
So Apparently It’s Now David Einhorn and CSC..and Cliff Asness..Maybe a Few Others
Yes, I broke my “Don’t do Podcast” rule from the enlightened height of our own self-interest. And it’s a classic example of the world in

Yes, I broke my “Don’t do Podcast” rule from the enlightened height of our own self-interest. And it’s a classic example of the world in

We plucked this from a recent RFP we have seen for Smallcap Investing. First off, all hail the idea that someone is actually allocating money
The coast seems a little clear, Monster Truck Rain excepted. Since I dread writing this time of year from the standpoint of “predictions for any

Almost a year ago to date, financial markets had a mini freeze over some high profile examples of “liquidity issues” in the banking sector. Our

Last week the US Securities and Exchange Commission issued final rules for special purpose acquisition companies (Spacs). IN 2024! Final Rule Special Purpose Acquisition Companies,

Buffett was basically saying to Wall Street firms: “Even if you hire 100 brilliant Ph.D.s to run your models, no sensible estimate will emerge.” These

Full kudos on the young man who came up with this scheme. But if there ever was an idea that is ripe for abuse it

Statement Dissenting from Approval of Proposed Rule Changes to List and Trade Spot Bitcoin Exchange-Traded Products


It doesn’t matter whether company size is measured as assets, market value, sales, revenue, or number of employees — bigger firms pay more … way more.

The Verdad people do interesting work. That they tend to conclude with our internal bias towards toward small and value makes them even more fascinating.

”But what if you found out that key data underlying that breakthrough were actually wrong?” Academic research is fun-ish. A problem with making money from