Money and Finance
- Links
The book Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future was released today. Dan Ariely's latest book was also released today: Irrationally Yours: On Missing Socks, Pickup Lines, and Other Existential Puzzles James Montier: The...
- Kyle Bass: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. "What they're...
- The Einhorn Effect
Thanks to Andrew for passing this along. About 37 minutes into Herbalife Ltd.’s first-quarter conference call in May, the operator introduced hedge-fund manager David Einhorn. Listen to Mr. Einhorn’s back-and-forth with Herbalife president Des Walsh...
- Howard Marks Quote On The Difficulty Of Timing Market And Economic Events
From Oaktree Capital Group’s Q1 call: “If we have some inkling of what’s going to happen, we never know when.” ………………. Related previous post: The “I don’t know” school of investing Related link: The best quotes from Oaktree's...
- Fairholme Fund Conference Call
Fairholme Fund Conference Call Replay from November 25th.- ...
Money and Finance
FPA Crescent Fund Q3 Letter and Conference Call
Link to:
Q3 Commentary
Q3 Conference Call
Q3 Conference Call Slides
- Links
The book Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future was released today. Dan Ariely's latest book was also released today: Irrationally Yours: On Missing Socks, Pickup Lines, and Other Existential Puzzles James Montier: The...
- Kyle Bass: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. "What they're...
- The Einhorn Effect
Thanks to Andrew for passing this along. About 37 minutes into Herbalife Ltd.’s first-quarter conference call in May, the operator introduced hedge-fund manager David Einhorn. Listen to Mr. Einhorn’s back-and-forth with Herbalife president Des Walsh...
- Howard Marks Quote On The Difficulty Of Timing Market And Economic Events
From Oaktree Capital Group’s Q1 call: “If we have some inkling of what’s going to happen, we never know when.” ………………. Related previous post: The “I don’t know” school of investing Related link: The best quotes from Oaktree's...
- Fairholme Fund Conference Call
Fairholme Fund Conference Call Replay from November 25th.- ...