General Discussion

12,126 topics in this forum

1. Best Companies in China are Cheaper than the US

   By gary17, May 7, 2018
   • 19 replies
   • 11.5k views
   • 
   • Spekulatius
   • June 22, 2018

2. Your Username/Persona.

   By doughishere, June 20, 2018
   • 6 replies
   • 3.7k views
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   • Pelagic
   • June 21, 2018

3. Anybody know of any good studies on trade?

   By flesh, June 19, 2018
   • 3 replies
   • 1.8k views
   • 
   • flesh
   • June 20, 2018

4. Special Situations Contest (with $1,000 monthly prize)

   By oplia, May 8, 2018
   • 2 replies
   • 2.5k views
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   • oplia
   • June 20, 2018

5. Can an EPS-accretive deal be value-dillutive?

   By roark1211, June 15, 2018
   • 9 replies
   • 5.8k views
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   • LongHaul
   • June 19, 2018

6. This woman is really amazing! 1 2 3 4 11

   By giofranchi, July 2, 2015
   • 265 replies
   • 116.5k views
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   • Liberty
   • June 19, 2018

7. Form 4 math not adding up?

   By Grant, June 18, 2018
   • 0 replies
   • 7k views
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   • Grant
   • June 18, 2018

8. Graham’s “ever-normal granary”, supply management, Fed Reserve actions

   By KinAlberta, June 18, 2018
   • 1 reply
   • 1.6k views
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   • Cigarbutt
   • June 18, 2018

9. Questioning PTSD

   By rukawa, April 15, 2018
   • 14 replies
   • 6.1k views
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   • Jurgis
   • June 15, 2018

10. Strong fundamental European long/short equity investors

    By tol1, April 6, 2018
    • 14 replies
    • 5.4k views
    • 
    • Valuebo
    • June 14, 2018

11. Sam Hinkie Letter

    By eclecticvalue, April 7, 2016
    • 16 replies
    • 9.5k views
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    • Patmo
    • June 14, 2018

12. 10 Year Bond Yields 1 2 3

    By Viking, January 20, 2018
    • 50 replies
    • 19.6k views
    • 
    • EricSchleien
    • June 14, 2018

13. Has B.C. crossed the Rubicon ?

    By deadspace, June 10, 2018
    • 13 replies
    • 5.4k views
    • 
    • rb
    • June 13, 2018

14. beating the market - not what it used to be 1 2 3 4

    By tede02, May 9, 2018
    • 86 replies
    • 26.5k views
    • 
    • alwaysdrawing
    • June 12, 2018

15. Starting a (Family) Investment Partnership

    By jay21, June 30, 2013
    • 8 replies
    • 11.8k views
    • 
    • StockDuck13
    • June 12, 2018

16. U.S. Investors Act as If Markets Owe Them Something

    By doughishere, June 10, 2018
    • 3 replies
    • 2.2k views
    • 
    • AzCactus
    • June 11, 2018

17. Why 5 years sunset clause is a show stopper?

    By alertmeipp, June 10, 2018
    • 15 replies
    • 4.9k views
    • 
    • Spekulatius
    • June 11, 2018

18. Avoiding taxes on employee bonuses

    By chrispy, June 11, 2018
    • 1 reply
    • 1.6k views
    • 
    • LC
    • June 11, 2018

19. Steve Jurvetson interview (podcast)

    By Liberty, June 9, 2018
    • 0 replies
    • 1.7k views
    • 
    • Liberty
    • June 9, 2018

20. New Essay: A Few Thoughts on Banks 1 2

    By racemize, June 7, 2018
    • 25 replies
    • 8.2k views
    • 
    • Spekulatius
    • June 9, 2018

21. How Brand Loyal Are You To Your Bank?

    By Viking, June 8, 2018
    • 14 replies
    • 5.5k views
    • 
    • Spekulatius
    • June 9, 2018

22. Ben Thompson presentation at the Code conference (2018)

    By Liberty, June 7, 2018
    • 0 replies
    • 2k views
    • 
    • Liberty
    • June 7, 2018

23. Charity Recommendations 1 2 3

    By NormR, December 3, 2013
    • 51 replies
    • 24.2k views
    • 
    • Jurgis
    • June 7, 2018

24. Desirability of Quota Share vs. CAT bonds

    By Packer16, June 4, 2018
    • 3 replies
    • 3.2k views
    • 
    • Cigarbutt
    • June 7, 2018

25. Traditional metrics like P/E and P/B are effectively broken

    By LC, June 6, 2018
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 6, 2018