competitiveadvantages
Recently, I was invited to speak to the undergrad students at the Business-School (Collett School of Business) of the University of Alabama (UAB) at Birmingham. Like most kids of their age, these 20-somethings were trying to figure out a career path after graduation. And so, after a brief presentation followed by a robust Q&A session, as I was preparing to head back to my room, a few students started peppering me with questions: some questions were about investing, some about investment banking, and others about my career to this point. Q3 2022 hedge fund letters, conferences and more One part...
ValueWalk
Since 1960s, dividends have increased at a steady pace. Perhaps due to inflation, perhaps due to the end of the Gold Standard, perhaps due to changes in the types of industries. Q2 2021 hedge fund letters, conferences and more Equities Can Deliver A Good Inflation ProtectionAs an investor, I buy shares in companies that sell goods and services to consumers, and earn a profit in the process. Many of these companies have competitive advantages, which would allow them to pass on any sustainable cost increases to the final customers by raising prices. This means that equities could turn out to del...
ValueWalk
When I listen to investors and clients talk about investing, I am constantly surprised by the lack of understanding. In fact I do not think I have ever heard any investor really grasp the cause of great returns or poor results. So whether you are a client or an investor, please read on. Once I explain this, things will make a lot more sense. Q1 2021 hedge fund letters, conferences and more Investing is like any other Industry - But Worse!In biology and in business we hear a lot about competition and even hyper-competition. Basically, everyone is looking to get more for themselves; which means ...
ValueWalk
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