Ben Claremon Was LIVE
There aren’t that many times in an investor’s career when the environment changes so much in a few weeks. The following interview on the ValueWalk’s
Jeffrey Bronchick, CFA
March 31, 2020
There aren’t that many times in an investor’s career when the environment changes so much in a few weeks. The following interview on the ValueWalk’s
Call us crazy, but the thought occurred us in the last few weeks that there might be stocks that have gotten crushed in the last
Well…he has less competition. From the ViaSat files: SoftBank’s OneWeb Is Said to Mull Bankruptcy as Cash Dwindles (Reprinted from Bloomberg, by Eliza Ronalds-Hannon, Gillian
Klarman Sees Bargains, Baupost Seeks More Capital During Chaos (Reprinted from Bloomberg, Michael McDonald, 2020-03-19) Seth Klarman is bargain hunting. The value investor told clients
Dear CSC Partner: In this uncharted mess of circumstances in which we are presently all immersed, unless requested otherwise, we will try to keep our
BREAKING: We interrupt this regularly scheduled letter for a brief and likely useless take on “the virus.” The first issue is that when a
From the 2020 Berkshire Hathaway Annual Letter to Shareholders: Board of Directors In recent years, both the composition of corporate boards and their purpose
Our favorite new acronym (within an industry that has far too many) is “TINA”. TINA is not the name of a person or object. It
It’s nice to know we’re not alone…although it feels that way sometimes. Source: AYI Q1 2020 10-Q Looks like there were some other shareholders who
Negative Interest Rates and Assorted Fixed Income Weirdness One Claudio Borio, head of the monetary and economic department at the BIS, recently remarked of $14.8
Download Cove Street Capital’s January 2020 Strategy Letter Number 38: “Repetition Can Be a Form of Change.”