Japanese Net Debt to GDP is lower than Gross Debt to GDP, but on relative bas...
Green Light 2014 Letter
Investor Bill Ackman blasts Herbalife in a letter to investors, says he has m...
China - The Mother of All Black Swans - By Vitaliy Katsenelson
THIS TIME I...
Columbia business school. Bruce Greenwald's lecture slides on EPV.
The strategy of buying and holding “net nets” has been advocated by deep valu...
China Roundtable with Robert Horrocks and Vitaliy Katsenelson
Japan - Past the Point of No Return - By Vitaliy Katsenelson. More articles a...
A good academic overview of the causes of recent financial crisis and changes...
First quarter letter from Pershing Square Capital Management.
dan loeb third point letter
Manual of Ideas Interviews Vitaliy Katsenelson (http://ActiveValueInvesting.com)
The following are my detailed notes from this year's Value Investing Congress...
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