Hermitage CEO Browder: Don't Invest in Russia Today
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Hermitage CEO Browder: Don't Invest in Russia Today
Bill Ackman: "One thing I believe is that the private equity, venture capital and real estate portfolios are mismarked"
Ackman on Harvard and Yale endowment's exposure to private equity and VC. One of the best clips I have seen
From his recent interview at University of Austin... See more
Boring_Businessx.com
Monroe Doctrine revival, emerging U.S. imperial posture in the Western Hemisphere, and implications for global markets and economy
TRANSCRIPT
The idea back then in the 1800s was to kind of fend off colonialism from Europeans. And it basically holds that any intervention in the Americas, in the Western Hemisphere, is potentially some hostile act against the U.S.
So the administration has actually endorsed this publicly, the Monroe Doctrine specifically. They did that in November.
And now
... See moreValue investing, the strategy of buying stocks at an appreciable discount from the value of the underlying businesses, is one strategy that provides a road map to successfully navigate not onlythrough good times but also through turmoil. Buying at a discount creates a margin of safety forthe investor—room for imprecision, error, bad luck or the... See more
Seth Klarman • Seth A. Klarman remarks at MIT
Investment strategy balancing technology productivity gains against currency risk and debt service concerns in changing economic conditions
TRANSCRIPT
I would say, however, what it will be most impactful, more impactful than the super scalars and is not adequately priced in is the effects it's going to have on applications of it, on companies' earnings, efficiencies, and so on.
So, for example, if you were to look at biotech companies and look at their pricing, they're very cheap, and there's
... See more