Please find below a list of some posts that have appeared on ValueWalk.com since our last email. We hope you'll enjoy reading them!
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Top-Biz-Eco Michael Novogratz: Bitcoin Is A Fascinating Story, I Think It’s Real Larry Robbins Presentation Ira Sohn Conference 2014 Govt’s Fatally Flawed Fannie Argument: Receivership Vs Conservatorship Q1 2014 Home Builder Earnings Mixed Bag: Sterne Agee Carl Icahn Talks Bill Ackman, Activist Investing And Apple Inc. Sunken Treasure Could Save Odyssey Marine Exploration From Shorts Philippe Laffont Presentation â€" Ira Sohn 2014 Conference Dan Ariely Presentation â€" Ira Sohn 2014 Investment Conference J.C. Penney Company, Inc. (JCP) Struggles, But Apparel Outperforms The Retail Index Warren Buffett Tells FBN “I Can’t Recall When I Bought An IPO†Jeff Gundlach Presentation â€" Ira Sohn Conference 2014 Third Point’s Loeb, Reza and Wilson Join Sothebys’ BoD Berkshire’s $34B BNSF Railroad Investment Nearly Doubles In 4 Years Ira Sohn Conference 2014 Einhorn, Bill Ackman, Gundlach Five Interesting Economic Stats and Charts StartupColumbia Challenge Warren Buffett And Berkshire Hathaway Highlights Should Your Life Expectancy Be Part Of Your Financial Planning? Overheating? London Sets Record With $237 Million Apartment Sale 7 investing books to read now Airbnb Has a Friend in Warren Buffett â€" Newsweek Millennial Money: How Young Investors Can Build a Fortune ValueWalk » Politics Snowden, Poitras Receive Award, Discuss Fear Iran Blocks WhatsApp Over “Zionist†Zuckerberg, Then Backtracks Malaysia Airlines ‘MH370′ Report Highlights Internal Incompetence Missing Malaysian Airplane’s Tapes Were Edited: NBC Seattle May Day Protests Lead to Nine Arrests Ukraine President Speaks Of Battles And “Many Deaths†In Slovyansk Obama And Merkel Warn Putin On Ukraine Minnesota Teen Arrested Before Planned School Attack
ValueWalk >> Business Zach Schreiber Presentation â€" Ira Sohn 2014 Investment Conference VW Staff | May 05, 2014 02:40 pm Zach Schreiber is a founding partner, portfolio manager and the Chairman, Chief Executive Officer and Chief Investment Officer of PointState Capital LP, an investment management firm founded in January 2011 by a team of investment professionals that had previously worked together at Duquesne Capital Management L.L.C. Prior to PointState, Zach was a managing director and…
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Is There a Biotech Bubble? Mauldin Economics | May 05, 2014 02:27 pm I’m bringing you a special Outside the Box today to address a very specific question that is on many investor’s minds: is there a bubble in biotech? To answer that question, Patrick Cox, editor of Mauldin Economics’ Transformational Technology Alert, teases apart the data on stock performance in the biotech space and then goes beyond the data to…
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Click here to read full article Michael Novogratz: Bitcoin Is A Fascinating Story, I Think It’s Real VW Staff | May 05, 2014 02:20 pm Michael Novogratz, principal of Fortress Investment Group LLC (NYSE:FIG), spoke with Bloomberg Television anchor Stephanie Ruhle from the Sohn Investment Conference in New York today. Michael Novogratz talked about Bitcoin, saying, “Intellectually it’s a fascinating story to me, and I think it’s real. If you look at the total market cap of Bitcoin, it’s probably…
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Click here to read full article Larry Robbins Presentation Ira Sohn Conference 2014 VW Staff | May 05, 2014 02:05 pm Larry Robbins is the Founder, Portfolio Manager and CEO of Glenview Capital Management, a $7.5B hedge fund in its 14th year of operation. Glenview is focused on delivering attractive absolute returns through an intense focus on deep fundamental research and individual security selection. Headquartered in New York City, Glenview has 73 employees, including 34 investment…
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Click here to read full article Govt’s Fatally Flawed Fannie Argument: Receivership Vs Conservatorship valueplays | May 05, 2014 01:48 pm The first paragraph of the Government’s recent filing in both the Perry Capital and Fairholme Funds is a vivid example of why they have yet to win a single ruling in this case and why their case is so weak: Providing further proof that no good deed goes unpunished, the plaintiffs in these actions seek…
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Click here to read full article Q1 2014 Home Builder Earnings Mixed Bag: Sterne Agee Clayton Browne | May 05, 2014 01:47 pm Homebuilders increased prices by an average of 13.2% in the first quarter of 2014Research firm Sterne Agee published a research report today, May 5th, highlighting a mixed bag earnings season so far for U.S. home builders. Analysts Jay McCanless and Annie Worthman point out that residential builders are reporting mixed first quarter results, with a…
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Click here to read full article Carl Icahn Talks Bill Ackman, Activist Investing And Apple Inc. Michelle Jones | May 05, 2014 01:39 pm The rivalry between Carl Icahn and Bill Ackman continued today on CNBCCarl Icahn and Bill Ackman can’t seem to pass up an opportunity to take jabs at each other. This time, it was Icahn poking fun of Bill Ackman in an interview with Scott Wapner on CNBC’s FastMoney Halftime Report. Carl Icahn versus Bill Ackman…
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Click here to read full article Sunken Treasure Could Save Odyssey Marine Exploration From Shorts Michael Ide | May 05, 2014 01:36 pm Initial dive raises hopes for an $86 million haulMeson Capital Partners LLC, headed by Ryan Morris, has been shorting Odyssey Marine Exploration Inc (NASDAQ:OMEX) since the end of October last year, and it looks like the hedge fund has a new claim to investigate. OMEX says that it brought up nearly 1,000 ounces of gold…
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Click here to read full article Philippe Laffont Presentation â€" Ira Sohn 2014 Conference VW Staff | May 05, 2014 01:17 pm Philippe Laffont is the founder and portfolio manager of Coatue Management, a global investment management firm with ca. $9 billion under management and offices in New York and Menlo Park, focused on the global technology, media, telecommunications and consumer industries. Coatue was chosen as the “Sector Fund of the Year” in 2007 and ”Specialist Fund…
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Click here to read full article Dan Ariely Presentation â€" Ira Sohn 2014 Investment Conference VW Staff | May 05, 2014 01:00 pm Dan Ariely is the James B. Duke Professor of Psychology & Behavioral Economics at Duke University. In addition to appointments at the Fuqua School of Business, the Center for Cognitive Neuroscience, the Department of Economics, and the School of Medicine at Duke University, Dan Ariely is also a founding member of the Center for Advanced Hindsight,…
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Click here to read full article J.C. Penney Company, Inc. (JCP) Struggles, But Apparel Outperforms The Retail Index Michael Ide | May 05, 2014 12:59 pm Nomura is optimistic because of strong macro trendsThe S&P Retailing Index fell 3.5% in April, compared to a 6.0% increase for the S&P 500 (INDEXSP:.INX), but the downward trend covers up some good news for the rest of the year. Discount stores in particular have benefited from better consumer confidence, and e-commerce is proving to…
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Click here to read full article Warren Buffett Tells FBN “I Can’t Recall When I Bought An IPO†VW Staff | May 05, 2014 12:47 pm FOX Business Network’s (FBN) Liz Claman spoke with Berkshire Hathaway Chairman and CEO Warren Buffett, Microsoft Corporation (NASDAQ:MSFT) founder Bill Gates and Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) Vice-Chairman Charlie Munger in a wide ranging interview following the Berkshire Hathaway shareholders meeting. Regarding whether he was interested in the Alibaba IPO, Buffett said, “I can’t recall when…
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Click here to read full article Berkshire’s $34B BNSF Railroad Investment Nearly Doubles In 4 Years Saul Griffith | May 05, 2014 09:35 am This gain in intrinsic value does not appear on Berkshire’s books, says BarclaysIf you think the man has lost his touch, think again. Warren Buffett’s ‘elephant-gun’ purchase of the Burlington Northern Santa Fe, LLC (NYSE:BNI) railroad for $34 billion in 2010 was impeccably timed (coming as it did a year off the 2008-2009 financial crisis) and…
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Click here to read full article Ira Sohn Conference 2014 Einhorn, Bill Ackman, Gundlach Jacob Wolinsky | May 05, 2014 09:30 am Ira Sohn Conference 2014: Live coverage and analysis from the May 5th event in New York, featuring David Einhorn, Bill Ackman, Paul Tudor Jones, Larry Robbins, Jeff Gundlach, and MANY other famous investorsSince 1996, the world-renowned Ira Sohn Conference 2014 has been the premier investment forum, bringing together the world’s savviest investors to share fresh insights…
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Click here to read full article Five Interesting Economic Stats and Charts Jae Jun | May 05, 2014 09:20 am Found a bunch of interesting economic and market charts that I wanted to share. Click on the image to enlarge. Any stats you agree/disagree with? Bull Market Peak Checklist. Still Room to Grow Before a Peak? | Source Current Recession and Economic Stress Indicator Checklist | Source: Unknown Changes in Spending by Bottom 20 Percent Earners…
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ValueWalk » Politics Snowden, Poitras Receive Award, Discuss Fear Mark Melin | May 05, 2014 02:45 pm Ridenhour Prize for Truth-Telling awarded to pair who detail their fears and concernsNSA whistleblower Edward Snowden and journalist Laura Poitras were awarded The Ridenhour Prize for Truth-Telling at a ceremony in Washington, DC. In a presentation broadcast on the Internet, Poitras and Snowden provided perspective on the perils of their journey exposing National Security Agency…
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Click here to read full article Iran Blocks WhatsApp Over “Zionist†Zuckerberg, Then Backtracks Mark Melin | May 05, 2014 01:08 pm Although he is an atheist, Zuckerberg's WhatsApp is initially banned by Iran, but then political liberal in Islamic nation disagrees As Los Angeles Clipper’s owner Donald Sterling is banned from the NBA for making racial comments to his girlfriend in a private phone call, the country of Iran bans Facebook Inc (NASDAQ:FB)’s Whatsapp because it…
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Click here to read full article Malaysia Airlines ‘MH370′ Report Highlights Internal Incompetence Brian | May 02, 2014 08:31 pm The Malaysian government just can't catch a break as even more evidence of mishandling missing plane piles upA new report has been released lambasting the Malaysian government and Malaysian Airlines for their handling of the missing MH370 flight. While the Malaysian government has already been slammed for its management of the missing aircraft in the…
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Click here to read full article Missing Malaysian Airplane’s Tapes Were Edited: NBC Mark Melin | May 02, 2014 05:27 pm Multiple experts say tape was doctored as questions remain about the depth of the issueNBC News is reporting that the audio recordings of radio transmissions between pilots of the missing Malaysian jet and air traffic controllers were “edited” before they were made public. Tapes “appear to be recorded by two different audio sources” Citing voice experts,…
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Click here to read full article Seattle May Day Protests Lead to Nine Arrests Paul Shea | May 02, 2014 02:12 pm May Day violence certainly isn't what it used to beProtests in Seattle marking May Day lead to nine arrests according to the city’s police spokesperson. The first of may is celebrated annually as International Labor Day, and is often accompanied by protests from the various movements that associate themselves with labor causes. Seattle seems to…
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Click here to read full article Ukraine President Speaks Of Battles And “Many Deaths†In Slovyansk Brendan Byrne | May 02, 2014 01:45 pm Ukrainian forces launched a counterattack today against militants who support Russia in the city of Slovyansk and elsewhere.At roughly the same time that German Chancellor Angela Merkel and U.S. President Barack Obama were holding a joint press conference, Russia was calling a meeting of the United Nation’s Security Counsel, the Acting President of the Ukraine,…
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Click here to read full article Obama And Merkel Warn Putin On Ukraine Clayton Browne | May 02, 2014 01:30 pm Ukraine situation devolving into violence, Obama and Merkel warn Russia of sectoral sanctionsGerman Chancellor Angela Merkel traveled to Washington D.C. Friday morning for a meeting with President Obama at the White House. The two leaders spoke to reporters after meeting for nearly an hour and a half in the Oval Office. President Obama said most…
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