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Epstein
Waverly • 1 card
Abe
@billgates
Brian J. Rubinton
@brianjrubinton
Rick Guerin’s write up for: The Security I Like Best
Personal Property Leasing Company
( I’m sure @MohnishPabrai would be interested in this one ) https://t.co/NI9QO9hnPN
Oakmark Funds run by Bill Nygren published their quarterly letter. The fund started 5 new positions and sold 5 others.
“Most of the eliminations were in companies that we invested last year when faster growing stocks sold-off sharply (Adobe, Uber, Take-Two, Netflix).”
1/19
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Hidden Value Gemsx.comtyler
br2n0 • 13 cards
The secret is to buy bonds the big money isn’t allowed to. To illustrate the point further, let’s look at the BlackRock Floating Rate Income Strategies Fund (FRA), which buys floating-rate debt. (More about floating-rate debt in a moment). For now, just know that most of the bonds it buys are issued by corporations, and most of them are below the “
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