Markets & Macro
Umair Tariq
Markets & Macro
Largest Weekly Outflow Since June 11, 2008 – Led by Money Market Funds (-$97.5 Billion)
Bill Ackman: New SPARC Structure, Potential Deal With Elon Musk’s X
Estimating Future Stock Returns, March 2023 Update
Two-Thirds Of Hedge Funds Reported Positive Returns In April
Value Briefs
33% Returns With Hidden Value Stocks: Long Thesis For Sylvamo
Would Munger Have Done Equally Well In LA Real Estate?
Gold & Inflation: Why Are Gold Prices Not Rising with Mounting Inflation?
There Was No Housing Bubble in 2008 and There Isn’t One Now
30 Best Quotes from Warren Buffett
Single Family Home Real Estate with NRHC’s David Howard
The Calendar Portfolio
The Feel Good Portfolio with Intrepid Capital’s Mark Travis
On Fractional Shares
Trade finance fund managers outperformed major hedge fund strategies amidst COVID-19 pandemic
Learning From David Abrams
Finding Under The Radar Financial Stocks With Nate Tobik
Boyle Capital Delivers Letter to Leaf Group Board of Directors
Ian Cassel Talks Micro Cap Investing
