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    Home Unlabelled Value Investing Bridgewater associates - Is stagflation next? A conversation with Co-CIO Greg Jensen

    Value Investing Bridgewater associates - Is stagflation next? A conversation with Co-CIO Greg Jensen

    July 09, 2020

    Value Investing Bridgewater associates - Is stagflation next? A conversation with Co-CIO Greg Jensen

    Bridgewater associates - Is stagflation next? A conversation with Co-CIO Greg Jensen

    Posted: 08 Jul 2020 02:27 PM PDT

    MineSafetyDisclosures: Updated 13F Screener

    Posted: 08 Jul 2020 12:23 PM PDT

    I wanted to share some updates to the 13F Screener I built and posted a few years ago:

    • 1,200 new funds/investors
    • 13F forms now post the same day they are released
    • More accurate financial data
    • New Stock Screener, which lets you search for a stock and see which investors own it

    For those interested, I rewrote the program using Python, and then wrote another program to lookup the financial data via a proper API. From there it gets saved to a dataframe/CSV, and then Tableau is used to visualize the data.

    If anyone has suggestions for new features, please let me know.

    submitted by /u/SlowAppreciation
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    The Slack Social Network

    Posted: 08 Jul 2020 07:35 AM PDT

    Alaris Holdings (JSE:ALH) - A South African RF tech company which draws 90% of revenue from EUR & USA, yet is priced with SA Inc. status.

    Posted: 08 Jul 2020 08:54 AM PDT

    Proving corporate innovation is declining in a chart. Ideas?

    Posted: 08 Jul 2020 11:11 AM PDT

    Hey everyone. Would appreciate some hive mind input here. The objective is to prove a hypothesis that corporate innovation in the US is declining and the R in corporate R&D spend is effectively being outsourced to VC's. I don't have access to a Bloomberg terminal but here is my idea:

    • Get total R&D expense to sales (which I hope is declining over time).
    • R&D is rarely broken-out (right?). So to proxy my hypothesis that R is falling relative to corporate sales, we can use M&A activity as % of CFO or something.
    • If M&A activity is increasing but R&D is flattening or falling, we can infer that new R spend is effectively being outsourced to VC's. (i.e. buying up the winners at series-b round)
    • Breakout using any of the S&P 500 sector ETFs as whole SP might be wacky. Pharma, for example, will likely look way different (right?)
    • There could be one hangup whereby off-balance-sheet corporate VC obscures a trend.

    Any thoughts?

    submitted by /u/worldofinflation
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