Money and Finance
- Links
How a 25-Year-Old Sparked Plunge at Lumber Liquidators (LINK) Horizon Kinetics' March Commentary (LINK) Absolute Return Letter - March 2015: Tigers in Africa (LINK) A Warning From Buffett About Banks [H/T Linc] (LINK) The $62bn secret of Warren Buffett’s...
- 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...
- Horizon Kinetics: Q2 2013 Commentary
Link to: Horizon Kinetics: Q2 2013 Commentary ...
- Horizon Kinetics: Q1 2013 Commentary
Link to: Horizon Kinetics: Q1 2013 Commentary ...
- Horizon Kinetics February 2013 Market Commentary
This month we continue our series on Predictive Attributes by discussing companies that fall under the rubric of “Bits & Pieces.” Bits & Pieces, which we actually research on a formal basis and for which we publish a monthly review, refers...
Money and Finance
Horizon Kinetics March 2013 Market Commentary
Continuing our series on predictive attributes for outperformance, this month we discuss scalability. Scalability refers to the potential for a company to increase its operations (and revenues) substantially, without incurring substantial marginal costs or requiring significant capital expenditures to support the revenue expansion.
- Links
How a 25-Year-Old Sparked Plunge at Lumber Liquidators (LINK) Horizon Kinetics' March Commentary (LINK) Absolute Return Letter - March 2015: Tigers in Africa (LINK) A Warning From Buffett About Banks [H/T Linc] (LINK) The $62bn secret of Warren Buffett’s...
- 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...
- Horizon Kinetics: Q2 2013 Commentary
Link to: Horizon Kinetics: Q2 2013 Commentary ...
- Horizon Kinetics: Q1 2013 Commentary
Link to: Horizon Kinetics: Q1 2013 Commentary ...
- Horizon Kinetics February 2013 Market Commentary
This month we continue our series on Predictive Attributes by discussing companies that fall under the rubric of “Bits & Pieces.” Bits & Pieces, which we actually research on a formal basis and for which we publish a monthly review, refers...