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Notes – AlephBlog Digest #1 – David Merkel On Corporate Bonds (@alephblog,...
David Merkel, author of the AlephBlog, has an extensive background on Wall Street and is something of a value investor when it comes to his money management principles. There is a lot of good content...
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Geoff Gannon Digest #4 – A Compilation Of Ideas On Investing (@geoffgannon)
The “Geoff Gannon Digest” is a series of posts highlighting some of my favorite wit, wisdom and investment advice from value investor Geoff Gannon. Each post provides a link to the parent article with...
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Review – More Money Than God (#hedgefunds)
More Money Than God (buy on Amazon.com) by Sebastian Mallaby, published 2010 A “valueprax” review always serves two purposes: to inform the reader, and to remind the writer. A veritable pantheon of...
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Kleptocracy Via Inflation Is The Global Model, Not Just Chinese...
Australian hedge fund manager John Hempton is out with a new piece on his blog about “The Macroeconomics of Chinese kleptocracy“, the main takeaway of which is: But ultimately the Chinese establishment...
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The Quality Of Wall St Analysts Is Pretty Low ($NTDOY, #WallSt)
You get what you pay for, I guess? (IGN.com): [Wedbush Securities analyst Michael] Pachter was extremely skeptical about the chances of Wii U. “I don’t get it,” he said. “I think that essentially this...
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This Is How Analyst Earnings Calls Look To Me, Too (@JeffreyMatthews, #WallSt)
I’m glad to know I’m not crazy and Jeff Matthews has a similar experience to my own. This is hilarious and represents satire at its best, satire that is essentially just reality with the names changed:...
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Fees, Firepower & Funds: The Incentives Faced By Private Equity...
I know very little about the private equity world, mindset, incentive structure and investment strategy, but I am eager to understand it better. I found a recent post, “Too Much Is Never Enough” at the...
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Inside The Minds Of Wall St Analysts & Earnings Reports: Spotlight Nintendo...
This post is about Nintendo, specifically, and about the logic of the earnings season and Wall St analysts, generally. Let’s start in reverse order. The following is from Michael Pachter, a securities...
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Review – Professional Investor Rules (#investing, @harrimanhouse, #WallSt)
Professional Investor Rules: Top Investors Reveal The Secrets of Their Success (buy on Amazon.com) by various, introduction by Jonathan Davis, published 2013 A “valueprax” review always serves two...
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Book Blog – The Great Deformation – Part I, The Blackberry Panic Of 2008
Book Blogs are notes about books I’m reading, as I read them. They may or may not be followed up by wholesale reviews in traditional format. The Great Deformation, by David A. Stockman published 2013...
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