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October 30, 2015, Vol. 33, No. 21

Saul Steinberg's second coming

In the 1960s came Leasco and the big conglomerate boom. Now comes Valeant and the bigger platform-company boom. Starved for income, 21st century investors reach not only for yield but also for heroes: "our thirst to believe in others."

Your 4,000 bagger

The case for a currency that governments don't print and miners don't excavate. "The potential to do for money what the Internet did for information."

Stan on stage

"I believe that diversification is the most destructive, over-rated concept in our business." The speaker is Stanley Druckenmiller, investor and speculator par excellence, and the setting is the fall 2015 Grant's Conference.

Don't stop reading

"There are no accidents in SEC filings. Everything there (or not there) is for a reason."

E&P equity gusher

It wouldn't be so bad in the E&P business if oil and gas prices were not so low, or if accounting conventions were not so elastic or if maintenance capital expenditure requirements were not so high. "The business is not economic."

Rock-paper-scissors

How an innocent component of the Periodic Table was converted into a kind of neo-subprime mortgage-backed security.

Just keep compounding

Compound interest is a wondrous force, all may agree. Pick the right stocks and mistakes just don't matter.

Comes Mauricio Macri

The money-burning days of Cristina Fernández de Kirchner are ending. How bullish the aftermath?

To own or not to own?

What does it mean to own something? J. Michael Pearson weighs this urgent metaphysical question.

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