Whitney Tilson’s email to investors discussing GameStop insanity; Reddit post; comments by Berna Barshay, Matt Levine, and Andrew Left’s comments;…
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Valuation Risk: Tesla in 2021 vs. Cisco in 2000 – Distillate Capital
A successful investment process should seek to systematically take advantage of favorable risk/reward asymmetries over time. The value of that…
Continue ReadingFiring Fails: 6 Common Reasons Necessary Employee Terminations Tank
There is no question that firing or laying someone off is an onerous leadership task. Still, there are going to…
Continue ReadingWill Biden’s Executive Blitzkrieg Defeat Gold?
A new sheriff is in in town, and he’s making some rearrangements. Will the new order of things support the…
Continue ReadingBiden explains how he arrived at $1400 coronavirus stimulus checks amount
The U.S. Congress already approved two rounds of stimulus checks, one of up to $1,200 and other $600. Now, talks…
Continue ReadingReal House Prices and Price-to-Rent Ratio in November
Here is the post earlier on Case-Shiller: Case-Shiller: National House Price Index increased 9.5% year-over-year in November It has been…
Continue ReadingCase-Shiller: National House Price Index increased 9.5% year-over-year in November
S&P/Case-Shiller released the monthly Home Price Indices for November (“November” is a 3 month average of September, October and November…
Continue ReadingNMHC: Rent Payment Tracker Shows Households Paying Rent Decreased 2.5% YoY
From the NMHC: NMHC Rent Payment Tracker Finds 88.6 Percent of Apartment Households Paid Rent as of January 20 The…
Continue ReadingThe More We Talk About Market Timing, the Better We Will Get At Doing It
Market Timing. I am for it. But what is “it”? Get The Full Series in PDF Get the entire 10-part…
Continue ReadingU.S. Billionaires’ Wealth Continues To Climb, Up $1.1 Trillion
10 Months Into Crisis, U.S. Billionaires’ Wealth Continues To Climb, Up $1.1 Trillion – Nearly 40% Get Our Activist Investing…
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