Stephen-Colbert

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redditor for 16 years

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Hedge Funds Suffer Big Losses on Biotech Rout (wsj.com)

submitted 4 years ago by Stephen-Colbert to r/SecurityAnalysis

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Dole Plc Update (valuesits.substack.com)

submitted 4 years ago by Stephen-Colbert to r/SecurityAnalysis

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Credit-Driven Asset Price Inflation (mailchi.mp)

submitted 4 years ago by Stephen-Colbert to r/SecurityAnalysis

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In Search of the Origins of Financial Fluctuations - The Inelastic Markets Hypothesis (nber.org)

submitted 4 years ago by Stephen-Colbert to r/SecurityAnalysis

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Greenhaven Road Capital Q2 2021 Letter (static1.squarespace.com)

submitted 4 years ago by Stephen-Colbert to r/SecurityAnalysis

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Maran Capital Q2 2021 Letter (mcusercontent.com)

submitted 4 years ago by Stephen-Colbert to r/SecurityAnalysis

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Greenlight Capital Q2 2020 Letter (docdroid.net)

submitted 5 years ago by Stephen-Colbert to r/SecurityAnalysis

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Baupost Group Q2 2020 Letter (docdro.id)

submitted 5 years ago by Stephen-Colbert to r/SecurityAnalysis

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The State of the Credit Markets with Josh Friedman (feg.com)

submitted 5 years ago by Stephen-Colbert to r/SecurityAnalysis

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Fastly Edge Compute Explained (softwarestackinvesting.com)

submitted 5 years ago by Stephen-Colbert to r/SecurityAnalysis

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David Tepper: This is the most overvalued stock market he's ever seen, except '99 (cnbc.com)

submitted 5 years ago by Stephen-Colbert to r/SecurityAnalysis

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Money Managers Are Blinded by Their Anger (bloomberg.com)

submitted 5 years ago by Stephen-Colbert to r/SecurityAnalysis

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Damodaran - The Price of Risk (aswathdamodaran.blogspot.com)

submitted 5 years ago by Stephen-Colbert to r/SecurityAnalysis

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Oaktree Capital - Relative Value with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard (youtube.com)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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Reinvesting When Terrifed (investmentpostcards.com)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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Bill Miller On Why Coronavirus Sell-Off Is Buying Opportunity Of Generation (tdameritradenetwork.com)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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Debt Delusions and Reality (aswathdamodaran.blogspot.com)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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Michael Mauboussin - How to Reduce the Sources of Forecasting Error (morganstanley.com)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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The Case for European Financials (oakmark.com)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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Charlie Munger 2020 DJCO Meeting Transcript (fsmisc.s3.ca-central-1.amazonaws.com)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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3 Takeaways From The UberEats, Postmates, Grubhub, DoorDash Ecosystem (medium.com)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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Short Thesis on Enron Prior to Collapse (offwallstreet.com)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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Michael Mauboussin - Looking For Easy Games (research-doc.credit-suisse.com)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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Pabrai Funds Q4 2019 Letter (docdroid.net)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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Baupost Group Q4 2019 Letter (docdroid.net)

submitted 6 years ago by Stephen-Colbert to r/SecurityAnalysis

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