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yday 22:45   Latest by Zoltan Pozsar: “Oil, Gold, and LCLo(SP)R”    #[email protected] #安全文章 https://plus2.credit-suisse.com/shorturlpdf.html?v=5gjk-YP34-V&t=-7ev7jl105unaw8awa0bdw7c7c   submitted by   /u/samirm888 [link]   [留言]

yday 20:17   Graham & Doddsville Newsletter - Fall 2022    #[email protected] #安全文章   submitted by   /u/Beren- [link]   [留言]

yday 11:21   Vietnam: It's time to level up    #[email protected] #安全文章   submitted by   /u/investorinvestor [link]   [留言]

yday 03:02   PennyMac Financial Services: Dubious Accounting Games Won't Solve Its Crisis    #[email protected] #安全文章 What: This is the second article on $PFSI, the second-largest issuer of Ginnie-Mae backed mortgage loans; here is the first, from Oct. 11. FFJ* reports that $PFSI is using made up, non-GAAP line items to sharply skew its reported earnings, and said that without the gambit, their YoY earnings would b

dby 10:08   Manufacturing orders from China down 40% in unrelenting demand collapse    #[email protected] #安全文章   submitted by   /u/investorinvestor [link]   [留言]

dby 00:40   Interview with Nick Train    #[email protected] #安全文章   submitted by   /u/Beren- [link]   [留言]

dby 00:14   Barbarian at the Gate: The Twitter Buyout    #[email protected] #安全文章   submitted by   /u/Beren- [link]   [留言]

2022-12-05 15:54   LVMH and The Luxury Strategy    #[email protected] #安全文章   submitted by   /u/konman25 [link]   [留言]

2022-12-04 20:51   Novem Group (Hidden IPO, OEM Supplier, Stalwart, 8% Yield)    #[email protected] #安全文章   submitted by   /u/Drskeptical91 [link]   [留言]

2022-12-04 03:14   Novem Group is a Potential Double (Hidden IPO, Cash Cow, 8% Dividend)    #[email protected] #安全文章   submitted by   /u/Drskeptical91 [link]   [留言]

2022-12-03 13:18   Netflix CEO says he was slow to allow advertising because he was focused on Google and Facebook    #[email protected] #安全文章   submitted by   /u/investorinvestor [link]   [留言]

2022-12-02 22:56   Asian Century Stocks: China's zero-COVID policy is dead    #[email protected] #安全文章   submitted by   /u/mfritz123 [link]   [留言]

2022-12-02 11:35   Best way to get physical copies of past annual reports?    #[email protected] #安全文章 Trying to get a couple physical annual reports from the past 5 years to commemorate some great investments... Anyone know if there's anywhere to get them besides Ebay or calling their IR and hoping they have some older copies? (Please no EDGAR links!)   submitted by   /u/mn_sunny [link

2022-12-01 20:33   Vantage from a Junior Research Analyst - HF vs. LO (Part I)    #[email protected] #安全文章   submitted by   /u/GigaChan450 [link]   [留言]

2022-12-01 18:02   Quality at the Right Price    #[email protected] #安全文章   submitted by   /u/Beren- [link]   [留言]

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