by Glenn Busch
March 28, 2012
At the Columbia Investment Managers Association Conference hedge fund manager Dan Loeb layed out a few of the lessons he has learned as a professional investor and Market Folly was there to capture them. One of my favorites is Dan thoughts on value investing.
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by Glenn Busch
June 24, 2011
A fallen angel is a company with a strong business model that generates high return on capital and has fallen in price. It is buying a great business at fair price. One sector where we’ve been finding fallen angels is in the defense sector and we’ve picked up a few names so far.
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