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    Thursday, February 8, 2018

    Value Investing Can you handle the retail madness of an American mall? (video game)

    Value Investing Can you handle the retail madness of an American mall? (video game)


    Can you handle the retail madness of an American mall? (video game)

    Posted: 07 Feb 2018 08:13 PM PST

    Horseman Capital - Where next for the Yen? The world has never been shorter Japanese Assets

    Posted: 08 Feb 2018 12:28 AM PST

    New Strong Sell report on REIT Realty Income Corp. from noted short seller Spruce Point Capital Management

    Posted: 07 Feb 2018 11:01 AM PST

    What Really Happened to XIV

    Posted: 07 Feb 2018 04:06 PM PST

    Damodaran Spring 2018 Classes

    Posted: 07 Feb 2018 07:01 PM PST

    Has anyone heard of the 2018 classes starting soon or is he not teaching it this year?

    submitted by /u/CatMan199
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    If you had to pick 3, which 3 shareholder letters do you pick to read?

    Posted: 07 Feb 2018 10:19 AM PST

    Personally looking for a few more and seeing what influences you guys. I don't have the time to read all of them and I'd like to add a few more to my list.

    Mine:

    KKR

    Bill Miller

    Barons Roundtable

    What are yours?

    submitted by /u/shoozqs
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    Why do a company's adjusted earnings add back in "stock comp"? This makes no sense to me.

    Posted: 07 Feb 2018 09:49 AM PST

    Looking at SNAP today. Why in the world would they add back stock comp to their adjusted numbers? Are the managers willing to work in the future without comp? Is this a "one-time" expense? Very confused.

    submitted by /u/___8____
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