Entries by Title

• What Investors Should Look Out For in Proxy Statements, with Michelle Leder @footnoted
• Georg Krijgh on the "Dutch Discount" and the Challenges of Being a Value Investor in Europe
• The Supply and Demand Side of Competitive Advantage, with Matthias Riechert of Polleit & Riechert
• Greenlea Lane's Josh Tarasoff on How to Successfully Invest in Great Businesses
• Canadian Value Investor François Rochon on What Makes a Great CEO
• Howard Marks: It's Not an Algorithm, It's a Mindset
• The Three Biggest Mistakes Investors Make, with Paul Lountzis of Lountzis Asset Management
• Greenstone Capital's Chris White on the Meaning of Deep Value Investing
• How to Find the Right Net Net Investments, with Jonathan Heller, President, KEJ Financial Advisors
• Jean-Marie Eveillard on Deep Value Investing in Japan and Korea
• Michael Lipper on What He Learned from Studying Under Professor David Dodd at Columbia University
• Asia-Based Value Investor Sidd Mehta Discusses Investing in Hong Kong and Singapore Equity Markets
• Why Interest Rates May Remain Low for a Long Time, with ATF Group CEO Francois Wiget
• Francis Daniels on the Perception and Reality of Investing in Africa
• The Thought Process Behind Investing in Cyclical Industries, with Keith Weissman of Sibilla Capital
• Howard Marks on One of the Great Investing Dilemmas
• Alerian CEO Kenny Feng on the Quality of Management in the U.S. MLP Industry
• ATF Group CEO Francois Wiget on How to Assess Management and the Risks of Investing in Large Banks
• How to Deal with Volatility as an Investor, with Mitchell Eichen and John Longo of The MDE Group
• How to Monitor and Be Attentive to the Cycle, with U.S. Industrials Specialist Chuck Murphy of Liberty Park Capital
• Jean-Marie Eveillard on the Primacy of Absolute Returns and Where Not to Seek Them Now
• A Different Take on What Makes a Good Business, with Canadian Value Investor Dan Sheehan of Sheehan Associates
• Superinvestor Tom Russo on How to Think About the Moat of Luxury Goods Businesses
• Why Investors Should Aim to "Fill Competitive Voids" — Ryan Morris of Meson Capital Partners
• Special Situations Investor Joe D'Ambrosio Discusses Investing in Spinoffs and Post-Bankruptcies
• Learning from Peter Cundill, with Deep Value Investor Jeroen Bos of Church House
• Jeroen Bos on Deep Value Investing and His Favorite Investment Opportunities
• How to Benefit from Holding Company Discounts in Korea, with Chan Lee and Albert Yong of Petra Capital Management (Excerpt)
• James Choa on Why Clear Media (HK:100) Is a Deep Value Bargain (Excerpt)
• Investing the Templeton Way, with Lauren Templeton and Scott Phillips
• The Investment Case for Vicom (Singapore: VCM), with Singapore-Based Value Investor Sean Seah
• How to Uncover Compounders in Asia through the "Bamboo Innovators" Mental Model, with KB Kee
• Where Are the Best Equity Opportunities in Asia, with Eric Kong of Aggregate Asset Management
• A Case Study on Special Situations Investing in Asia, with Melvin Tan of DCG Capital
• The Biggest Mistake Foreign Investors Make in the Mideast, with Sandip Bhatt of Damac Invest
• Sun Hing Vision (Hong Kong: 125): Case Study on Family-Owned Companies in Asia, with Yeo Seng Chong
• How to Invest in Asset-Rich Companies in Asia: Melvin Tan on Wing Tai (Singapore: WINGT)
• Dubai-Based Investor Sandip Bhatt Contrasts Equity Opportunities in India to Other Emerging Markets
• Beware of "Other Receivables" Accounting at Asian Companies, with Singapore-Based Investor and Accounting Expert KB Kee
• How to Assess Competence and Honesty at Family-Owned Companies in Asia, with Yeo Seng Chong
• Amit Wadhwaney on Why Accumulated Knowledge May Trump Screens for Idea Generation
• Insights into Accounting Pitfalls at Asian Companies, with Singapore-Based Value Investor KB Kee
• Larry Cunningham on Warren Buffett's Enduring Legacy
• Larry Cunningham on Warren Buffett's Key Insights into Moats
• Larry Cunningham on How Investors Can Unleash Their Inner Warren Buffett
• Lighthouse Advisors' Benjamin Koh on Investment Opportunities in Hong Kong and Singapore
• The Investment Case for Great Eagle Holdings (Hong Kong: 41), with James Choa of Valiant Ocean Capital
• Isaac Schwartz on the Biggest Mistakes Investors Make in Asia (and How to Avoid Them)
• Amit Wadhwaney on the Differences Between Investing in the U.S. and Internationally
• What It's Like to Be a Value Investor in Asia, with Alon Bochman of Stepwise Capital
• Jean-Marie Eveillard Reflects on a Conversation with Seth Klarman
• Canadian Value Investor Dan Sheehan on What He Learned From High-Altitude Mountaineer Ed Viesturs
• How InterContinental Hotels $IHG Benefits from a Virtuous Cycle, with JP Morgan's Asif Jeevanjee
• What Makes Global Companies Successful, with Professor Alina Kudina
• Quantitative Value Investor Alon Bochman on Which Market Anomalies He Favors Most
• Howard Marks on the Most Dangerous Thing to Neglect as an Investor
• How Value Chains Can Signal the Likely Success of Business Expansion, with Professor Alina Kudina
• Lessons Learned from Investing in Retail Stocks, with Sahm Adrangi of Kerrisdale Capital
• How Competitive Advantage Can Be Shaped By Value Chains, with Professor Alina Kudina
• Robert Robotti on How to Engage with Managements to Maximize Returns for Long-Term Investors
• Philip Ordway on the Opportunity and Challenge of Investing in European Distressed Assets
• An Example of What Works in REIT Investing, with Andrew Jones of North Star Partners
• Far View Capital's Brad Hathaway on His Favorite Sources of Potential Equity Mispricings
• Joe D'Ambrosio on Why Sell Discipline Is Especially Important in Spin-Off Investing
• Fund Manager Brian Bares on "The Small-Cap Advantage"
• Kerrisdale's Sahm Adrangi on His Background and Path as an Investor
• Philip Ordway on How to Approach Distressed Opportunities as an Equity Investor
• Superinvestor Lisa Rapuano on When Turnarounds Get Mispriced and How to Profit as an Investor
• Cygna Negra's Humphrey Nokes on How to Apply a Value Investing Approach to Patent-Backed Technology Companies
• Howard Marks on Oaktree's Circle of Competence in Distress-for-Control Investing
• Robert Leitz on What Pitfalls to Avoid When Investing in Banks, Real Estate and Other Industries
• Lane Five's Lisa Rapuano on Her Background and Path as an Investor
• Philip Ordway on How Equity Investors Should Adjust to a Low Interest Rate Environment
• How to Effectively Combine Top-Down and Bottom-Up Equity Analysis, with Keith Weissman, Head of Research, Sibilla Capital
• Lisa Rapuano on the Challenge (and Opportunity) of Investing in U.S. For-Profit Education Stocks
• Sahm Adrangi on What Makes a Great Fund Manager, His Fund Management Style at Kerrisdale Capital
• Which Insider-Driven Investment Strategy Creates Alpha, with David Miller of Catalyst Mutual Funds
• How to Successfully Invest in Patent-Backed Technology Companies, with Humphrey Nokes of Cygna Negra
• How to Analyze Generic Versus Branded Pharma Companies, with Dario My of Bank von Roll
• Third Avenue's Amit Wadhwaney on His Beginnings as a "Safe and Cheap" Investor
• What Proportion of U.S. Unemployment Is Structural, with Thomas Berner, Chief U.S. Economist, UBS Wealth Management
• François Rochon on the Importance of an Investment Philosophy "in Tune with Your Own Personality"
• Special Situations Investor Joe D'Ambrosio on His Favorite Books and Other Research Resources
• What Value Investors Need to Know When Investing in Turnarounds, with Turnaround Guru Brent Farler
• Value Investing Thought Leader Paul Lountzis Discusses His Research Process and Idea Generation
• MLP Thought Leader Kenny Feng on His Preferred Valuation Metric for Oil & Gas Master Limited Partnerships
• Natural Resources Investor Kent Whitaker on How He Generates Investment Ideas
• How to Avoid Mistakes When Investing in Turnarounds, with Turnaround Specialist Brent Farler
• How to Assess the Merits of Equity Investment Alternatives, with Zeke Ashton of Centaur Capital
• Words of Investment Wisdom and Advice, with Amit Wadhwaney of Third Avenue Management
• A Game Theory Approach to the Eurozone Crisis, with Thomas Berner of UBS Wealth Management
• Marty Leclerc's Thesis on NYSE Euronext (prior to bid by IntercontinentalExchange)
• Marty Leclerc of Barrack Yard Advisors Reveals His Investment Outlook
• Marty Leclerc of Barrack Yard Advisors Discusses His Investment Approach
• Third Avenue's Amit Wadhwaney on Investment Risk vs. Market Risk and What to Do as an Investor
• Swiss Investor Peter Wick on What He Has Learned from Tito Tettamanti and Other European "Activists"
• How to Use "Hidden Options" to Beat Inflation, with Matthias Riechert of Polleit & Riechert
• The Outlook for the U.S. Economy, with Thomas Berner, Chief U.S. Economist, UBS Wealth Management
• Favorite Book Recommendations, with Beyla Ziv Guest, Partner, Apollo Partners
• Jean-Marie Eveillard Discusses the Eurocrisis and Investment Opportunities Arising from It
• Zeke Ashton on How Michael Burry's Advice Helped Him Become a Better Investor
• How to Choose the Right Investment Partner, with Philippe Weissberg of Madison Capital
• A Thought on Philanthropy - Alan Hassenfeld, ex-CEO of Hasbro $HAS
• Anthony Cambeiro on Josh Waitzkin's "The Art of Learning" and the Pursuit of Investment Excellence
• Howard Marks on Why All Investors Should Be Aware of the "Temperature of the Market"
• What Drives the Moat at Michael Page (London: MPI), with JP Morgan's Asif Jeevanjee
• How Investors Can Benefit from Applying Real Options Theory - Professor Alina Kudina of Warwick Business School
• Why "Replication Risk" Should Be on Your Investment Checklist - Stephen Masri of Merrill Lynch
• What Are the Keys to Successful Investing, with Michael Lipper of Lipper Advisory
• Jean-Marie Eveillard on How International Investing Has Changed, Differences in Accounting Standards
• Why Downside Protection Is Essential, Yet Neglected by Many Investors - Mitch Eichen and John Longo of The MDE Group
• How to Think about the Investment Return Components of MLPs - Kenny Feng, CEO, Alerian
• How the Shale Gas Boom Will Affect the U.S. Economy - Thomas Berner, Chief U.S. Economist, UBS Wealth Management
• Why Frontier Markets Are Attractive Despite the Risks - Stephen Phillips of Frontier Public Markets
• How Do Good and Financially Sound Companies Become Cheap - Amit Wadhwaney of Third Avenue
• The Investment Implications of "Dying" Vs. "Bad" Industries - Keith Weissman of Sibilla Capital
• What to Prioritize When Evaluating Insider Transactions Data - David Miller of Catalyst Mutual Funds
• How to Estimate the Intrinsic Value of a Business, with Dario My of Bank von Roll
• Humphrey Nokes Discusses Zoran Corp. as a Template for Investing in Small Technology Companies
• Investment Great Jean-Marie Eveillard Discusses His Preferred Valuation Metric, Views on "Margin of Safety"
• A Non-Consensus View to Solving the Eurocrisis, with Zurich-Based Investor Francois Wiget
• How to Get Comfortable with Investing in Africa, with Francis Daniels of the Africa Opportunity Fund
• Asia-Based Value Investor Sidd Mehta on Lessons Learned from Investing in Emerging Markets
• Why Spain Is One of the Most Misunderstood Equity Markets, with Swiss-Based Investor Daniel Leveau
• How to Think about Position Sizing and Portfolio Management, with Zeke Ashton of Centaur
• The Investment Case for Oil & Gas Master Limited Partnerships, with MLP Pioneer Jerry Swank
• German Value Investor Martin Possienke on Some Risks at German Companies Amid the Many Positives
• Veteran Investor Peter Seilern-Aspang on What Investments He Prefers in a Low Return Environment
• Marty Leclerc on the Five Enduring Principles of His Investment Approach
• Value Investor Kent Whitaker on the Pitfalls of Natural Resources Stocks, What to Do as a Result
• Michael Lipper on Investor Judgment and How to Apply It to Bank Stock Valuations Today
• Canadian Investor François Rochon on Finding Great Businesses and the Value of the "Missing" Gene
• Special Situations Investor Joe D'Ambrosio on What to Look for in Post-Bankruptcy Stocks
• Turnaround Specialist Brent Farler on Past and Recent Turnarounds, Mentions Cisco (CSCO), HP (HPQ)
• Investment Great Jean-Marie Eveillard on the Case for Gold and Its Role in Investor Portfolios
• What's to Like in Japan Despite the Negatives, with Dominic Fisher of Thistledown
• Peter Cundill Protégé Tim McElvaine on His Investment Approach to Japan
• Leading British Value Investor Richard Oldfield on Where He Is Finding Value in Japan
• Japanese Value Investor Jiro Yasu on Which Investments to Seek Out and Which Ones to Avoid in Japan
• Third Avenue's Wadhwaney on What Makes Investing in Japan Compelling Despite the Obvious Hurdles
• How Japan Has Changed, with Leading M&A Lawyer and Corporate Governance Expert Stephen Givens
• Why Doing Your Own Research Is Even More Valuable in Japan, with Laurent Halmos of Fourpoints Investment Managers
• The Crux of the Japanese Corporate Governance Problem, with Governance Thought Leader Nick Benes
• The Implications of Deflation for Japanese Companies, with Top Value Investor Alexander Kinmont
• Investing Legend Jean-Marie Eveillard on What Ails Japan, Why Attractive Investment Opportunities Still Exist
• How to Find the Right Investment Targets in Japan, with Veteran Japanese M&A Dealmaker Bruce Pomer
• Corporate Governance Expert Bruce Aronson on Governance Practices at Japanese Vs. U.S. Companies
• The Opportunity in Japanese Small Cap Stocks, with Noriyuki Morimoto of HC Asset Management
• Howard Smith of Indus Capital Advisors on How Cheap (Yet Still Neglected) Japanese Equities Are
• Amit Wadhwaney on Marty Whitman and Third Avenue's Approach to Investing
• Superinvestor Jean-Marie Eveillard on Investors' Single Biggest Mistake
• The Investment Opportunity in German Real Estate, with Roland Schmidt of Forte Capital
• German Value Investor Frank Fischer on His Idea Generation and Research Process
• What's an Investor to Do in the Face of Current Economic Policies, with Thorsten Polleit
• How to Profit from "Broken Markets" in Micro-Caps, with Value Investor and Academic Paul Sonkin
• Georg Krijgh on the Impact of Different Incentives at Carrefour (Paris: CA) and Tesco (London: TSCO)
• Swiss Value Investor Jean-Pascal Rolandez on What Investors Are Missing in Greece
• Value Investing Guru Max Otte Reviews Investment Opportunities in Italy and Spain
• Are European Equities Attractive Despite the Eurocrisis, with Jean-Marie Eveillard
• Superinvestor Tom Russo on How Investors Can Benefit from Europe Being a "Pass-Through Vehicle"
• UK Superinvestor Richard Oldfield on His European Investments
• Investing Legend Jean-Marie Eveillard on What's an Investor To Do in an Uncertain World
• Value Investing in Europe Vs. in the U.S., with Bestinver's Álvaro Guzmán de Lázaro Mateos
• German Value Investor Frank Fischer on Investment Opportunities in Germany
• Third Avenue's Amit Wadhwaney on the Evolving Opportunity Set in Europe
• European Value Investor Tom Stubbe Olsen on Which Investments to Avoid
• Superinvestor David Nierenberg on How He Generates Investment Ideas
• Value Advisory's Howard Rosencrans on Independent TV Affiliates, Highlights Sinclair $SBGI
• How to Analyze an Insurance Company, and More on Value Investing, with Amir Avitzur
• How to Obtain an "Edge" in Investing, with Brad Hathaway of Far View Capital
• Sahm Adrangi on the Parallels between Kerrisdale and Third Point
• Lauren Templeton on How to Retain Conviction When the Market Goes Against You
• Chris Swasbrook, Managing Director of Elevation Capital on His Background as an Investor
• Dave Sather on How Inflation Is Underreported and What to Do to Preserve Purchasing Power
• How to Benefit from Studying Warren Buffett, Dave Sather of Sather Financial
• The "Sustainability" Factor in Retail Vs. Technology, with Andre Bertolotti of Quotient Investors
• Lisa Rapuano on Why She Chose a Basket Approach to Investing in U.S. For-Profit Education
• Robert Robotti on "Commitment" Risk at a Typical Oil & Gas Driller
• Superinvestor Tom Russo on Portfolio Management and His Favorite Valuation Metric
• What It Means to Be a Value Investor, with Lauren Templeton and Scott Phillips
• The Risks of Investing in Single Family Homes, with The American Home CEO Aaron Edelheit
• The Challenges and Rewards of Reading Financial Statements, with Michelle Leder @footnoted
• How to Gain an Investment Edge When Using "Factor Models," with Quotient's Andre Bertolotti
• What Are the Biggest Mistakes Investors Make, with Karim Taleb of Robust Methods
• How Their Investment Approach Has Evolved, with David Nierenberg and Cara Jacobsen of D3
• David Nierenberg on His Path as an Investor
• When to Sell, Lisa Rapuano of Lane Five
• Why Investors Should Care More About Business Cycles, Simon Caufield of SIM Limited
• What Makes a Successful Investment Firm, Lisa Rapuano of Lane Five
• Jon Heller of KEJ Financial on the Single Biggest Mistake Investors Make
• Why U.S. For-Profit Education Stocks Are Attractive, Lisa Rapuano of Lane Five
• Robert Hagstrom Talks About His Passion for Writing, Previews His Upcoming Book
• What Investors May Be Overlooking in Russia, with Dmitry Alimov of Frontier Ventures
• Lauren Templeton on the Origins of John Templeton's Global Investing Approach
• What "Abnormally Low" Rates Imply for Equity Investors, Robert Hagstrom of Legg Mason
• Lauren Templeton on How to Capitalize on the Rise of the Emerging Markets Consumer
• The Opportunity in U.S. Real Estate, with Aaron Edelheit, CEO of The American Home
• What's Ailing Japan - Superinvestor Tom Russo of Gardner Russo & Gardner
• The Story of David Einhorn and St. Joe - Jonathan Heller @JonMHellerCFA $JOE
• CEO Peter Boyle on Long-Term Investing at Kennox Asset Management
• From Entrepreneurs to Investors: Simon Denison-Smith and Jonathan Mills of Metropolis Capital
• On His Path as an Investor: Simon Denison-Smith of Metropolis Capital
• On Holding Cash: Jonathan Mills of Metropolis Capital
• How to Evaluate Management: Simon Denison-Smith and Jonathan Mills of Metropolis Capital
• Dominic Fisher of Thistledown on His Background as a London-based Value Investor
• Many Japanese Companies Are "Unbelievably Cheap" - NTT DoCoMo $DCM - Dominic Fisher of Thistledown
• Beware of Perennial "Net Nets" - Jonathan Heller of KEJ Financial
• Small-Cap Superinvestor Brian Bares: Is There Such a Thing as Too Much Research?
• Jonathan Heller on the Background and Investment Case for Premier Exhibitions $PRXI
• Dominic Fisher on Structuring an Investment Operation to Maximize Time Spent on Investing
• Finding Value in GlaxoSmithKline $GSK - Simon Denison-Smith of Metropolis Capital
• The European Debt Crisis, and Why Spain May Be in Trouble - Simon Caufield, Managing Director, SIM Limited
• What Makes Cabela's $CAB Special - Jonathan Heller
• Becoming a Better Investor via a Latticework of Mental Models - Robert Hagstrom of Legg Mason
• Robert Hagstrom of Legg Mason: Is Amazon.com a Technology Company or a Retailer? $AMZN
• Brian Bares on How He Became a Great Investor in Small-Cap Equities
• The Plight of Savers, and Why Equities Trump Bonds - Dominic Fisher, Director of Thistledown Investment Management
• Howard Marks of Oaktree on Adjusting Your Level of Aggressiveness Based on the Market Environment
• What Makes Pressure Technologies (London: PRES) Interesting - Simon Caufield of SIM Limited
• Why AIG is Once Again an Attractive Investment - Dave Sather, President of Sather Financial - $AIG
• Jonathan Heller, President of KEJ Financial Advisors: Is There Value in St. Joe? Is There Value in Cresud? $JOE $CRESY
• The UTV Media (London: UTV) Case Study - Dominic Fisher, Director of Thistledown Investment Management
• The Importance of Business Cycles, and Why Valuation Is Everything - Simon Caufield, Managing Director of SIM Limited
• Pat Dorsey on How Management Decisions Can Widen or Narrow Corporate Moats $AMZN $WMT $NOK $CSCO $GRMN $CTAS
• Tootsie Roll $TR: A Cautionary Tale of Management - Jonathan Heller, President, KEJ Financial
• Robert Hagstrom on Applying Value Investing Principles to Growth Stocks $AAPL $AMZN $GRPN $GOOG $RHT
• Robert Robotti on the Types of Businesses He Likes to Buy in Asia
• Where the Value Is in Ferrovial (Madrid: FER) and Elsewhere in Spain - Bestinver's Parames and de Lazaro
• Howard Marks on How to Avoid the Pitfalls of a Low Return Environment
• Not All Cash and Securities Are Created Equal - Understanding Balance Sheets, with Ben Axler of Spruce Point Capital
• Robert Robotti on Activist Investing and Engaging with Company Managements
• Hasbro's Compelling Global Growth Opportunity - Alan Hassenfeld, ex-CEO of $HAS
• The Manual of Ideas Investment Case for Harvest Natural Resources $HNR
• Robert Robotti on the Outlook for Natural Gas Prices and Natural Gas Companies
• Robert Robotti on Globalizing the Firm's Investment Approach
• What All Investors Can Learn From Great Investors Royce, Whitman, Rogers - By Stephen Weiss @stephenLweiss
• How to Minimize Downside Risk While Avoiding Value Traps, by Ben Axler of Spruce Point Capital
• What Ails #China - Alan Hassenfeld, ex-CEO of Hasbro $HAS
• Robert Robotti on Why Shipping Is a Bad Business, Stolt-Nielsen (Oslo: SNI) an Exception
• From Picking Stocks to Picking Managers - David Shapiro of Towers Watson
• Whitney Tilson on Why AIG Common Stock Represents an Excellent Investment Opportunity $AIG
• What Sets Apart Northern Graphite Corporation (Toronto Venture: NGC) - Ben Axler of Spruce Point Capital
• What the Market Is Missing in Overstock $OSTK, and Why It Is Too Cheap to Ignore - Glenn Surowiec of Alsin Capital
• The #Investment Case for South American Ferro Metals - ASX: SFZ - by Alex Tsukernik of Syntella Partners #Brazil #Mining
• Investing in Banks and Thrift Conversions, with Chris Marinac, Director of Research, FIG Partners
• Howard Marks on the Twin Pitfalls of Overconfidence and Lack of Ego
• Investing in the Graphite Industry and Northern Graphite Corp. (Toronto Venture: NGC), with Ben Axler of Spruce Point Capital
• Whitney Tilson Updates Investment Thesis on Warren Buffett's Berkshire Hathaway
• Why Berkshire Hathaway Remains an Attractive Investment, by Greg Speicher
• Randall Abramson Discusses Trapeze Asset Management's Investment Approach and Proprietary Methodologies
• Why Bank of America $BAC Warrants Represent an Attractive Investment Opportunity - Glenn Surowiec of Alsin Capital
• How to Call #Commodity Cycles, with Alex Tsukernik of Syntella Partners
• Why #Equities in #Japan Are Attractive Yet Frustrating - Daniel Gladis
• Does It Ever Make Sense to Invest in a High-Cost Commodity Producer, with Alex Tsukernik
• Glenn Surowiec of Alsin Capital on His Background in Value Investing #valueinvesting
• What Makes Some Mined #Commodities Global and Some Local, with Alex Tsukernik of Syntella Partners
• How Hasbro Works With Partners to Grow Reach and Revenue Potential - Alan Hassenfeld, ex-CEO of $HAS
• Why Tanfield (London: TAN) Is a Compelling Opportunity, with Marc Saint John Webb of Argos
• How to Be an Activist Investor in the Metals and #Mining Sector, with Alex Tsukernik
• Why Sanofi $SNY Management May Not Be Maximizing Value for Shareholders - Daniel Gladis
• #Investing Best Practices in Microcap Metals and #Mining Stocks - Alex Tsukernik of Syntella Partners
• How to Identify Appealing #Investments in Metals and #Mining, with Alex Tsukernik
• Why Steering Clear of #Equities in #Russia May Be Good Idea - Daniel Gladis
• Metals and Mining Outlook: Why #Copper and #Gold Should Shine in the Long Term - Alex Tsukernik of Syntella Partners
• How Hasbro Grew Into Largest Toy Maker - Alan Hassenfeld, ex-CEO of $HAS
• Best and Worst Geographies for Metals and Mining Investment, with Alex Tsukernik of Syntella Partners- #Canada #Brazil
• The Single Biggest Mistake Smart Investors Make - Glenn Surowiec of Alsin Capital #investing
• How the Investment Analysis Differs for Various Metals #Commodities, with Alex Tsukernik of Syntella Partners
• Seeking Value in Financials: #Europe vs. #USA - Pier-Alberto Furno of Nemesis
• Why Even a No-Growth Business Can Be a Good Investment: WH Smith (London: SMWH) - Daniel Gladis of Vltava Fund
• The Economic Sell Rule for Stocks, Explained by David Merkel of Aleph Investments @AlephBlog
• Glenn Surowiec Names the CEOs He Respects Most, and Reveals How He Assesses the Capital Allocation Skill of Management
• Why Avoiding Leverage on the Portfolio Level Is Not Enough - Daniel Gladis of Vltava Fund
• How the Business Model of Iconix $ICON Throws Off Impressive FCF - Adib Motiwala of Motiwala Capital @adibmoti
• How the Definition of Toys Has Changed Over Time - Alan Hassenfeld, ex-CEO of Hasbro $HAS
• Greg Speicher on How to Become a Better Investor and Why Berkshire Hathaway Remains a Good Investment @Greg_Speicher
• How to Achieve Abnormal Returns in the Stock Market, with Investment Author Tadas Viskanta @abnormalreturns
• Smart Capital Allocation Makes Halfords (London: HFD) Attractive - Adib Motiwala of Motiwala Capital @adibmoti
• Dan Moore of CJS Securities on Why Arbitron $ARB Is Overlooked and Undervalued
• Two Biggest Mistakes to Avoid on the Path to Investment Success - Investor and Author Stephen Weiss @stephenLweiss
• Increased Dividend, Stock Buybacks Ahead for Lear $LEA, Says Adib Motiwala of Motiwala Capital
• The Hidden Value in Cresud $CRESY, One of the Largest Land Owners in #Argentina
• The Hidden Real Estate Value in Reading International $RDI - Andrew Shapiro of Lawndale Capital
• Jonathan Mills of Metropolis Capital on Whether Tesco's Problems Are Fixable - London: TSCO
• Content Is Still King In World of Apps, Says Alan Hassenfeld, ex-CEO of Hasbro $HAS
• Why Horsehead Holding $ZINC Represents a Compelling Investment Opportunity - Dan Moore of CJS Securities
• Robert Leitz on Why #China Infrastructure Investments May Be Great Opportunity Despite The Risks
• Ken Shubin Stein of Spencer Capital on Innate and Acquired Cognitive Biases in Investing
• Prof. Dr. Max Otte on Buying Allianz (Germany: ALV) When Others Were Fearful
• Guy Spier Frames Potential Investment Opportunity in Midwestern Refiners $CVI $DK $HFC $WNR
• How The Rise of Zynga $ZNGA and Rovio Is Impacting The Toy Business - Alan Hassenfeld, ex-CEO of Hasbro $HAS
• French Connection (London: FCCN): Thesis by Jeroen Bos of Church House
• Why Hewlett-Packard $HPQ Raises "Red Flag" Despite Cheap Stock - Daniel Gladis
• Kevin Murphy and Nick Kirrage of Schroders Discuss Their Paths to Becoming Value #Investors
• #Renault (Paris: RNO) as a Sum-of-the-Parts Case Study - Richard Oldfield
• How to Find Undervalued Small-Caps in Europe Through "Clumping" - Marc Saint John Webb of Argos
• The Two Key Risks for Aaple $AAPL Investors - Daniel Gladis of Vltava Fund
• PV Crystalox Solar (London: PVCS): Thesis by Jeroen Bos of Church House Deep Value Fund
• The Voting Machine Vs. the Weighing Machine in Nokia $NOK: Richard Oldfield
• How to Avoid Pitfalls in #European Micro-Cap #Investing - Philip Best of Argos
• Pink Sheets to NYSE: Primus $PTGI - Stephen Roseman, CEO of Thesis Funds
• Why Telecoms Are Bad Businesses, and Why Telefonica $TEF Will Keep Cutting Dividend - Daniel Gladis
• Why Corridor Resources (Toronto: CDH) Is Compelling Way to Invest in Natural Gas - Eric Dumont
• Tanfield Group (London: TAN): Thesis by Jeroen Bos of Church House Deep Value Fund
• Why iGATE $IGTE Is a Multibagger Following Patni Acquisition - Jeeva Ramaswamy
• Why Wal-Mart $WMT and Tesco (London: TSCO) Offer Compelling Investment Value - Daniel Gladis
• Pier-Alberto Furno on What Apple $AAPL Investors Should Beware Of
• Why Small-Cap Industrials Investor Chuck Murphy Likes GrafTech International $GTI
• The Market Is Wrong on dELIA*s $DLIA - Stephen Roseman, CEO of Thesis Funds