Money and Finance
Link to: Horizon Kinetics: Q2 2014 Commentary
- Links
Charlie Rose interviews Tim Cook (LINK) How lunch with Warren Buffett changed Guy Spier's life (LINK) Related book: The Education of a Value InvestorHorizon Kinetics: September 2014 Commentary (LINK) Audit Interview: Carol J. Loomis [H/T The Big...
- Horizon Kinetics: Q2 2013 Commentary
Link to: Horizon Kinetics: Q2 2013 Commentary ...
- Horizon Kinetics May 2013 Market Commentary
Regular readers are familiar by now with Horizon Kinetics’ focus on qualitative attributes that may be predictive of outperformance. Consistent with the Firm’s long-term value investing philosophy, identification of these traits has been central to...
- Horizon Kinetics: Q4 2012 Commentary
Link to: Horizon Kinetics: Q4 2012 Commentary ...
- Etfs....
“Since the liquidity and daily trading volume of some of the largest ETFs now exceed the liquidity of the stocks that comprise the index, this phenomenon has reached a critical point: indexes, which are meant to measure the performance of, and provide...
Money and Finance
Horizon Kinetics: Q2 2014 Commentary
Link to: Horizon Kinetics: Q2 2014 Commentary
Understanding the basic presumptions of asset allocation can hardly be more critical, since we all invest based on these foundational assumptions. This quarter, we examine the historical returns from investing in private equity, revisit the topic of slowing revenue expansion at the largest companies, identify some common attributes of companies that do not appear to be suffering from a lack of growth opportunities, and discuss the potential diversification and inflation hedge benefits of land.
- Links
Charlie Rose interviews Tim Cook (LINK) How lunch with Warren Buffett changed Guy Spier's life (LINK) Related book: The Education of a Value InvestorHorizon Kinetics: September 2014 Commentary (LINK) Audit Interview: Carol J. Loomis [H/T The Big...
- Horizon Kinetics: Q2 2013 Commentary
Link to: Horizon Kinetics: Q2 2013 Commentary ...
- Horizon Kinetics May 2013 Market Commentary
Regular readers are familiar by now with Horizon Kinetics’ focus on qualitative attributes that may be predictive of outperformance. Consistent with the Firm’s long-term value investing philosophy, identification of these traits has been central to...
- Horizon Kinetics: Q4 2012 Commentary
Link to: Horizon Kinetics: Q4 2012 Commentary ...
- Etfs....
“Since the liquidity and daily trading volume of some of the largest ETFs now exceed the liquidity of the stocks that comprise the index, this phenomenon has reached a critical point: indexes, which are meant to measure the performance of, and provide...