Wedgewood Partners 3Q17 – The Bull Market in Everything; GOOGL, FAST, QCOM, PYPL, TSCO
Wedgewood Partners 3Q17 Letter: The Bull Market in Everything, October 2017 [...]
Investing
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GMO White Paper: China’s Rising Presence in Emerging Debt Markets, September 2017 China’s Increasing Presence in the Asset Class Since the GFC in 2008, China boosted [...] -
Rockefeller & Co. Third Quarter 2017 Global Foresight The Charging Bull Eight plus years into the market recovery, we see valuations extended as most of the gains since [...] -
Investing is often described as the process of laying out money now in the expectation of receiving more money in the future At Berkshire, we define investing as the transfer [...]
Smart Money
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Wedgewood Partners 3Q17 Letter: The Bull Market in Everything, October 2017 Review and Outlook Gained 4.8% during 3Q17 vs. Russell 1000 Growth Index of 5.9% and S&P 500 [...] -
Kopernik Perspective, August 2017 Approaching ten years of accommodating monetary policy around the world. At this point, we can agree that the central banks have been [...] -
Broad Run Investment Management Second Quarter 2017, July 20, 2017 For the quarter, returned 3.2% compared to 3.0% for Russell 3000 YTD, returned 8.1% compared to 8.9% for [...]
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Most Popular
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My Largest Short Position: Wingstop – Whitney Tilson, April 7, 2017 Overview: Wingstop is in the [...] -
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Lessons
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“When you first start to study a field, it seems like you have to memorize a zillion things. You don’t. What you need is to identify [...] -
Saber Capital: The Most Important Moat, May 10, 2017 “The balance of power is shifting toward consumers and away from companies. The [...] -
IP Capital Partners – 1Q17 Quarterly Report “If you’ve got the power to raise prices without losing business to a competitor, [...]
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Job Interview
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Question: You are given two jugs – one fills up to exactly 3 liters and one fills up to exactly 5 liters. How can you fill the jug with [...] -
Question: You are given a rope which can be fully burnt in one hour. The rope burns unevenly meaning half burnt does not necessarily [...]
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Question: What is the square root of 100,000?; or What is the square root of 7,000,000? Answer: The interviewer is obviously [...]
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People
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Jeffrey Gundlach is the founder of DoubleLine Capital, a fixed income fund headquartered in Los Angeles with over $109 billion of [...] -
Paul Singer is a hedge fund manager and founder of Elliott Management Corporation. Elliott specializes in distressed debt [...] -
Julian Robertson is a legendary investor who has helped launch some of the most successful careers in the hedge fund industry. He [...]
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