1. Search Results

  2. Breaking into buy-side equity research- my experience

    This will be my very first post to this forum, which is admittedly dedicated more to banking and private equity rather than investment research. Given the dearth of content on buy-side equity research (understandable given the small size/low turnover of t ...

    76 comments - 39 silver bananas - Aug 4 2018 - 2:00pm -

  3. Best Books to Help Your Investing Skills

    Hello all, this was my first post (mod just now added to frontpage) so go easy on me. And full disclosure, none of these books is a silver bullet, just a good arrow to have in your quiver. If you're investing others' money, there's no subst ...

    113 comments - 8 silver bananas - Feb 9 2017 - 5:13pm -

  4. You're given $100,000 to invest in 1 sector/asset class as of September 2015. How would you invest?

    I was asked this question in an interview, curious to see how some of you monkeys would tackle the Q...? value investing ...

    49 comments - 0 silver bananas - Jun 11 2016 - 8:09pm -

  5. Sourcing Investment Ideas

    Hey guys, I'm going to be working on a stock pitch for a student value fund. I'm looking for some small caps names and I was wondering how other people go about picking companies to look into, you obviously can't just go around reading a wh ...

    85 comments - 1 silver bananas - Mar 29 2017 - 3:51pm -

  6. Value vs. Growth Investing

    Obviously these two investment styles are derived from different schools of thought and have both had their successes and shortcomings over the past 30 years. How do you distinguish these mindsets for investors? Do you find yourself partial to one or do y ...

    66 comments - 0 silver bananas - Oct 25 2017 - 2:46pm -

  7. If Not DCFs, Then What is Used?

    Hi, I apologize if this is a stupid/noob question, but one thing that I found interesting is that a lot of hedge fund and even Equity Research Analysts that I spoke with (which admittedly isn't a ton) said that they barely use DCFs when figuring out ...

    44 comments - 1 silver bananas - Jan 22 2018 - 6:58pm -

  8. Columbia Value Investing Program Placement

    I know this has been covered previously, just thought I would bring it back up since I'm considering this program. How is this program viewed from perspective employers? Without prior buy-side or equity research experience would this program be a goo ...

    86 comments - 0 silver bananas - Oct 10 2016 - 4:44pm -

  9. Hedge Fund Guru Answering Inbox Questions Here. Thanks Mr. Pink Money

    Some of these messages are very old but I'm going to answer them anyway b/c I'm in a helpful mood. Question: How would I know what the career path for [this particular hedge fund]? Every fund has their own "career path"...it just depen ...

    97 comments - 26 silver bananas - Oct 15 2012 - 2:10pm -

  10. Is Volkswagen a good value buy?

    Volkswagen (VOW) is now trading at $118, down 53% from it's 52-week high of $254, with a P/E ratio of 5.5. The penalty from the emissions scandal could be as high as $18B, but I expect a company such as Volkswagen, which does in excess of $200B per y ...

    25 comments - 0 silver bananas - Sep 24 2015 - 5:06pm -

  11. WSO's Most Wanted CEOs

    Inspired by a recent employer attractiveness survey, Jorge, an obscure yet devastatingly handsome writer for the world's premiere finance community, Wall Street Oasis, has decided to run a survey on who are the most attractive CEO's in Wall Stre ...

    36 comments - 0 silver bananas - Nov 10 2010 - 7:33pm -

  12. WSO: Behind the Scenes

    Greetings guys, So Eddie and I just wrapped up another episode of NSFW and I hope you enjoy it. This creates the perfect segue into something that's been on my mind lately. I want to take this quick snippet of your Saturday to point out something tha ...

    31 comments - 2 silver bananas - Nov 13 2010 - 3:17pm -

  13. Tiger Cubs

    I wanted to ping the WSO community and see if there are any users here that are analysts in the Tiger Cub network and would offer some insights. I work for a L/S fund with a value focus and our analysts have very little interaction with other funds. We sp ...

    22 comments - 1 silver bananas - Feb 23 2018 - 1:25pm -

  14. Tuesday's Great Debate: Soros, Buffett, and Models

    The Black Swan author Nassim Taleb was in Canada last week for the Salon Speakers series and was asked by an audience member; if given a choice between investing with Buffett and billionaire investor George Soros, who would he pick? The former prop trader ...

    28 comments - 0 silver bananas - Sep 28 2010 - 5:24pm -

  15. Are Individual Investors Stupid?

    Is the average American investor an idiot? I found myself pondering that question yesterday as I tried not once, but twice (unsuccessfully, I might add), to edge myself into some DXD calls between the spread. This is a trade I've already been burned ...

    26 comments - 0 silver bananas - Aug 5 2010 - 8:30am -

  16. What does it take to be a competent investment analyst?

    A competent analyst is one who has an above-average ability to generate satisfactory investment returns (well know examples will include Ben Graham, Walter Schloss, Warren Buffett etc.). While I am too young into the industry to be passing pronouncements ...

    15 comments - 6 silver bananas - Jul 12 2015 - 5:00pm -

  17. Noob Value Investing Questions

    Hi, As the title says, I hope these questions aren't completely stupid, but basically, I have been developing an interest in value/fundamental investing, and I was wondering about a couple of things: What styles are associated with non-quantitative, ...

    37 comments - 0 silver bananas - Jun 6 2011 - 3:14am -

  18. Is the CFA useless for value investors?

    Investors such as a Buffett and Klarman don't believe in Modern Portfolio Theory, CAPM etc. Buffett calls it "Alice in Wonderland" and Klarman states that he does not even know how to calculate Beta. So if one is a value investor, would it ...

    31 comments - 0 silver bananas - Apr 17 2012 - 6:03pm -

  19. Dejected, Rejected from Dream Job.

    Hey guys, I'm pretty down right now. Yesterday I received an email that I was not being presented an offer for my dream job as a buy-side equity analyst at a value investing shop. I'm not really sure what I'm hoping to get out this thread o ...

    13 comments - 2 silver bananas - Apr 11 2016 - 1:20am -

  20. Value investing myths

    If something is repeated often enough people will eventually start to believe it.   Buffett always buys "good" companies, and Graham bought companies on the verge of bankruptcy.  Investors who buy into good companies doen't need to worry ab ...

    13 comments - 5 silver bananas - Nov 9 2014 - 11:00am -

  21. The Stockpicker’s Checklist

    There's been more than a few questions floating around WSO about the interview Stock Pitch. How to do it? What to look for? Does it really matter? Well, Mebane Faber of Cambria Investment Management has laid out an excellent basic guide on stock pick ...

    16 comments - 8 silver bananas - Jun 27 2011 - 11:08pm -

  22. MBB vs Fundamental Investing Asset Manager: Learning, Pitfalls and Exit Ops

    How do you view an MBB analyst program vs an investment analyst at an asset manager for a Pre-MBA candidate? Specifically, experience at a value investing shop managing close to $3Bn vs a vanilla MBB analyst gig. On the face of it, MBB has the edge with b ...

    12 comments - 0 silver bananas - Apr 29 2015 - 10:03am -

  23. Berkshire without Buffett?

    In the past few months there's been myriad speculation on how Apple would fare without Steve Jobs; with the man being synonymous with the company he founded, some have argued that without him it wouldn't hold its high valuations, and some, perha ...

    11 comments - 0 silver bananas - Feb 26 2011 - 7:38pm -

  24. Saturday Showdown: Einhorn, Berkowitz, and Japanese Idols

    It's a rare event when 2 big names in finance square off over a stock, and even rarer still that they take the battle public. And that's what's been going on lately when Fairholme Capital Management's Bruce Berkowitz took on Greenlight ...

    11 comments - 2 silver bananas - Oct 16 2010 - 6:10pm -

  25. Undergrad Interested in Value Investing Career- Where to start?

    I'm currently reading through Benjamin Graham 's The Intelligent Investor and I think I would like to pursue a career in AM that uses the investing guidelines he gives in the book. However, as a junior undergrad in the SF area, I am not sure wha ...

    9 comments - 0 silver bananas - Dec 31 2009 - 8:38pm -

  26. Value Investors wanted (in Paris)

    Value Investing Club- membership offering You want to become a value investor and would like to join a group of like-minded individuals? This may be the right place for you. We are 3 young professionals willing to enhance our investing skills in a group s ...

    6 comments - 10 silver bananas - Mar 26 2017 - 4:21pm -

  27. Is every speaker at VIC a BSD?

    VIC = Value Investor Congress Trying to do some additional research on a BS job I'm applying for with a PM who has spoken at VIC. How prestigious is this? I know the top brass speaks there but I don't want to extrapolate based on that fact alone ...

    8 comments - 0 silver bananas - Jan 2 2013 - 9:15am -

  28. Value investing congress 2012 and the einhorn

    does anybody know how to watch a live video feed of david einhorn speaking right now at the value investing congress? or at least a replay afterwards...i don't feel like only reading blogs david einhorn value investing ...

    8 comments - 0 silver bananas - Oct 2 2012 - 10:45am -

  29. Why did Seth Klarman stop printing Margin of Safety?

    What reason did Seth Klarman have for not allowing his book to be printed anymore? value investing seth klarman ...

    8 comments - 1 silver bananas - Jul 22 2012 - 2:29pm -

  30. Rule of Maximim Valuation for Senior Issues **Help**

    Hello all. I am reading Security Analysis and I am having some trouble understanding the "rule" mentioned in my the title of this thread. For some of you who may find this stuff easy, please be easy on me... i am not a finance major.:p Okay, so ...

    8 comments - 0 silver bananas - Jan 1 2012 - 1:35am -

  31. Managing AUM less then 100M

    Chaplin Capital's investment strategy is event-driven and value-oriented, specializing in the identification and analysis of securities likely to experience a change in value resulting from market catalysts. The firm's investment activities may ...

    5 comments - 1 silver bananas - Feb 10 2018 - 9:59am -

  32. 3 Reasons You Should Buy Financials In The Second Half Of 2015

    In a year where a great amount of value has been lost in investments such as Energy, Basic Materials, and Utilities; value can be found in those that benefit from the inevitable Fed actions taking place later this year. The Financials sector has grown a m ...

    6 comments - 0 silver bananas - Aug 12 2015 - 11:05am -

  33. Global deep value funds

    Hi I am returning to the US after several years of working in China. Am looking for global deep value funds that would allocate to Asia, something along the lines of Brandes or Third Avenue, but smaller and more flexible. Would appreciate it if anyone her ...

    5 comments - 1 silver bananas - Jun 8 2017 - 12:17pm -

  34. Value Investing 101 (how to value a company)

    This post isn't for most readers, drop back in a day or two, there will be an interesting bank profiled.  I have had a number of emails recently from readers asking some basic value investing questions, and I thought I might put a simple resource out ...

    5 comments - 4 silver bananas - Oct 22 2013 - 10:45am -

  35. HOW DO I DO CHANNEL CHECKS??

    I'm a senior in college who has been managing a small PA for the past couple years. I adhere to a deep value/special situations strategy. While I'm not a big fan of getting on the phone and speaking with people I don't know, I always make i ...

    5 comments - 0 silver bananas - Aug 20 2015 - 2:54pm -

  36. David Einhorn on ROE

    Most people here have probably heard of David Einhorn, the infamous hedge fund manager who shorted Lehman Brothers. But to most other people who don't know what a hedge fund is, I'd say that he's an investor. Everyone knows what an investor ...

    5 comments - 0 silver bananas - Aug 18 2012 - 2:45pm -

  37. Equity Research Value Investing

    I'm currently a student in college and am extremely interested in equity research, but also have a fondness for value investing. I've read and continue to read many books on the subject. For most Equity Research positions on the buy-side, would ...

    5 comments - 0 silver bananas - Jun 13 2014 - 1:02am -

  38. How long should it take to analyze a company for investment decisions

    For HF that adopts variety of fundamental approach to investing, studying/analyzing a company is often a must. My question is how long does it usually take for hedge fund (like Greenlight Capital) to analyze a company to arrive at a investment decision? i ...

    5 comments - 0 silver bananas - Feb 15 2013 - 4:01pm -

  39. Warren Buffett Letter Summaries

    Hi everyone, I recently began reading the Buffett letters upon recommendation from a friend. They provide, with competition only from Intelligent Investor, the most clear, humorous, and useful investing advice I've ever seen. There is a reason they a ...

    4 comments - 0 silver bananas - Jul 7 2015 - 2:08pm -

  40. Undergrad Investor

    Hi everyone, I am a senior in college and have been investing my personal account for the past 1 1/2 years with some success. I was wondering if anyone else here on WSO invests and is interested in forming some sort of micro-cap investment group to share ...

    4 comments - 0 silver bananas - Jul 6 2015 - 4:11pm -

  41. Greek Banks?

    I am thinking about making a small move into Greek Banks. Looking at BPIRY. Seems like a Grexit is unlikely and that the few remaining big banks are primed for a rebound once the current situation calms down with the new socialist party in control. Curiou ...

    4 comments - 0 silver bananas - Feb 16 2015 - 11:21am -

  42. Value Giants on Video

    To the Value guys, not sure if you've seen this, but anyway this one's for you. I wrote about these two value investors a few months back and, looking for updates on their battle over St. Joe (which Einhorn looks to be winning- barely), I stumbl ...

    4 comments - 0 silver bananas - Dec 6 2010 - 7:19pm -

  43. One Up on Wall Street

    Hey everyone, thanks again for all the help and advice I've got on WSO. I have to read Peter Lynch's One Up on Wall Street and was wondering if anyone could PM me a pdf, thanks so much? value investing growth investing First time investing ...

    4 comments - 0 silver bananas - Mar 17 2014 - 12:30pm -

  44. Technology and investment?

    Here is my predicament: I'm a college freshmen with a passion for investment and engineering. However, I have no interest in becoming a venture capitalist. I enjoy solving complex and multifaceted problems. I'm thinking about majoring in economi ...

    4 comments - 0 silver bananas - Dec 26 2012 - 4:26pm -

  45. Old School Value

    www.oldschoolvalue.com Anybody ever hear of this site? I've always been a fan of Ben Graham/Warren Buffett value investing and stumbled across this site today. Don't think I'm going to drop $150 for this guy's templates, but I was wond ...

    4 comments - 0 silver bananas - Jul 11 2011 - 9:29pm -

  46. Have you ever changed your strategy in the HF industry? Need help pls

    Ladies, gents, Been with a large HF for 3 years, but strategy is trading heavy and not necessarily based on fundamentals. I want to do a value-based strategy instead. Point is how to get there. Either I educate myself or I thought of even doing an MBA a l ...

    3 comments - 1 silver bananas - Oct 29 2017 - 2:25pm -

  47. Hedge Fund Job Advice

    I recently had an interview with a long/short deep value fund. The team is fairly small (think <10) and I had an interview with their PM. The interview was entirely behavioral/fit. Towards the end, he told me that I can shadow their analysts for a day ...

    3 comments - 0 silver bananas - Oct 13 2016 - 12:00am -

  48. CFA in the value investment space

    Working on the buy-side in equities and striving towards a LT, value-focused investment approach. Investing and the long way to becoming an investor consists of various skills. I want to take my analytical knowledge further, in particular my accounting an ...

    3 comments - 0 silver bananas - Jun 15 2016 - 5:20pm -

  49. Beyond value traps: The value graveyard

    He couldn't stop talking about the great deal he got on his boat. My friend purchased his boat over the internet from what he considered a sap Florida. The boat was supposedly in mint condition, everything was like new, it ran well. We looked at the ...

    3 comments - 2 silver bananas - Aug 30 2015 - 7:01pm -

  50. A Case in Risk Management: the downfall of Mohnish Pabrai?

    Bill Ackman & Sequoia are not the only successful investors who are being caught with their pants down. If you haven't heard of mohnish pabrai, you should look him up. He's a fantastic value investor who (I think through 2014) had outperform ...

    3 comments - 0 silver bananas - Mar 31 2016 - 1:12pm -

  51. Manual of ideas--John Mihaljevic?

    Hi everyone, I was just wondering if any of you who works in value investing reads/subscribes to John Mihaljevic's manual of ideas publication? How is it? Is it good? Any comments would be really appreciated! Thanks! value investing ...

    3 comments - 0 silver bananas - Jan 24 2015 - 8:03am -

  52. Accepted at CBS, pursuing a career in Value Investing

    I have been reading this board for a while now, particularly the "break into HF from XYZ" threads. I thought I would share my own story, although I am still working towards my goal. I currently work in accounting advisory/consulting, mainly help ...

    3 comments - 0 silver bananas - Oct 21 2014 - 12:26am -

  53. Way to find company presentations for stock ideas

    I was reading the Dow Chemical deck released around 12/4/13 about their strategic plans, which I had found randomly drifting around on the internet through someone's blog post. It occurred to me that finding actual presentations such as that one for ...

    3 comments - 0 silver bananas - Dec 10 2013 - 4:47pm -

  54. Where to Start When Analyzing Multinational Stocks

    Hi all, I hope this isn't a complete noob question, but I'm trying to learn more about fundamental analysis and I think what I'm realizing is that I have trouble figuring out what to focus on when analyzing stocks. This is particularly bad ...

    3 comments - 0 silver bananas - Mar 25 2013 - 11:09pm -

  55. Fooling some of the people

    Alright, I know this is pretty "late", but I just finished reading Einhorn's book and I'm pretty pissed off at ALD and the respective regulators. Did anyone else who read the book feel this way? Or am I being naive... Is this kind of f ...

    3 comments - 0 silver bananas - Dec 23 2012 - 6:49pm -

  56. Value Stocks China

    When trying to find undervalued stocks using a screener (financial ratios, roe etc) I noticed that many of them were Chinese stocks. What do you think is the main reason for this? value investing ...

    3 comments - 0 silver bananas - Jun 13 2012 - 10:01pm -

  57. Investment Check List

    I recently became aware that Mohnish Pabrai is an advocate of an investment checklist to reduce analysis error. I've always wanted to do something like this. Specifically, I wanted to create a list of my key takeaways from the best books I've re ...

    3 comments - 0 silver bananas - Apr 25 2012 - 6:28pm -

  58. Most current dividend info?

    Trying to help my parents invest some of their money and thought some large cap dividend paying stocks would be a good play for them. Anyone know where I can find up to date info on dividend payouts? Seems like Yahoo Finance is a little out of date. Thank ...

    3 comments - 0 silver bananas - Mar 28 2011 - 2:19am -

  59. MBB (incl. PE advisory) or Lower MM PE?

    Hi Monkeys, Around 10th of February I expect to receive offers from both MBB consulting (will include PE advisory assignments) and a Lower MM PE <1bn fund (in a EU5bn+ AuM PE Group), investing EU50m+- tickets in companies of EU50-200m EV; both at an en ...

    2 comments - 0 silver bananas - Feb 4 2017 - 6:04pm -

  60. Ivey Value Investing Program- A Substitute for Columbia?

    Sorry for the length.... I am wondering if anyone out there can shed some light on this/ open a conversation on the topic. For those who are interested in a value investing career, there seem to be two good options. First and most famously there is the Va ...

    2 comments - 0 silver bananas - Oct 10 2016 - 4:49pm -

  61. Neglected or distressed?

    There is a common perception about value investing that it involves purchasing shares of companies on the brink of financial ruin with the hope they turn around. Viewed through this lens value investing is risky and the value investor one step away from e ...

    2 comments - 2 silver bananas - Jul 28 2015 - 1:22am -

  62. A Year Ago, Some Of The Top Investors In The World Gave Out Their Best Stock Picks — Here's How They Did

    The highly-anticipated Value Investing Congress, a two-day event where top hedge fund stars present their best investment ideas, kicks off next Monday in Manhattan.  Clusterstock will be there keeping you up to date with all the latest news and trade idea ...

    2 comments - 0 silver bananas - Sep 27 2012 - 10:45pm -

  63. 27-Year-Old Analyst Ryan Fusaro Wowed Everyone At The Value Investing Congress With His Investment Idea

    Ryan Fusaro, a 27-year-old analyst at New York-based hedge fund Lioneye Capital Management, impressed some top hedge fund managers with his investment idea.  Fusaro was named the winner of the  Value Investing Challenge hosted by the  Value Investing Cong ...

    2 comments - 0 silver bananas - Oct 2 2012 - 7:20pm -

  64. Which Career Besides HF Would Allow Me To Be A "Pro Value Investor" So To Speak?

    Hi, I know that banking probably doesn't lend itself to value investing, but I'm posting it here since this area gets the most traffic. Basically, I was wondering, besides hedge funds, what career will allow me to basically become a professional ...

    2 comments - 0 silver bananas - Nov 21 2010 - 8:29pm -

  65. Value Investing Club – Membership Offering

    Are you an active value-oriented investor looking to join a group of like-minded individuals building an investment track record? This may be the right place for you. We are a small group of young investment professionals that consider launching a value i ...

    1 comment - 1 silver bananas - Nov 24 2018 - 3:49am -

  66. How does one network with pedigreed people while lacking pedigree themselves?

    I'm curious as to how a finance student (junior) would go about this. To illustrate, I have a low cGPA (3.1), lacking relevant internships, and come from a semi-target with some alumni in the buy-side (with a focus on equity strategies). From what I ...

    1 comment - 1 silver bananas - Sep 13 2018 - 11:01am -

  67. List of value based/high concentration Hedge Funds in Bos/NYC/CHI/SF?

    Was curious to figure out what equity long/short hedge funds are value based with relatively high concentration positions in Boston, New York, Chicago, and San Fran? Also, was wondering what recruiting agencies/headhunters have ties to those specific firm ...

    1 comment - 3 silver bananas - May 28 2018 - 11:24am -

  68. Value investor insight subscription

    Anyone subscribe/have an opinion? I did the free trial and thought it was ok, but it seems like it might be a little over priced. value investing ...

    - 0 silver bananas - Dec 31 2016 - 11:20am -

  69. WSO Weekly Wrap-Up (3/14-3/20)

    In case you missed them, here's some of last week's most popular topics: My Private Equity Recruiting Process Post By @Candor ...

    - 0 silver bananas - Mar 20 2015 - 5:00pm -

  70. The Biggest Threat to Your Portfolio Today

    Greece, China, Russia. ISIS. Cyber security. North Korea. Oil Prices. Stock market valuations. The Fed's interest rate policy. Open any newspaper and it's hard to choose which headline will be the first to knock stocks back into the red and blow ...

    - 0 silver bananas - Apr 21 2015 - 8:38am -

  71. How to spot undervalued stocks beyond a low P/E ratio?

    Hi all. I am currently busy with my MBA thesis on undervalued stocks. My question is what are best sources of information used in evaluating undervalued companies as a value investor? Any suggestions? value investing ...

    1 comment - 0 silver bananas - May 4 2016 - 7:17pm -

  72. Many a slip between the cup & the lip: From forward value to value per share today

    Valuing young, growth companies is never easy to do but it is well worth doing, partly because it forces you think through the business that the firm is in and what it is doing (or needs to do) to succeed. I know that many of you disagreed with my assumpt ...

    1 comment - 1 silver bananas - Sep 23 2013 - 1:45pm -

  73. Interview questions for a fundamental/value investing shop?

    Currently a sophomore looking to get a gig in AM this summer, was wondering if anyone can provide tips on how to best prepare myself for an interview in this space. More specifically, what interview questions should I really knock out of the park that are ...

    - 0 silver bananas - Jan 28 2016 - 8:36pm -

  74. Fiat Chrysler Auto & Ferrari Demerger/IPO = Opporunities

    FCAU has recently had run up in share price due to the fact that shareholders will gain 1 share of Ferrari once the demerger and IPO are complete. Given the estimated valuation of Ferrari being from $5- $10 billion, essentially half the market cap of FCAU ...

    1 comment - 0 silver bananas - Oct 8 2015 - 7:44pm -

  75. What makes a good investment thesis?

    Is a "strong balance sheet " and "great management" an investment thesis? I understand how these could be leverage points for it being a good company, but if you were to pitch a value investing pitch, would you include these under inte ...

    - 0 silver bananas - Sep 24 2015 - 11:38am -

  76. Activist Value Investing: Be Your Own "Change" Agent

    My last two posts looked at two strains of value investing. In the first, passive screening, you look for mismatched companies that trade at low prices, while not being burdened with high risk, low growth or low quality growth. In the second, contrarian i ...

    1 comment - 4 silver bananas - Jun 27 2012 - 1:58pm -

  77. Small Value-Based Hedge Funds in NYC

    Does anybody know some some successful, relatively small ($2bn AUM or lower) hedge funds based out of NYC? Thanks! hedge funds value investing new york city ...

    - 0 silver bananas - May 14 2015 - 11:06am -

  78. Dirk Wrüger

    I'm a crusader of individual liberty, a passionate value investor and a defender of Benjamin Graham Ideology. value investing ...

    1 comment - 0 silver bananas - Feb 23 2015 - 6:44pm -

  79. Value Investor Group on WSO

    Hey everyone, I was hoping to network with any value-oriented investors on this site. My goal is to gather a bunch of investors together and bounce ideas off one another. If the group is successful and grows close, I would also like to start a fund some y ...

    - 0 silver bananas - Feb 18 2015 - 7:43pm -

  80. Value investment firms in Europe

    Which ones have you come across? Referring to investing (public), not flipping paper after 2 working days. Thank you value investing ...

    - 0 silver bananas - Feb 10 2015 - 6:18am -

  81. Capitalizing on the swiss franc cap axing

    I came on WSO today looking for some good discussion about the SNB's decision to abandon the cap, but I am surprised to find almost none. I'd love to hear stories from those of you affected by it, but also it'd be great to get some insight ...

    1 comment - 0 silver bananas - Jan 16 2015 - 12:06pm -

  82. New Member Asking For Career Advice

    Here is some background of myself. I'm about to graduate from a non-target school, double majoring in mathematics and economics with 3.4 GPA. Due to working part-time by managing my parents' business, I wasn't able to obtain any internships ...

    - 0 silver bananas - Sep 23 2014 - 12:34am -

  83. CHRW

    Anyone out there like CHRW? It's a low capital intensive business with a wide economic moat. In the past it can be rarely bought sub 20x PE. It's been struggling for a couple of quarters now and management has lowered expectations, but the moat ...

    - 0 silver bananas - Apr 4 2014 - 9:03pm -

  84. little reading list for inspired "bottom-up" investors

    This post is for inspired investors. I sincerely hope it serves as a good starting point for at least one person out there. Note: I don't think it is necessary to read books in their entirety, just go as far as you are excited about what you are read ...

    1 comment - 0 silver bananas - Jun 27 2013 - 9:05pm -

  85. Are there any Chart-ists out there?

    I saw an article on b-berg about the market bump after the so called "fiscal cliff deal" was passed. They were wondering if the nearly 2% raise yesterday was a "dead cat bump." I remember from reading Random Walk, that this was a term ...

    - 0 silver bananas - Jan 3 2013 - 11:55am -

  86. Investment Manager Search

    I thought this might be worth a shot. Part of a team attempting to source deep value managers for several mandates (global, Asia ex Japan, Europe) in the 100-500MM range. Core belief is in long-term value outperformance through bottom up investing and con ...

    1 comment - 0 silver bananas - Sep 22 2011 - 11:41pm -

  87. if you're interested in investing: what do you think

    hi folks a while back i was directed to goldman sach's weekly chartbook on scribd http://www.scribd.com/32415471-Monthly-Chartbook/d... i'm on wso quite a bit and so, if you're like me, you might have seen it too if you look at p 13, you� ...

    1 comment - 0 silver bananas - Jul 11 2010 - 7:16am -