Value Investing Herbalife's stock soars 7% on report Ackman has unwound his entire $1 billion short bet |
- Herbalife's stock soars 7% on report Ackman has unwound his entire $1 billion short bet
- Bain Capital - GLOBAL PRIVATE EQUITY REPORT 2018
- Einhorn's Greenlight Hedge Fund Down 12% After February Loss
- Eisman: U.S. Bank Outlook Is Best Since 1990s
- Using dataroma to build value portfolio
- Researching foreign non-public companies
- Yatra - Indian OTA neglected by Mr Market
- Sales & Trading at BB
| Herbalife's stock soars 7% on report Ackman has unwound his entire $1 billion short bet Posted: 28 Feb 2018 05:24 PM PST |
| Bain Capital - GLOBAL PRIVATE EQUITY REPORT 2018 Posted: 01 Mar 2018 02:41 AM PST |
| Einhorn's Greenlight Hedge Fund Down 12% After February Loss Posted: 28 Feb 2018 06:23 PM PST |
| Eisman: U.S. Bank Outlook Is Best Since 1990s Posted: 28 Feb 2018 05:23 PM PST |
| Using dataroma to build value portfolio Posted: 28 Feb 2018 05:39 PM PST Hey everyone, Im just a cfa level 1 candidatw and ive been overweight cash for a few years and now im starting to reaize that i need to start buying more equities given my long time horizon. I want to follow value investors and am considering just doing 30% s&p and 20% brkb. And the rest a weight of the 15 holdings from dataroma top holdings and rebalance once a year. Anyone know how to calculate whether this makes sense from a covariance standpoint and risk standpoint? Thanks! [link] [comments]  |
| Researching foreign non-public companies Posted: 28 Feb 2018 07:24 PM PST What are the resources one can use to research information on foriegn non-public companies. Reason is american sources will not necessarily contain as complete information on foreign companies as material produced locally in individual countries. For example, for UK , you can look up into government data base where companies disclose their financials , and other relevant information. https://www.gov.uk/government/organisations/companies-house I am curious to know what are other resources we can access for other countries Mexico, Germany, France, Australia,Spain. This should help anyone interested in doing due diligence on acquisitions US companies do outside of US. [link] [comments]  |
| Yatra - Indian OTA neglected by Mr Market Posted: 28 Feb 2018 11:54 AM PST |
| Posted: 28 Feb 2018 07:21 AM PST Hello all - I just received an offer at a top BB in NYC for the incoming analyst class. The way the program works is you do 2 one year rotations on pretty much any desk as well as within both Sales & Trading. I wanted to come here to ask for advice as well as hear your thoughts on what product/desk I should get into if i have more of a Macro view in terms of my investing approach. I enjoy reading more about the economics of countries and analyzing economic data to determine which sectors/countries will benefit the most from the global picture rather than creating a DCF model on a specific distressed company. If you all could start your careers over and was in my position knowing what you know now and how the Markets world is changing - what desks would you look into? I wouldn't want something that doesn't develop "tangible" skills and is a super flow business such as a Rates Salesperson or like a high touch agency equity flow trader - as well as I am scared of automation down the road in certain areas. What sort of desk should I begin to network with given this situation? I have met with some people in Corporate FX and that team seems very interesting to me as well as the Delta One Trading desk. Let me know your thoughts! Would love to hear your views [link] [comments]  |
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