Sentences with phrase «quarterly letter»

In fact, once you finish reading this article, you should drop whatever else you are doing, go to his website, and read his latest quarterly letter.

It was the standard quarterly letter that provides updates on account performance, fees, and if there were any changes to the list of mutual funds available to select from.

Though most people understood our last quarterly letter as tongue - in - cheek and while we certainly don't believe value investing is dead, it is clearly out of favor at the moment.»

Though most people understood our last quarterly letter as tongue - in - cheek and while we certainly don't believe value investing is dead, it is clearly out of favor at the moment.

In GMO's April 2010 quarterly letter Grantham concluded «Every single [bubble] has broken all the way back to the trend that existed prior to the bubble forming.»

The company is also optimistic about its solar business, and the company'e quarterly letter to shareholders says that Tesla expects to «experience mild growth for another quarter or two before our revised sales strategy starts to show its full impact in final deployments».

The 3Q2017 GMO Quarterly Letter features Ben Inker's «What Happened to Inflation?

In their Longleaf Partners quarterly letter, Hawkins and Cates say the long - running bull market, low volatility, heightened activism, and investor complacency have all contributed to the lack of opportunities.

Quarterly letters on the timeless themes that inspire our investment strategy are just one of the ways that we provide transparency for our investors.

«Equities offer a superior opportunity for investors today, particularly compared to fixed income,» Hawkins and Cates write in their latest quarterly letter.

In the last quarterly letter, for the period ended July 31, 2010, I discussed TAVF's investments in securities which I called Graham & Dodd net - nets on steroids.

Southwest Airlines ($ 2.3 billion in revenues, 15,833 employees nationwide, headquartered in Dallas) shares more information than most big companies: chairman Herb Kelleher's quarterly letters to employees describe the big picture, and weekly updates give detailed reports on costs.

Billionaire investor David Einhorn, who has been betting for months that Tesla's stock price will fall, did not mention the carmaker by name in his quarterly letter to clients on Tuesday.

The message should be consistently integrated throughout all the firm's communications including the website, oral presentations, written materials, due diligence questionnaires and quarterly letters.

«Our high penetration in the U.S. seems to be making net additions harder than in the past,» the company said in a quarterly letter to shareholders.

Cirrus gave an update in the quarterly letter to shareholders on its efforts to get its wares into products other than smartphones: «Cirrus Logic's digital headset business has been highly successful since its launch in CY16, shipping over 765 million components into wired and wireless headsets and adapters.

I was looking at the quarterly letters from Kerrisdale Capital in 2011 (the year they made 200 % while the market was flat), and the following struck me:

That's why we'll walk you through all our investment decisions in our quarterly letters.

He has been writing about this in his quarterly letters for GMO for a number of years now.

You will get a quarterly letter.

«A lot of hedge fund managers spent time chitchatting with their investors and treated their quarterly letters to them as a formality.

Make it a habit to read every quarterly letter as they come out; you'll be a better investor for it.

Please note that the quarterly letters were accompanied by a list of the Fund's portfolio holdings and other information.

That is the view of Jeremy Grantham in his quarterly letter to investors as GMO's Chairman of the Board.

Their quarterly letters are all macro and Klarman holds > 40 % net cash at some points... sounds like market timing to me.

Thus, in this quarterly letter I discuss «The Uses and Limitations of Financial Accounting for the Value Investor».

I agree in principle with the concept of deferred performance that he mentioned in his quarterly letter:

I had peeks at the quarterly letters both published at the end of April.

A lot of hedge - fund managers spent time chitchatting with their investors and treated their quarterly letters to them as a formality.

That's why we'll walk you through all our investment decisions in our quarterly letters.

In his quarterly letters he coined a phrase to describe what he thought was happening: «the extension of credit by instrument.»

Jeremy Grantham, in a Quarterly Letter entitled «Night of the Living Fed,» makes the compelling argument that debt doesn't correlate with long - term growth rates.

From the quarterly letter of GMO, Jeremy Grantham gives us some worthwhile insights into our current crisis.

GMO's quarterly letter is out, it can be viewed at GMO's site or Jeremy Grantham's portion of the letter can be read at Barron ’s

Note for Private Funds Requests: You must agree to the following in order to receive access to the quarterly letters.

Wells Fargo recognized this in their September 2014 quarterly letter to settlement agents, saying ``... we believe that we must continue to work closely with you to jointly determine the fees and other content required on the Closing Disclosure form.