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 hurricanecapital.wordpress.com
Links: Michael J. Mauboussin - Hurricane Capital
| | valueandopportunity.com
Some links 14/2024 | value and opportunity
2.5 parsecs away

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| | Prof. Damodaran with some reflections on how AI will impact the investment analyst profession Nice deep dive into recently UK listed CK Infrastructure from Bos Invest Cliff Asness from AQR thinks that markets have become less efficient over time Remitly looks like a potentially interesting Fintech stock The boom time of dating apps is (long)...
| | www.valueinvestingworld.com
Value Investing World: Charlie Munger quote (complexity and overconfidence)
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| | Mentioned by Peter Bevelin in my 2009 interview with him (and it reminds me of THIS Warren Buffett quote from this year's Berkshire Meetin...
| | www.valueinvestingworld.com
Value Investing World: Selling Cash-Secured Put Options
2.8 parsecs away

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| | [This article is also posted on Seeking Alpha HERE .] Selling puts on stocks can be a good way to either gain some yield and/or try and buy ...
| | awealthofcommonsense.com
Talk Your Book: Creating a Buffer - A Wealth of Common Sense
6.6 parsecs away

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| Today's Animal Spirits: Talk Your Book is presented by Innovator ETFs: We discuss: Surviving the upside when trying to hedge the downside The ideal client for a hedging strategy Using options to provide a buffer on the downside and capping the upside Why the payouts of a structured product are typically more appealing than the...