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When Cash Is Devalued, Where Should Investors Look For Salvation?
When Cash Is Devalued, Where Should Investors Look For Salvation?

With a difficult 2020 receding into the past, investors are left to wonder what lies ahead for them, the economy, and their portfolios in 2021.

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What Impact Does Airbnb Have on Local Housing Prices and Rents?
What Impact Does Airbnb Have on Local Housing Prices and Rents?

New study finds that in the right location, housing prices and rents go up

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These Are The Ten Biggest IPOs Of 2020
These Are The Ten Biggest IPOs Of 2020

The number of companies filing for IPO (Initial Public Offerings) in a year is a good indicator of a country’s financial health. If the market is going good, then companies planning for IPO are

Super Bowl LV: Stock Market Stats From S&P Global Market Intelligence
Super Bowl LV: Stock Market Stats From S&P Global Market Intelligence

Every year during the Super Bowl, S&P Global Market Intelligence uses the S&P Capital IQ database to for a light-hearted look at Super Bowl history, winners and losers and stock market returns.

[so

Excluding sunsetting emission credit sales Tesla still loses money, as it has every year in its 17-year existence
Excluding sunsetting emission credit sales Tesla still loses money, as it has every year in its 17-year existence

Stanphyl Capital commentary for the month of January 2021, discussing Tesla’s European sales declining due to new competition.

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Tesla CEO Elon Musk Officially Backs Bitcoin:
Tesla CEO Elon Musk Officially Backs Bitcoin

Tesla CEO Elon Musk says he’s “late to the party” on bitcoin, but he’s a supporter now. He said in a Sunday interview on the Clubhouse social app that he believes the cryptocurrency is “on the

How Will Silver’s (SLV) Recent Spike End?Photo, wide shot, wide-angle lens,  Gold mine, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/94faf2bd-99c1-4ea6-b55d-fdcab23c3865.png
How Will Silver’s (SLV) Recent Spike End?

When Joe Public buys shares during a wave of euphoria, they do it close to a market top or before the beginning of a decline. Looking at you, SLV!

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Ecommerce growth tips to leverage in 2021
Ecommerce growth tips to leverage in 2021

As the ecommerce sector is overwhelmed with the task of fixing core web vitals in time for the next major update from Google, let’s not forget how important it is to keep up to speed with other

Top Economics Books Assigned To Ivy League Students
Top Economics Books Assigned To Ivy League Students

What books are shaping the minds of our future business leaders and policymakers? DegreeQuery decided to find out.

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Has the “Stock Market Bubble” Started to Pop?
Has the “Stock Market Bubble” Started to Pop?

After what happened last week with beaten-down stocks such as GameStop (GME) and AMC (AMC), there are indeed signs of a bubble forming in the market. While these stocks don’t necessarily reflect

GameStop, Microsoft, And FAAMG EarningsPhoto, wide shot, wide-angle lens,  Semiconductor company, sunset photo at golden hour, photo by Art Wolfe: https://img.midjourneyapi.xyz/temp/92ce44e9-64c7-4458-9a95-b706ed510490.png
GameStop, Microsoft, And FAAMG Earnings

Earnings are coming out – and stocks like Mircosoft, with its gaming and cloud markets soaring, may be worth watching again, according to Colleen MacPherson, CFA, Portfolio Manager and Director of

Coronavirus stimulus checks: GOP senators offer a $600B counter proposal to Biden
Coronavirus stimulus checks: GOP senators offer a $600B counter proposal to Biden

The Biden administration is working on getting support for the $1.9 trillion stimulus package, which includes $1,400 stimulus checks. This plan was expected to face opposition from Republicans, who

Bank of America Reclaims Title of Most Valuable US Banking Brand for First Time in 10 YearsPhoto, wide shot, wide-angle lens,  Bank, sunset photo at golden hour, photo by Art Wolfe: https://img.theapi.app/temp/3aa597ca-f944-4a9b-bf8d-3071f3b5a5c9.png
Bank of America Reclaims Title of Most Valuable US Banking Brand for First Time in 10 Years

Brand Value of World’s Largest Banks Contracts for Second Year Running but Reputation Redemption Could Signal Road to Recovery in Pandemic Aftermath

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First GameStop, now silver: Reddit users continue to push prices higherPhoto, wide shot, wide-angle lens,  Gold mine, Midday, harsh overhead sunlight, directional sunlightt, photo by Thomas Heaton: https://img.midjourneyapi.xyz/temp/94faf2bd-99c1-4ea6-b55d-fdcab23c3865.png
First GameStop, now silver: Reddit users continue to push prices higher

Reddit users are targeting more than GameStop, AMC and certain other stocks; they’ve added silver to their campaign. Silver futures jumped by as much as 13% this morning, reaching their highest

Warren Buffett And Charlie Munger On Short Selling
Warren Buffett And Charlie Munger On Short Selling

In order to become a successful investor, you need to survive first.

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MDCA Partners January 2020 Memo: Merger With Stagwell [Valuation Analysis]
MDCA Partners January 2020 Memo: Merger With Stagwell [Valuation Analysis]

MDCA Partners Inc (NASDAQ:MDCA) memo for the month of January 2020, discussing MDCA’s proposed merger with The Stagwell Group LLC.

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The Essence Of Value Investing And Why Many Struggle
The Essence Of Value Investing And Why Many Struggle

If you’re struggling to understand the world right now, this is the one thing you must read.

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Valuation Risk: Tesla in 2021 vs. Cisco in 2000 – Distillate Capital
Valuation Risk: Tesla in 2021 vs. Cisco in 2000 – Distillate Capital

A successful investment process should seek to systematically take advantage of favorable risk/reward asymmetries over time.  The value of that process should be revealed not by the performance of

The More We Talk About Market Timing, the Better We Will Get At Doing It
The More We Talk About Market Timing, the Better We Will Get At Doing It

Market Timing.

I am for it.

But what is “it”?

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The Mental Model of Dividend Growth Investing
The Mental Model of Dividend Growth Investing

Charlie Munger is the famous partner of Warren Buffett at Berkshire Hathaway. Since Charlie and Warren met in 1959, they have been inseparable in sharing wisdom. The friendship helped built the

Einhorn: Tesla Short Was Biggest Loser Of Year [2020 Letter]
Einhorn: Tesla Short Was Biggest Loser Of Year [2020 Letter]

David Einhorn’s 2020 letter to investors

The Greenlight Capital funds (the “Partnerships”) returned 5.2%1 in 2020 compared to 18.4% for the S&P 500 index. Since its inception in May 1996, Greenlight

Evermore Global Advisor: Opportunity In Europe
Evermore Global Advisor: Opportunity In Europe

Evermore Global Advisor commentary for the month of October 2020, discussing the EU recovery plan.

Q4 2020 hedge fund letters, conferences and more

Opportunity Highlights

  1. We believe the European
Rowan Street Up 65% In 2020; On Value Investing In The 21st Century
Rowan Street Up 65% In 2020; On Value Investing In The 21st Century

Rowan Street Capital commentary for the year ended December 30, 2020, discussing their value investing approach to the 21st century.

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Was Buy-and-Hold Just a Money-Making Scheme Going Back to the First Day?
Was Buy-and-Hold Just a Money-Making Scheme Going Back to the First Day?

There’s a temptation to believe that Buy-and-Hold was just a money making scheme from the start.

Get The Full Ray Dalio Series in PDF

Get the entire 10-part series on Ray Dalio in PDF. Save

Shree Viswanathan: SVN Capital’s Investment Approach – HVS 4Q20
Shree Viswanathan: SVN Capital’s Investment Approach – HVS 4Q20

Hidden Value Stocks issue for the fourth quarter ended December 31, 2020, featuring interviews an interview with Shreekkanth “Shree” Viswanathan, CFA, CPA, the President and Portfolio Manager of