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MiB: Brad Gerstner, Altimeter Capital & Invest America

The Big Picture

This week, we speak with Brad Gerstner , founder and CEO of Altimeter Capital , a technology-focused investment firm, which has about $7 billion in assets under management. He explains how he launched Altimer as a founder-run venture fund with interests in both public and private investments.

Investing 150
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Tuesday links: buying cheaper assets

Abnormal Returns

(wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." markets.businessinsider.com) Investors who bought the Grayscale Bitcoin Investment Trust ($GBTC) at a big discount are looking good. hypercritical.co) Economy Case-Shiller showed a 2.6% coindesk.com) Apple AI is coming to Apple ($AAPL) GPUs.

Assets 202
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Sunday links: a useful asset

Abnormal Returns

theirrelevantinvestor.com) Why you should avoid big investment shifts. currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. stayathomemacro.substack.com) How the current post-Covid economy resembles the post-WWII economy. Markets Small and mid-cap stocks have badly lagged large caps.

Assets 207
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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. Aggregate Bond Index. What a strange year we had in 2023.

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Podcast links: the flexible work economy

Abnormal Returns

theverge.com) Economy Michael Klein talks with Brad DeLong author of "Slouching Towards Utopia." Kahn author of "Going Remote: How the Flexible Work Economy Can Improve Our Lives and Our Cities." Lubos Pastor about ESG, factor investing and more. Listening In order to keep growing, podcasting is becoming platform agnostic.

Economy 130
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Fundamental Analysis Of Cholamandalam Investment & Finance Company – Future Plans

Trade Brains

Fundamental Analysis Of Cholamandalam Investment & Finance Company: The Murugappa Group is one of India’s leading business conglomerates. We will also understand the amount of assets it manages and use industry specific ratios to better analyse the Company. Lakh Cr worth of Assets under Management (AUM).

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March Madness: Final Four Investing Bracket 2024

Dear Mr. Market

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

Investing 105