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    Saturday, December 2, 2017

    Value Investing What 2 - 3 companies or industries taught you the most about investing?

    Value Investing What 2 - 3 companies or industries taught you the most about investing?


    What 2 - 3 companies or industries taught you the most about investing?

    Posted: 01 Dec 2017 08:46 PM PST

    I'm interested in compiling a list of companies or industries to analyze as case studies and am curious whether there are any that stand out to you in particular as having helped you develop your investing skills the most or provided insights that continue to be helpful today.

    submitted by /u/bleghscu123
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    If you had 100k to put into one stock right now to hold for the rest of your life, what would it be?

    Posted: 01 Dec 2017 03:54 PM PST

    What are your thoughts regarding the tax bill that just passed?

    Posted: 02 Dec 2017 03:09 AM PST

    I asked this question in /r/investing, and got garbage responses. What do you think the good and bad of this is?

    submitted by /u/Severian_of_Nessus
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    Successful value investing firms in Boston

    Posted: 01 Dec 2017 07:30 AM PST

    Baupost is the obvious one, but I wonder who else is based or has an office in Boston? Referring to equity investors. Thanks

    submitted by /u/sjulz31
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    The Rise of the Yuan and The End of the Oil Exchange Standard

    Posted: 01 Dec 2017 09:49 AM PST

    Value Investing Firms in NYC?

    Posted: 01 Dec 2017 12:14 PM PST

    Inspired by the Boston thread.

    Ruane, Cunniff & Goldfarb is the obvious one, but I wonder who else is based or has an office in NYC? Equity investors/cross capital structure investors.

    Mostly referring to the not-super well known ones (I.e Greenlight, Omega Advisors) or the ones who claim to be a value shop (looking at you Pershing).

    submitted by /u/B-Andretti
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    Does anybody know Vitaliy Katsenelson's performance record?

    Posted: 01 Dec 2017 06:43 AM PST

    This guy is pretty vocal in the value community and runs ValueXVail. I'm curious if anyone has ever seen his track record? Is this a Hussman situation/super vocal but bad track record? I don't have reason to think his record is bad, I just can't find anything about it.

    Vitaliy's firm, Investment Management Associates (no brownie points for creativity), doesn't seem to file a 13-F so it appears they have <$100m in aum. Thanks in advance for help.

    submitted by /u/glacierstone
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    Tudor to Shutter Discretionary Macro Fund in Restructuring

    Posted: 01 Dec 2017 10:07 AM PST

    Is net debt inclusive or exclusive of liabilities such as Accounts Payables and Deferred Taxes?

    Posted: 01 Dec 2017 08:20 AM PST

    I'm seeing conflicting info about this. Is net debt simply made up of bonds and bank loans, or is it inclusive of all liabilities such as Payables and Deferred Taxes?

    Hope someone can clear this up for me.

    submitted by /u/learner1314
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