Source material behind every call on the tape.
I built a free Live Feed of US special situations as part of Special Situations Digest. Real-time SEC filings, filtered down to the events that actually matter: activist stakes, going-private deals, tender offers, spin-offs, strategic reviews, restructurings, capital returns. No …
New report. Interested to hear your thoughts on ACN and the SAS selloff as a whole
I'm curious your thoughts on the idea of writing up a series of blog posts or a short book, even, that covers some of the 101 principles of valuing a company. The idea would be to make it super accessible …
A significant portion of the valuation of companies like Tesla and SpaceX appears to be tied to investor confidence in Musk's vision and ability to execute ambitious goals. What happens when he's no longer around? Most companies of Tesla's and …
Two completely opposite companies merging so the private one can go Public, IBG a Australian Alcohol company merging with a domestic US oil and natural gas company FUEL so it can go public, it seems really good on paper with …
With VIX decreasing, trading Vega negative strategies is highly attractive. SPY and/or SPX Iron Condors (or Butterflies) are the obvious choice in this environment. I am trading some income strategies that give more flexibility for adjustments using structured variations, like …
**Full Letter:** https://theoraclesclassroom.com/wp-content/uploads/2019/09/1984-Berkshire-AR.pdf **Letter Only** https://www.berkshirehathaway.com/letters/1984.html This week we will go over two segments on two fully owned businesses that have had extraordinary years, Buffalo Evening News and Nebraska Furniture Mart. Also the acquisition of a large stake in ABC …
i thinking of doing the following 60% in stock and 40% in short term gov bond because the money i am invest is not from monthly salary its one time inheritance money one time life opportunities so i am thinking …
Portfolio allocations as of June: Amazon 11.9% Broadcom 7.6% ServiceNow 1.2% Marvell 0.6% Gold (IGLD.DE) € 5.1% Google 9.2% Japan (IJPA) € 7.1% Korea (FLXK) € 7.0% Microsoft 7.7% NVIDIA 7.7% S&P500 (SXR8) € 23.7% Silver (XAD2) € 2.0% TSM …
"People who get to retire with a pension can afford to invest differently." That statement is something that does not get talked about a lot. In the USA, around 24% of retirees have a pension. Everyone else is locked in …