Business

One of my favorite investing books of all time is Buffettology, by Mary Buffett and David Clark. In the book, the authors do an excellent job of explaining Warren Buffett’s quality investing style, and how he implemented his strategy for successful investing. They delve into both the qualitative and quantitative aspects of Buffett’s techniques when […]

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Whitney Tilson’s email to investors discussing Jack Ma suspected to be missing; 2020 in 12 stunning charts; Enrique Abeyta‘s bullish outlook; great news quiz of 2020. Q3 2020 hedge fund letters, conferences and more Jack Ma Suspected To Be Missing 1) Wow, what a reminder about the type of government we’re dealing with in China… […]

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Commenting on Tesla’s vehicle sales goal and today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more 2021 Kicks Off With A Sharp Risk-Off Shift The major indices are all trading significantly lower at midday as the year kicked off with a sharp risk-off shift on Wall Street, design […]

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A pair of software engineers at Google announced that they will set up a union, open to all Alphabet workers. In an opinion piece for The New York Times, they wrote that “this is not the company we want to work for.” Q3 2020 hedge fund letters, conferences and more Google engineers start a union […]

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2020 is coming to an end, so what will be our worries in 2021 and beyond? I think we will worry about inflation a lot – nobody cares now as the focus is on vaccines and covid, but the money is being printed. We are already seeing asset price inflation and consumer price deflation, which […]

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ValueWalk’s Raul Panganiban interviews George Mussalli, Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. In this part, George discusses how he quantifies for intangible assets, opportunities in acquiring beneficial alternative datasets, and his thoughts on ESG funds following a best in class approach. The following is a computer generated transcript and […]

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Whitney Tilson’s email to investors discussing Charlie Munger interview and birthday. Q3 2020 hedge fund letters, conferences and more Munger Interview And Birthday I’m a huge fan of investing legend and Berkshire Hathaway (BRK-B) Vice Chairman Charlie Munger and was a contributor to the definitive book about him, Poor Charlie’s Almanack: The Wit and Wisdom […]

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“Worldwide M&A activity totals US$3.6 trillion during YTD 2020, down 5% compared to the same period last year and nearly erasing the 41% YoY decline at the half year mark.  The YTD M&A tally marks the lowest YTD period for deal making since 2017 (US$3.2 trillion).  By number of deals, worldwide deal making has fallen […]

The post Record Second Half M&A Surpasses US$2 Trillion, Up 88% From H1 appeared first on ValueWalk.