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    Friday, February 1, 2019

    Value Investing Stock Exchanges to Fire Company Building Stock-Market Supercomputer (paywall)

    Value Investing Stock Exchanges to Fire Company Building Stock-Market Supercomputer (paywall)


    Stock Exchanges to Fire Company Building Stock-Market Supercomputer (paywall)

    Posted: 31 Jan 2019 06:10 PM PST

    Leveraged Finance Resources

    Posted: 01 Feb 2019 01:52 AM PST

    Does anyone have any resources (websites, pdfs, anything) that can shed some light on assessing LBO deals from a leveraged finance point of view? I.e. from the lender's perspective? Looking to learn more about this area but can only find stuff on distressed debt, which is not the same. Thanks in advance!

    submitted by /u/Amundies
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    Munger - Daily Journal 2019 Meetup?

    Posted: 31 Jan 2019 11:53 AM PST

    I wanted to see if any Charlie Munger Groupies wanted to meet up on the afternoon/evening of Feb 13th, the day before the DJCO meeting. We can pick a place in downtown LA. Alternatively if there is an event already, then please post it here.

    submitted by /u/lloyd-berk
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    Clase magistral de Michael Porter (Spanish)

    Posted: 31 Jan 2019 01:46 PM PST

    ServiceNow (NOW) what is so good about their product

    Posted: 31 Jan 2019 09:05 AM PST

    I have listened to a few conf calls in the and thought I understood the product (used to help IT &call centers manager tasks) but clearly the company is doing something very special given how well the stock is doing and the multiple its trading at

    Has anyone taken a deeper dive or has experience using the product. This seems to be a stock you want to own if it ever goes down

    submitted by /u/abeecrombie
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    What are some of the best hedgefund short thesis out right now?

    Posted: 31 Jan 2019 07:17 AM PST

    "But how will we pay for it": a Primer on MMT

    Posted: 31 Jan 2019 11:27 AM PST

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