Money and Finance
- How Much Research And Analysis Are Sufficient?
From Seth Klarman, via Margin of Safety:How Much Research and Analysis Are Sufficient? Some investors insist on trying to obtain perfect knowledge about their impending investments, researching companies until they think they know everything there...
- Seth Klarman Quote
From Margin of Safety(Source):Some investors insist on trying to obtain perfect knowledge about their impending investments, researching companies until they think they know everything there is to know about them. They study the industry and the competition,...
- Chinese Slowdown Boosts Hendry’s Fund
A hedge fund designed to profit from a slowdown in the Chinese economy, run by the London hedge fund manager Hugh Hendry, has soared in value over the past two months as global markets have plummeted and industry peers have suffered damaging losses. Mr...
- David Einhorn Speech - "accounting Ingenuity"
Ira W. Sohn Investment Research Conference David Einhorn, Greenlight Capital, “Accounting Ingenuity” May 21, 2008-I appeared at this conference six years ago and joked that my wife, while trying to help me prepare my presentation of the Allied Capital...
- Whitney Tilson: Let The Herd Stampede First Before Making Your Move
Without doubt, timely and democratic access to financial and market information contributes to smoothly functioning financial markets. But it’s worth asking whether the ubiquity of such information today is a friend or foe of sound investment decision-making....
Money and Finance
Beijing Dims the Lights on Data for Investors
Beijing has curtailed access to information often used by investors and short sellers to evaluate Chinese companies, which could further cloud an often murky market for foreign investors.
A Chinese government agency that compiles extensive Chinese corporate records has begun to withhold information that includes financial reports, shareholder changes and assets transfers, according to lawyers, investors and research companies. The State Administration of Industry and Commerce declined to say whether it had moved to limit what it once made public, but the Beijing-branch of the agency said some lawyers in the past had abused the availability of data by selling it.
"Last year and the year before, getting SAIC financial documents was basic and easy and a very fundamental part of our research," said Dan David, vice president of GeoInvesting LLC, an investment fund. "Over the last six months they got progressively harder to access."
- How Much Research And Analysis Are Sufficient?
From Seth Klarman, via Margin of Safety:How Much Research and Analysis Are Sufficient? Some investors insist on trying to obtain perfect knowledge about their impending investments, researching companies until they think they know everything there...
- Seth Klarman Quote
From Margin of Safety(Source):Some investors insist on trying to obtain perfect knowledge about their impending investments, researching companies until they think they know everything there is to know about them. They study the industry and the competition,...
- Chinese Slowdown Boosts Hendry’s Fund
A hedge fund designed to profit from a slowdown in the Chinese economy, run by the London hedge fund manager Hugh Hendry, has soared in value over the past two months as global markets have plummeted and industry peers have suffered damaging losses. Mr...
- David Einhorn Speech - "accounting Ingenuity"
Ira W. Sohn Investment Research Conference David Einhorn, Greenlight Capital, “Accounting Ingenuity” May 21, 2008-I appeared at this conference six years ago and joked that my wife, while trying to help me prepare my presentation of the Allied Capital...
- Whitney Tilson: Let The Herd Stampede First Before Making Your Move
Without doubt, timely and democratic access to financial and market information contributes to smoothly functioning financial markets. But it’s worth asking whether the ubiquity of such information today is a friend or foe of sound investment decision-making....