market, especially in its early stages, is that the entrepreneurs it attracts and the investors who provide funding are often so […]
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