Presentations were made yesterday (November 17, 2022) at The Edge’s 6th annual charitable conference by keynote speakers Joel Greenblatt (Gotham Capital), Rupal Bhansali (Ariel Investments), David Marcus (Evermore Global), Gary Klein (ShadowBox), George Muzea (Muzea Advisors), Paul Johnson (Columbia University) and Jonathan P. Morgan (The Edge), all benefiting The Alzheimer’s Association. Together with the donations of attendees of the online conference, The Edge raised over $15,000 for the.
News & Press
The Wall Street Journal – After Tech Wreck, Barry Diller Could Deliver Buffett-Beating Returns
Nov 14, 2022
Story by Laura Forman (WSJ): Tech-weary investors might just find salvation in an octogenarian billionaire. No, not value investor Warren Buffett, who has in any case aged out of that cohort. Barry Diller has produced similarly impressive returns with a starkly different strategy—until recently, that is. “We have no competition with this business model,” Mr. Diller says. “Maybe because it’s crazy and maybe because it’s savvy.”
Bloomberg – Intel Analysts See Mobileye IPO Rush as a Bad Omen
Oct 19, 2022
The decision by Intel Corp. to push ahead with the initial public offering of its self-driving technology unit at a much lower valuation than originally envisaged may presage more trouble ahead for the market, analysts said. Intel was the worst performer in the Philadelphia Stock Exchange Semiconductor Index and the second biggest weight on the S&P 500 Index Tuesday, falling 2.1% after the company set terms for the highly anticipated IPO of Mobileye Global Inc.
The Greater Fool Theory Just Played Out In The Stock Market. Here’s How To Capitalize On The Opportunity.
Oct 18, 2022
Legendary military tactician Sun Tzu changed the way that war and warfare are conducted today. Sun Tzu was a man about whom nothing is known with certainty, but he is best known for his work The Art of War, which serves as a manual for winning wars and conflicts. “Therefore, those who win every battle are not really skilled—those who render others’ armies useless without fighting are the best of all,” Sun Tzu wrote in The Art of War. This “fighting without fighting” is much more of a mental.
Real Talk: The Charles Mizrahi Show — This Special Situation Is Hiding in Plain Sight (Podcast Interview with Jim Osman)
Oct 11, 2022
Charles Mizrahi: “When I want to know more about special situations, I turn to this guy. He’s been at it for more than three decades… Jim Osman is the founder of The Edge research group. Global asset managers and hedge funds pay him a fortune to gain his insight. The reason is simple: He’s that good. And one special situation that he’s focusing on now is hiding in plain sight. It involves three companies that were founded more than 100 years ago. And very shortly, they’ll be creating huge.
Stocks Are On Sale. The Trouble Is, They Could Stay That Way.
Oct 10, 2022
One of the worst downturns the US has experienced in recent history was the Great Recession from December 2007 to June 2009. The economic crisis was caused by the collapse of the housing market, which was fueled by low interest rates, cheap lending, poor regulation, and hazardous subprime mortgages. The S&P 500 briefly fell to the apocalyptic value of 666 on March 6, 2009, and reached its closing low of 676 three days later. It was a mess. I remember watching stocks in freefall. Company share.
Bloomberg – Tesla Shares Get Hit On Risk That Musk Must Sell to Buy Twitter
Oct 7, 2022
Elon Musk’s surprising decision to revive his offer for Twitter Inc. this week sparked a rally in the social-media company’s shares. For Tesla Inc.’s stock, however, it is an ominous sign. The electric-vehicle maker’s shares have struggled through the billionaire’s highly public pursuit of Twitter, his subsequent efforts to wriggle out of the deal and the related lawsuit that brought it all to a head.
The Stock Market Will Only Bottom When Company Executives Start Buying Their Own Shares. They Are Not.
Oct 4, 2022
To make gains and be ahead of the masses in the stock market, I frequently say, look in places that others are not looking. Further, smart investing is about looking in the right places. It’s not about being first contrary to popular belief. The rub? You usually have to do a little more work and that doesn’t fit well with most investors these days who are after a quick profit. Monitoring company executives buying and selling their own shares is an absolute must for our firm and clients and an.
Wealth Can Be Created On The Way Down In The Stock Market. It’s Just Not Obvious. Here’s How.
Sep 28, 2022
Warren Buffett’s lesser known right hand man Charlie Munger once said, “If you’re going to invest in stocks for the longer term, there are going to be periods when there’s a lot of agony. I think you just have to learn to live through them.”
IPO’s Are Dead. New Companies Via Spinoff Offer Extreme Value in Bear Markets. Here Are 3 Worth Watching.
Sep 14, 2022
The term “Initial Public Offering” (IPO) is the process of a private company coming to the public market for the first time and offering shares in the business. It’s the ultimate accolade of a small company that can work its way up from nothing to offer ownership to a wider market whilst raising money in the process. Traditionally, these are exciting new companies to look for and analyze. Depending on the size of the offering, the fanfare around it can be deafening and can make investors.