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Hedge Fund Links ~ 9/23/16

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

Berkshire Hathaway Symposium Panel Videos

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  • It features Jason Zweig moderating a discussion between Tom Russo, Paul Lountzis, and Whitney Tilson.
  • What's the best advice you received from Warren Buffett?
  • What aspects of Berkshire Hathaway can be emulated?

Raytheon Company (RTN) Dividend Stock Analysis

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Linked here is a detailed quantitative analysis of Raytheon Company (RTN). Below are some highlights from the above linked analysis:

Company Description: Raytheon Company, the world's fifth largest military contractor, specializes in making high-tech missiles, advanced radar systems and sensors, defense electronics, and missile-defense systems...

Here are the 5 best investing tips Warren Buffett told CNBC over the years

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  • CNBC PRO opened up the CNBC vault and reviewed all the interviews Warren Buffett gave the network over the years.
  • These are the five best evergreen investing tips the Oracle of Omaha doled out during those talks with Becky Quick.
  • As you'll see in the video, Buffett returned to these five themes multiple times over the years, so we think these are some of the legend's most steadfast beliefs.

What We're Reading ~ 9/21/16

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  • The content provided within this blog is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any 3rd party links or content.

10 Stocks That Have Paid Dividends For Over 100 Years

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The key to successfully selecting dividend growth stocks is the ability to identify companies that will not only maintain but grow their dividend. Often it can be boiled down to a simple question: "How committed is the company to paying its dividend?" ...

Uncontrolled, Man(zi)

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  • In Uncontrolled: The Surprising Payoff of Trial-and-Error for Business, Politics, and Society, Manzi seeks to rectify this by discussing the challenges that the soft sciences present and how they can be somewhat overcome.
  • Manzi starts out by going through the history of experimentation, and how it led to various gains in different fields.
  • In many hard sciences, most variables can be controlled, leaving no doubt as to how an independent variable affects the environment.

You don't know anything!

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  • I have news for those who believe this, whatever you think you know is nothing, you don't know squat!
  • So how do you as an outsider know what's happening? If a company is rushing to a deadline can you understand the magnitude and impact of the decisions that were made? It's impossible, absolutely impossible.
  • If we don't even know what's motivating our spouse or kids to make decisions, and likewise they don't know what we're thinking then why could we can discern the reasons for a manager's decisions, maybe a manager we've spoken to for 20m at most on the phone?

Capitalize For Kids Conference: Our Readers Save $500 on Tickets

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  • All proceeds are allocated to solving the toughest challenges in children's brain and mental health.
  • Sessions include best ideas from prominent money managers, fireside chats with investment greats, implications of the US election, and investing in mental health.
  • Over the course of a day and a half, more than $1.5 million will be raised to help the toughest challenges in children's brain and mental health.

Carl Icahn Dumps Over Half of Chesapeake Energy Position

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  • Activist investor Carl Icahn has filed an amended 13D with the SEC regarding his position in Chesapeake Energy.
  • Per the filing, Icahn now owns 4.55% of the company with 28.27 million CHK shares.
  • This means he sold over 44.77 million shares since the end of the second quarter as he previously owned over 73 million CHK shares.

Jeff Saut's Latest Market Commentary

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  • It's been a while since we checked in on Jeff Saut, market strategist at Raymond James.
  • "Speaking to higher interest rates, while a quarter point increase in the Fed Funds rate would likely cause a stutter-step in the equity markets, the impact on the overall economy should be de minimis."
  • Embedded below is Jeff Saut's latest market commentary entitled "I Should Have!?".

Abbott Laboratories (ABT) Dividend Stock Analysis

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Linked here is a detailed quantitative analysis of Abbott Laboratories (ABT). Below are some highlights from the above linked analysis:

Company Description: Abbott Laboratories is a diversified health care products company that is now focused on nutritionals, diagnostics, generic drugs, and medical devices, following the spinoff of its R&D-based prescription pharmaceuticals business at the beginning of 2013...

ValueAct Capital Files 13D's on Trinity Industries, CBRE Group

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  • Jeff Ubben's activist firm ValueAct Capital has filed two amended 13D's with the SEC. ValueAct Ups Trinity Industries Stake.
  • First, Jeff Ubben's firm has disclosed it now owns 7.9% of Trinity Industries with over 12 million shares.
  • Second, ValueAct Capital has filed a 13D with the SEC on CBRE Group, which they own 10.3% of with over 34.6 million shares.

Marcato Capital Exercises Call Options on Buffalo Wild Wings

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  • Mick McGuire's activist investment firm Marcato Capital Management has filed an amended 13D with the SEC regarding its stake in Buffalo Wild Wings.
  • Per the filing, Marcato owns 5.2% of the company with 950,000 shares.
  • The filing indicates they exercised their call options on September 12th at $114 per share.

Delivering Alpha Conference 2016 Speaker Transcripts

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  • Last week we posted up notes from the Delivering Alpha Conference 2016.
  • It featured numerous prominent hedge fund managers and now CNBC has made transcripts from various talks available.

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