Archives:
Finding Oxstones

Investment Opportunities, Investment Themes, Stocks, Bonds, Real Estate, Commodities, Private Equity, Hedge Funds, and other Alternative Investments.

Warren Buffett Admits He’s Tried to Buy More than Suits in China

Warren Buffett is big on China. At this year’s annual meeting of his Berkshire Hathaway Inc. BRKA +0.75%, he called the country’s growth “totally miraculous.” Bloomberg News […]

America’s Most (and Least) Valuable States

A recent study estimates that the combined value of all land in the contiguous United States is worth nearly $23 […]

CHINA’S PING AN “JUST GETTING STARTED” ON OVERSEAS PROPERTY BUYS

  BY MICHAEL COLE   Ping An kicked off China’s overseas spending spree by acquiring the Lloyd’s of London building for […]

The Next Global Reserve Currency

  By Chuck Butler I will admit some trepidation in beginning this morning’s commentary with such an audacious title, but long-time […]

Tiger protege Coatue hunts for investments, eyes Ola and other Indian startups with potential of billion-dollar valuation

By Madhav Chanchani MUMBAI: Coatue Management, among the world’s largest hedge funds, has begun early discussions with taxi-booking firm Ola […]

One retailer’s unusual message: ‘Don’t buy so much stuff’

Rick Ridgeway, the vice president of environmental affairs at the outdoor apparel company Patagonia, has summited K2, traversed Borneo by […]

Hedge Funds Close Doors, Facing Low Returns and Investor Scrutiny

  By ALEXANDRA STEVENSON   Julian Robertson, founder of Tiger Management. This year, three funds it spun out have closed.CreditVaughan Leighton […]

COULD GREENLAND’S ONLINE FINANCE PLATFORM REPLACE REITS?

  BY MICHAEL COLE   Can Greenland boss Zhang Yuliang become an online finance innovator? China’s largest property developer is branching […]

92% Of Hedge Fund Capital Concentrated Among Top 11% Of Fund Managers

According to Preqin, the 570 firms that make up the $1bn Club, hedge fund managers that have amassed at least $1bn […]

P/E Multiples vs (Past and Future) Returns and Volatility

As I outlined in my previous post The Relationship Between Stocks and Bonds, the S&P 500 yields 3.7% at the […]