Value Investing John Kay talk on history of economic rationality, what economists got right, wrong, and missed altogether |
- John Kay talk on history of economic rationality, what economists got right, wrong, and missed altogether
- Value Investing Claims Another Casualty as $5 Billion SPO Shuts (Bloomberg)
- Four centuries of return predictability
- Short Youngevity (YGYI) - a MLM with extremely aggressive "earnings management"
- Overfitting & Underfitting - Machine Learning in Equity Investing
- Can someone explain the Maiden Lane transactions to me?
- Fir Tree Partners - Presentation on Halcon Resources
- Improving Factor-Based Quantitative Investing by Forecasting Company Fundamentals
| Posted: 25 Oct 2018 04:07 PM PDT |
| Value Investing Claims Another Casualty as $5 Billion SPO Shuts (Bloomberg) Posted: 25 Oct 2018 02:19 PM PDT SPO - one of the originals. Surprised and saddened to see it. [link] [comments]  |
| Four centuries of return predictability Posted: 25 Oct 2018 04:04 PM PDT |
| Short Youngevity (YGYI) - a MLM with extremely aggressive "earnings management" Posted: 25 Oct 2018 05:46 PM PDT Hey everyone, You can find the research below. Feel free to lend thoughts. [link] [comments]  |
| Overfitting & Underfitting - Machine Learning in Equity Investing Posted: 25 Oct 2018 06:18 AM PDT |
| Can someone explain the Maiden Lane transactions to me? Posted: 25 Oct 2018 12:05 PM PDT So during the financial crisis, the Fed and JPM loaned money to Maiden Lane LLC to buy Bear Stearns' risky mortgage backed securities, before the rest of the company was bought out by JPM. Maiden Lane then unwound these assets over the course of a decade and recently repaid their loans back in full, according to my understanding. I am curious if anyone is familiar with how they actually did this. I have been reading through the Fed's website on Maiden Lane over at: https://www.newyorkfed.org/markets/maidenlane.html#tabs-2 I thought these securities went basically to zero when the housing market collapsed and the underlying loans started to default? How was Maiden Lane able to unwind these assets and pay back the loan in full if they were worthless? Moreover shouldn't these securities have decayed in value substantially over the course of a decade? [link] [comments]  |
| Fir Tree Partners - Presentation on Halcon Resources Posted: 25 Oct 2018 06:17 AM PDT |
| Improving Factor-Based Quantitative Investing by Forecasting Company Fundamentals Posted: 25 Oct 2018 08:28 AM PDT |
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