Jacob Wolinsky
This quarter buybacks have beaten all records, with an estimated 300 billion of buybacks, 100 billion more than last year´s record
William Bernstein On How Market Bubbles Are Akin To Fanatic Religious Cults
Interview With Charles Lemonides Founder Of ValueWorks Talks Valuation Process, Shorting, Risk Management And More
Benjamin Graham's Accountant
Hedge Funds Up 0.86% In A Calm Month, Ahead Of Growth Forecast Cuts
Jeffrey Gundlach: Highway To Hell
Jonathan Boyar On Using Mario Gabelli’s PMV And Beyond To Fine-Tune Valuation Process
(Free) Jim Simons Speech At MIT And An Open Question To Our Audience How The Heck No One Has Figured Out How They Do It
Global Allocation Fund February 2019 Commentary – “Macroeconomic data are indicating an imminent recession” As “activity data in China keeps heading south”
Quarterly Issue
Private Equity Style Investing In Small Caps With Verdad Capital
Interview with George Muzea Advisor To Stanley Druckenmiller And Insider Trading Expert
Quantitative Investing With Verdad Capital’s Dan Rasmussen, Nick Schmitz And Brian Chingono Talk Private Equity Style Investing In Small Caps [Full Podcast And transcript
Global Quality Edge Fund: Business Cycle View And Tail Risk Strategy
DoubleLine Colony Real Estate And Income Fund Launch
Horos Asset Management 3Q18 Commentary: Value Stocks In Spain
Keith Rosenbloom Short Michael’s Stores (MIK) – 2018 Kase Learning Shorting Conference
Ray Dalio: Populism + Weakening Economy + Limited Central Bank Power To Ease + Elections = Risky Markets And Risky Economies
Kerrisdale Short Qualcomm: Ignoring The Legal Risk Is Patently Ridiculous

