Economics

1133 Posts

Book Review: Inside the Investments of Warren Buffett

Book Review: Inside the Investments of Warren Buffett

In four parts, author Yefei Lu covers specific cases from Warren Buffett’s career. Lu digs through old annual reports, Moody’s Investors Service manuals, and partnership letters to provide the reader with the key data points and metrics that Buffett would have seen when he first researched the 20 businesses. This kind of valuation work should be of great interest to equity analysts and value-minded portfolio managers. Read more

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Top Five Articles from January: Regtech, Fintech, and the War on Cash

Top Five Articles from January: Regtech, Fintech, and the War on Cash

Highlights from the past month include a critique of the war on cash by Ron Rimkus, CFA; the future of blockchain technology as explored by Larry Cao, CFA; a review of an Antti Ilmanen presentation by Mark Harrison, CFA; an analysis of how investors can add value through meditation by Jason Voss, CFA; and an update on the 2017 regtech revolution from April J. Rudin. Read more

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Weekend Reads from India: Thaler, Heuristics, and Capital Gains Taxes

Weekend Reads from India: Thaler, Heuristics, and Capital Gains Taxes

Trade conflicts and protectionism may be back. Will the revival of these approaches and the potential implementation of other, more novel and untested fiscal policy prescriptions help address the growing inequality that globalization has so far failed to counteract? Shreenivas Kunte, CFA, explores this question and more in the latest Weekend Reads from India. Read more

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