Abnormal Returns

APRIL 19, 2023

Strategy Five real investing lessons from Warren Buffett's career. nytimes.com) Finance How boring should banks be? semafor.com) How exposed are regional banks to problematic commercial real estate loans? ft.com) Rising CRE loan defaults could spook markets. ritholtz.com) Is gold worth the headache?

Financial Advising 188

Financial Advising Startup Banking Media 188

Abnormal Returns

MAY 3, 2023

wsj.com) Finance Real estate technology startups are feeling the pain of the VC and CRE cycle. axios.com) Earlier on Abnormal Returns Personal finance links: the need to impress. abnormalreturns.com) Research links: effective ETF strategies. nytimes.com) Detroit is still making bank on big pickups and SUVs.

Financial Advising 130

Financial Advising Startup Economy Banking 130

The Big Picture

JULY 18, 2023

They run about $10 billion across all sorts of really fascinating investing lines. Not only do they do distressed investing and deep value investing, but they have an insurance business, they have a sports practice. And so I was doing 30, 40 hours a week on the desk doing research. Tom Wagner, welcome to Bloomberg.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate.

Banking 143

Banking Investing Investments Marketing 143