TMFAleph1

Alex DUMORTIER

Alex Dumortier writes a twice-daily column covering topical subjects from a contrarian, value-oriented perspective; he also co-authored 'The Astonishing Collapse of MF Global'. He received his degree in Economics and Political Economy from Princeton University and began his career in the City of London. After having lived in several capital cities, Alex now resides in Washington, D.C.. When he is not reading or writing, Alex likes to run and practice Bikram yoga (a form of "hot" yoga.)

TMFAleph1’s Activity

Wed Jul 20

NL

Article

TMFAleph1 published an article 11:47 AM

Investors: Don't Fall for the Stock Market Bubble Strawman

Just because stocks aren't in a bubble doesn't mean they aren't overvalued.

Tue Jul 19

NL

Article

TMFAleph1 published an article 1:26 PM

For Berkshire Hathaway's Latest Multibillion-Dollar Deal, Warren Buffett Goes Back to Insurance

The acquisition of Medical Liability Mutual Insurer Inc. bolsters Berkshire Hathaway's leadership position in the healthcare liability insurance sector.

Fri Jul 15

NL

Article

TMFAleph1 published an article 12:00 AM

Herbalife Investment Reveals Bill Ackman's Psychological Limits

Distinguishing between confidence and hubris is extraordinarily difficult when you're leading a high-profile, adversarial campaign against a company, as billionaire investor Bill Ackman is discovering with his unsuccessful encounter with Herbalife [more]

Thu Jul 14

NL

Article

TMFAleph1 published an article 12:00 AM

At Near-Record Levels, Share Buybacks Should Concern Investors

Companies have been instrumental in the stock market rally through share buybacks, but at near-record levels, they are a red flag for value-conscious investors.

Wed Jul 13

NL

Article

TMFAleph1 published an article 12:00 AM

The Sequoia Fund Finally Exits Valeant Pharmaceuticals: 2 Lessons for Investors From a Fiasco

The Sequoia Fund disclosed that it has sold its remaining stake in troubled drug company Valeant Pharmaceuticals, but there are valuable lessons for investors to learn from Sequoia's multibillion-dollar mistake.

Tue Jul 12

NL

Article

TMFAleph1 published an article 2:39 PM

2 Graphs Utilities and Telecom Share Investors Need to See

As bond yields collapse, investors are piling into utilities and telecoms stocks, but reaching for yield at any price is hardly a riskless strategy.

Mon Jul 11

NL

Article

TMFAleph1 published an article 1:35 PM

Earnings Season: The Numbers Don't Add Up for Stocks

The S&P 500's earnings power doesn't justify new highs.

Fri Jul 8

NL

Article

TMFAleph1 published an article 3:45 PM

2 Key Questions Prove Professional Investors Are Irrational, Too

Fund managers' expectations regarding expected returns on stocks, bonds, and other asset classes versus their own performance simply don't add up.

Thu Jul 7

NL

Article

TMFAleph1 published an article 12:00 AM

Stocks Will Gain 15% -- Should You Listen to Jeremy "the Wizard of Wharton" Siegel?

The Wharton finance professor sees 10% to 15% gains for stocks in the second half, but is there any reason to listen to him?

Wed Jul 6

NL

Article

TMFAleph1 published an article 2:21 PM

3 Graphs That Prove Brexit Is No Lehman Brothers

It's a relief: Brexit was a systemic event for the European Union, but not for financial markets.

Tue Jul 5

NL

Article

TMFAleph1 published an article 12:57 PM

The Return of "Roach Motel" Funds

Two U.K. commercial property funds have barred their investors from making withdrawals, illustrating some of the perverse consequences of ultra-loose monetary policy.

Fri Jul 1

NL

Article

TMFAleph1 published an article 11:19 AM

Warren Buffett Is Watching This Big Deal Very Closely

As Mondelez International goes after Hershey Co, there are all sorts of reasons this deal would make sense for Warren Buffett's Berkshire Hathaway Inc.

Thu Jun 30

NL

Article

TMFAleph1 published an article 1:09 PM

Didn't Get the Brexit Discount? There's Still Time to Buy These 3 Banks

As Brexit fears subside, raised dividends and new share repurchase programs highlight the attractiveness of Bank of America Corp, Citigroup Inc., and JPMorgan Chase & Co.

Wed Jun 29

NL

Article

TMFAleph1 published an article 2:27 PM

Hong Kong's Warren Buffett on Brexit, China's Future, and Reading

During trying times, it's worth listening to our most successful elders. Li Ka-shing, Hong Kong's wealthiest man, has a thoughts on the topics of the day.

NL

Article

TMFAleph1 published an article 12:00 AM

11 Warren Buffett Quotes You've Never Heard Before (Plus 2 From Charlie Munger)

Twenty years ago, a small circle of investors and academics gathered in New York to listen to Berkshire Hathaway's Warren Buffett and Charlie Munger. Here are 11 of the best Warren Buffett quotes (plus two from Charlie!) from the transcript.

Tue Jun 28

NL

Article

TMFAleph1 published an article 12:00 AM

This Labor Market Trend Could Puncture the Stock Market Bubble

Workers' rising share of income means companies in the S&P 500 will be hard-pressed to deliver the growth required to justify today's valuations.

Mon Jun 27

NL

Article

TMFAleph1 published an article 12:00 AM

Brexit: Here's What 3 Billionaire Investors Are Saying (and Doing)

Warren Buffett, Howard Marks and George Soros have over a century's worth of market experience among them; here's what they've been saying about Brexit.

Fri Jun 24

NL

Article

TMFAleph1 published an article 12:00 AM

The UK's Loss Is Your Gain: 3 Stocks to Capitalize on Brexit

While the market initially underestimated the risk of Brexit, it now appears to be overreacting to the event -- particularly when it comes to the shares of these top banks.

Wed Jun 22

NL

Article

TMFAleph1 published an article 2:40 PM

Is Stanley Bergman a Better Capital Allocator Than Warren Buffett?

Fundamental investors ought to get to know the story of Henry Schein, Inc. and its South-African-born CEO, Stanley Bergman.

Tue Jun 21

NL

Article

TMFAleph1 published an article 12:00 AM

Why Financial Markets Are Getting "Brexit" Wrong

Professional investors appear to be significantly underestimating the odds of a "Leave" victory in this Thursday's referendum on the U.K. membership in the European Union -- which could have massive consequences.

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