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Value Briefs
The Carry Factor And Global Risks
What are the odds that Musk actually has the financing in place? About the same odds of him escaping prison by fleeing to Mars…
The Euphoriameter Is Bullish And Other Important Charts From The Week That Was #ChartStorm
Thorny Returns For One Of The Last Short Biased Hedge funds In Q2 As Momentum Still Eating Shorts
China Thoughts And The Circle Of Competence
Value Briefs
The problem with nuclear energy is the same problem with airline travel
Value Briefs
Leading Independent Proxy Advisory Firm ISS Recommends Cigna Shareholders Vote “For” Acquisition Of Express Scripts
Aswath Damodaran – The Privatization Of Tesla: Stray Tweet Or Game Changing News?
Value Briefs
The Guy Who Manages Charlie Munger’s Money And Some China Stuff
Chart: Policy Uncertainty Surges In China
Value Briefs
Cigna Reiterates Continued Support For Proposed Merger With Express Scripts
Hedge Fund With 36% Annualized Returns Faces Rare Down Year
Warren Buffett’s Biggest Wins & Fails [INFOGRAPHIC]
Economy In Danger Of Overheating?
What Will Cause The Next Recession?
Chuck Akre’s 3 Legged Stool
Not Too Big, Not Too Small – This One is Just Right
Update On Owens & Minor Inc.: An Undervalued Speculation Or A Value Trap?
Value Briefs
