What's old is new again
The persistent era of disruptive services has its counterpart in companies considered ripe for extinction. History, however, suggests one should not be quite...
The stage is set for an evolution in trading
The attack on short sold stocks in the past week has caused a frenzy of comments on the participation of so-called retail investors. Where this will end up is...
The stage is set for an evolution in trading
The attack on short sold stocks in the past week has caused a frenzy of comments on the participation of so-called retail investors. Where this will end up is...
The stage is set for an evolution in trading
The attack on short sold stocks in the past week has caused a frenzy of comments on the participation of so-called retail investors. Where this will end up is...
Bubbles everywhere and 'risk has vanished' says Klarman
In an imaginary world, being a hedge fund investor called Seth Klarman with a fund called Baupost would be fun, based purely on unusual names, but also on the...
Bubbles everywhere and 'risk has vanished' says Klarman
In an imaginary world, being a hedge fund investor called Seth Klarman with a fund called Baupost would be fun, based purely on unusual names, but also on the...
Private debt - the new growth sector
It is no longer hype to talk up the growth in private lending. While some metrics on its size are questionable, typically including nearly everything that is...
Attending to your shorts
For entertainment value, and sometimes returns, little can match an activist short seller. Infamous Muddy Waters is the best example. It claims 19% per annum...
Can equities still be rewarding in 2021?
In the final weeks of the year, there appear the inevitable reports on what eventuated in 2020, coupled with the near-universal view that 2021 is lining up as...
Can equities still be rewarding in 2021?
In the final weeks of the year, there appear the inevitable reports on what eventuated in 2020, coupled with the near-universal view that 2021 is lining up as...
Looking under the ETF bonnet
Machines and the Mind Around 70%-80% of equity market volume is driven by algorithmic trading. There are a host of actors in this process, from hedge funds,...
Can analyst reports be relied upon?
Way back when it was possible to have relatively open conversations with company management and receive mostly unscripted responses. Nowadays the access is...
Overvalued, undervalued or fair value?
Crystal balls and fortune cookies Is history an investment guide, the rhyme not repeat version? Those that offer advice on asset allocation rely heavily on...
Overvalued, undervalued or fair value?
Crystal balls and fortune cookies Is history an investment guide, the rhyme not repeat version? Those that offer advice on asset allocation rely heavily on...
Overvalued, undervalued or fair value?
Crystal balls and fortune cookies Is history an investment guide, the rhyme not repeat version? Those that offer advice on asset allocation rely heavily on...
Overvalued, undervalued or fair value?
Crystal balls and fortune cookies Is history an investment guide, the rhyme not repeat version? Those that offer advice on asset allocation rely heavily on...