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www.castlehalldiligence.com | ||
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www.institutionalinvestor.com
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| | | | | Investors and managers are playing a dangerous game of volatility laundering, Cliff Asness writes. | |
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realreturns.blog
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| | | | | Ever wondered why ** every single ** private equity fund has a since inception "return" of 26% annually? Looks great compared to c8-10% in the public markets n'est pas? Especially in an era of low returns! Private markets must be the way forward ... Yeah, nah, it doesn't mean what you think it means ...... | |
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behavioralvalueinvestor.com
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| | | | | "Let's take a look at what kind of businesses turn us on. And while we're at it, let's also discuss what we wish to avoid." In his 2007 Berkshire Hathaway annual letter, Warren Buffett provides us with a primer on what to look for in businesses, and on what to avoid. He also does something rare - he gives us a detailed post-mortem analysis of his 1972 purchase of See's Candies. Both have a lot of gems of wisdom for us to enjoy and learn from. | |
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occidentaldissent.com
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| | | Yedolf owns racism now | ||
