| Collection of Bridgewater Associates'...Came across this link through a newsletter - it provides links to Bridgewater Associates' writings from 1999 to 2012, mostly on macro themes. I myself am not hugely into macro, but reckoned some on WSO might find it interesting so sharing it here.
Link: Collection of Bridgewater's Writings|| 1 year 4 months|
| Observations of a PE AnalystEdit: The following pertain to my personal experience in private equity in a region outside of the US. Continue reading only if you are interesting in knowing about something that does not conform to generally accepted norms in PE.
During my relatively short time working as an investment analyst...|| 1 year 6 months|
| R.R. Martin: The Rolling Stone InterviewGoddamn, it's good to get a peek into the mind of one of the most loved/hated authors alive today. George R. R. Martin, author of the 'A Song of Ice and Fire' series, opens up in a riveting interview with the Rolling Stone magazine.
It's a great insight into Martin's history and his views on...|| 1 year 7 months|
| Seth Klarman on Beta - Inviting Contrarian ViewsIn his legendary book 'Margin of Safety', Seth Klarman deplores the use of beta as a measure of risk. He argues that beta is simply a measure of historical volatility of a stock and doesn't say anything about 'risk' in its literal sense.
For instance, a low priced security may have a...|| 1 year 7 months|
| I'm bored outta my mindWhat the title says. Deal flow is negligible and I'm waiting for investors/management to respond on the few active deals. Bored of tweaking models, browsing BI, reading The Economist... Already reached 4096 on the 2048 game a few weeks ago. What the hell do I do now?
C'mon, WSO, you're my last...|| 1 year 7 months|
| Use of EBITDA - Sensible or Flawed?Earlier today I was reading Buffet's 2013 annual letter to shareholders of Berkshire Hathaway, and one tiny, miniscule point caught my eye:
[quote]Our definition of coverage is pre-tax earnings/interest, not EBITDA/interest, a commonly-used measure we view as seriously flawed.[/quote]
Well,...|| 1 year 8 months|
| Separate forum for technical questionsUsers (including me) often post technical questions related to financial analysis and what not, that are sometimes not specific to a particular industry. Could we have a separate forum for such kind of questions? It might be good to have them all in one place, unless they're very specific to a...|| 1 year 8 months|
| Text formatting on WSOJust wondering if we can have standard text formatting options in button-format on WSO. It's rather cumbersome to use the code every time emphasis is required. Is it possible to have the most basic options like bold, italics, underline and bulleted/numbered lists as buttons?
Another unrelated...|| 1 year 9 months|
| Thinking like an Investor: The key financial...I've quite often come across the phrase "thinking like an investor" in books and here on WSO, "not thinking like an investor" seems to be a fairly recurrent reason cited for getting dinged in a PE interviews. It's quite natural, since it is not something that one can pick up from a banking stint....|| 1 year 9 months|
| Quick Help - PDF to ExcelNeed to bring some data tables from PDF to Excel - someone know any good and reliable resource? I tried googling but half of the websites need an account and the other half is shit.
I don't mind paying for a software that I can download, but just need it to be reliable. Thanks!|| 2 years 1 week|