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Daily Journal archiveHere’s a list of top business books mentioned at the 2022 Berkshire Hathaway meeting in Omaha ( from Nick Gray via Twitter on April 2)…
Read articleA look at why “quality” trumps both “growth” and “value” in equity investing ( from Long Equity via Twitter on April 5)…
Read articleWhat every equity investor should know about “margin of safety” ( from Invest in Assets via Twitter on April 8)…
Read articleSeven timeless lessons from legendary investor Stanley Druckenmiller ( from Commonstock on April 9)…
Read articleA gentle reminder that finding great long-term investments is challenging even for the world’s best investors ( from MicroCapClub on April 13)…
Read articleVeteran value investor Chuck Akre’s “three-legged stool” model for finding stocks with 100-bagger potential ( from The Thinking Investor via Twitter on April 14)…
Read articleLegendary investor Peter Lynch’s advice on six types of stocks every investor should try to avoid ( from Commonstock via Twitter on April 15)…
Read articleHere’s a look at “one of the world’s most important companies” with “spectacular growth, fantastic future prospects, stellar fundamentals, competent management, good capital allocation, wide moat, [and] low debt” ( from Invest in Quality on March 4)…
Read articleLyn Alden, of Lyn Alden Investment Strategy , highlights the bullish case for midstream energy company Enterprise Products Partners (from the March 5, 2023 Premium Research report )…
Read articleAaron Edelheit, founder of Mindset Capital, explains why he’s bullish on consumer finance, telecommunications, and educational loan servicing firm Nelnet (NNI) ( from Mindset Value on March 9)…
Read articleHarris “Kuppy” Kupperman – chief investment officer of Praetorian Capital and founder of Kuppy’s Event-Driven Monitor – shared his bullish thesis on small-cap oil exploration and production company Journey Energy (JOY.TO/JRNGF) on the Value Hive podcast ( from Kuppy via Twitter on March 24)…
Read articleA short-selling thesis for software-as-a-service (SaaS) firm Sprout (SPT) ( from DaRazor via Twitter on April 5)…
Read articleNine under-the-radar investment opportunities in “litigation finance, defaulted debt, and expropriation claims ( from Undervalued-Shares.com on April 14)…
Read articleHere are four high-conviction long ideas from the Value Investing Club, including Delek US Holdings (DK), Dole (DOLE), IAC (IAC), and Danaos Corporation (DAC) ( from Dalius – Special Situation Investments via Twitter on April 15)…
Read articleRecent research suggests the past four decades of equity-like returns in bonds were an historical exception that’s unlikely to continue ( from the Financial Times on February 25)…
Read articleFormer senior Federal Reserve trader Joseph Wang believes U.S. Treasury market “instability” may ultimately require the Federal to resume quantitative easing (QE) to suppress government bond yields via yield curve control (“YCC”) ( via Twitter on March 2)…
Read articleU.S. Treasury market volatility was unprecedented in March ( from the Financial Times on March 30)…
Read articleThe yield on 1-month U.S. Treasury bills has plunged over the past few weeks, indicating massive demand for the government’s safest, short-term debt ( from Wall Street Silver via Twitter on April 19)…
Read articleMost analysts believe this demand for 1-month T-Bills is due to the impending debt-ceiling “showdown” in Washington, D.C. ( from Barron’s on April 21)…
Read articleHowever, some analysts – most notably Jeffrey Snider, Chief Strategist for Atlas Financial and co-host of the popular Eurodollar University podcast – disagree. Snider believes this move is actually indicative of a shortage of high-quality collateral in the global financial system ( via Twitter on April 22)…
Read articleU.S. high yield credit spreads could be headed significantly higher (from Oxford Economics/Haver Analytics via The Daily Shot on March 15)…
Read articleWhile corporate credit spreads remain relatively low for now, a majority of investment grade corporate bonds are already trading below par (from Torsten Slok/Apollo Global Management via The Daily Shot on March 15)…
Read articleTightening corporate credit conditions are likely already “baked in the cake” as banks pull back on lending ( from Bloomberg on March 21)…
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