Category Archives for Finance & Investing

Do Investment Managers Outperform by Hiring Lobbyists?

Interesting paper on the use of political information and investment performance.   Abstract by Meng Gao Jiekun Huang  This paper examines the hypothesis that hedge fund managers gain an informational advantage in securities trading through their connections with lobbyists. Using datasets on the … Continue reading

30. July 2014 by Miguel Barbosa
Categories: Curated Readings, Finance & Investing | Leave a comment

Lessons From Cable Cowboy John Malone

Many investors regard John Malone as having one of the best track records of capital allocation in the 20th century. Below are my curated excerpts from the book, “Cable Cowboy: John Malone And The Rise of The Modern Cable Business” by … Continue reading

23. May 2014 by Miguel Barbosa
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How to rob a bank from within

Former bank regulator, William Black, gives a Tedx Talk detailing fraudulent banking practices prior to the financial crisis. I think the most important part of the talk is between minutes 11:00 – 18:48 where Mr. Black talks about the reason for few prosecutions and … Continue reading

12. May 2014 by Miguel Barbosa
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Credit Markets: What’s Next?

This a pretty interesting panel (moderated by Michael Milken) on the current state of credit markets. Watch the Video: Credit Markets What’s Next H/T Champ for sending this our way.

01. May 2014 by Miguel Barbosa
Categories: Curated Readings, Finance & Investing | Leave a comment

How Do Corporations Play Politics? The Fedex Story

Here is a case study by Jill Fisch on how Fedex has played corporate politics (over a span of 40 years). I find a lot of the material in the study to be relevant to securities analysts, journalists, and regulators. … Continue reading

10. April 2014 by Miguel Barbosa
Categories: Curated Readings, Finance & Investing | Leave a comment

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