Money and Finance
This looks like a great event if you're in NYC on November 11th: Berkshire Hathaway 50th Anniversary Symposium [H/T @CunninghamProf] (LINK)
Creating an ideal environment for optimal investment decision making (LINK)
THE NOT TO DO LIST (LINK)
Bernstein: Investors Need to Completely Rethink the Way They Value Media Companies (LINK)
No End in Sight for Oil Glut (LINK)
- Jim Chanos On Cnbc
Links to videos: Chanos: HP probably a secular short Chanos: Cloud long, coy on cloud short Meredith Whitney's hedge fund adventure James Chanos: Bad news for global coal ...
- Jim Chanos On Cnbc
Links to videos: Chanos: China Growing Bigger Credit Bubble Chanos: We Are Short Hewlett-Packard & Dell Chanos' Natural Gas Play on Drillers & Leases Chanos: 'The Jury is Out on Herbalife' ...
- Jim Chanos Saw Autonomy's Problems...
While alleged fraud at Autonomy may have been a surprise to Hewlett-Packard, its auditors, its bankers and its executives, it wasn’t to short-seller Jim Chanos. Chanos told me this morning that in early 2011, months before the HP-Autonomy deal, Autonomy...
- Jim Chanos On Cnbc
Link to videos: Why Chanos Is Short China Chanos Covers Shorts on Health Care Chanos: Banking on Financials Is HFT Just a Better 'Mouse Trap' or Unfair? Chanos Still Waiting to Go Long Europe ...
- China 2012: The Year Of The Bull (rogers) Or The Bear (chanos)? - By Janet Tavakoli
When I think of a China bull and a China bear, I think of the legendary dueling Jims: Jim Rogers and Jim Chanos. In response to investors bearish on China, Jim Rogers famously said: “I find it interesting that people who couldn’t spell China 10 years...
Money and Finance
Links
This looks like a great event if you're in NYC on November 11th: Berkshire Hathaway 50th Anniversary Symposium [H/T @CunninghamProf] (LINK)
Creating an ideal environment for optimal investment decision making (LINK)
THE NOT TO DO LIST (LINK)
Bernstein: Investors Need to Completely Rethink the Way They Value Media Companies (LINK)
No End in Sight for Oil Glut (LINK)
When oil prices started to edge down a year ago, most energy mavens thought the drop would be small and short-lived.
Instead, the price of crude has plunged by almost 60% from its 2014 peak—and suddenly looks likely to stay low for months and maybe years to come. The reason: In the global battle for market share, nobody has backed down. Nobody has even blinked. Not Saudi Arabia, not the U.S., and not even troubled producers from Russia to Iraq. Everyone who can seems locked into pumping as much oil as possible.
Aswath Damodaran - Beijing Blunders: Bull in a China Shop! (LINK)
Jim Chanos on CNBC -- Links to videos:
Book of the day: A Short History of Financial Euphoria
Jim Chanos on CNBC -- Links to videos:
Legendary short seller: China worse than you think
Chanos: Today's emerging markets not quite like '97
Chanos short SolarCity
Chanos remains short Hewlett-PackardAnt knows how to self-medicate to fight off fungal infection [H/T @SciencePorn] (LINK)
Book of the day: A Short History of Financial Euphoria
- Jim Chanos On Cnbc
Links to videos: Chanos: HP probably a secular short Chanos: Cloud long, coy on cloud short Meredith Whitney's hedge fund adventure James Chanos: Bad news for global coal ...
- Jim Chanos On Cnbc
Links to videos: Chanos: China Growing Bigger Credit Bubble Chanos: We Are Short Hewlett-Packard & Dell Chanos' Natural Gas Play on Drillers & Leases Chanos: 'The Jury is Out on Herbalife' ...
- Jim Chanos Saw Autonomy's Problems...
While alleged fraud at Autonomy may have been a surprise to Hewlett-Packard, its auditors, its bankers and its executives, it wasn’t to short-seller Jim Chanos. Chanos told me this morning that in early 2011, months before the HP-Autonomy deal, Autonomy...
- Jim Chanos On Cnbc
Link to videos: Why Chanos Is Short China Chanos Covers Shorts on Health Care Chanos: Banking on Financials Is HFT Just a Better 'Mouse Trap' or Unfair? Chanos Still Waiting to Go Long Europe ...
- China 2012: The Year Of The Bull (rogers) Or The Bear (chanos)? - By Janet Tavakoli
When I think of a China bull and a China bear, I think of the legendary dueling Jims: Jim Rogers and Jim Chanos. In response to investors bearish on China, Jim Rogers famously said: “I find it interesting that people who couldn’t spell China 10 years...