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Housekeeping; Analyst Position and Finding an Analyst’s Position
We’ve had cloning in the South for years. It’s called cousins.–Robin Williams Housekeeping Once the Value Vault has been reorganized, I will send an email with a key to all who have received a key...
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Case Study on Capital Expenditures (MCX)
Here’s to our wives and girlfriends… may they never meet! –Groucho Marx MCX and Iridium Case Study Our first discussion of Maintenance Capital Expenditures (“MCX”) occurred here:...
View ArticleLessons on Reading a 13-F
For those who look at 13-F filings, here is advice from a money manager (Tilson Funds www.tilsonfunds.com) who files 13-Fs since he manages over $100 million. Lessons on reading a 13-F Like every other...
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Review of MCX and Past Case Study (IRDM); Arguing Clinic
Does the tooth fairy pay for capex–Warren Buffett IRDM Maintenance Capital Expenditures Case Study Time to check in on IRDM. Last post:http://wp.me/p2OaYY-zt A hedge fund made a case for investing in...
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Value Quant Investing; Herbalife; Apple; Reader’s Question
I have started reading this book mentioned here: http://greenbackd.com/2012/12/26/quantitative-value-a-practitioners-guide-to-automating-intelligent-investment-and-eliminating-behavioral-errors/...
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Is this Acceptable?
http://www.tilsonmutualfunds.com/reports.html A reader sent the above link. Click on it and then download the Annual Report for the Tilson Focus Fund, See pages 10-12 discussing the year’s results....
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Tilson/Tongue Hedge Fund Boot Camp
FREE CLASS in New York City Whitney Tilson through www.kaselearning.com will be teaching value investing and hedge fund entrepreneurship to the next generation of investors. His programs are aimed at...
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