Nitron Advisors joins The National Research Exchange, Inc.

I’m happy to report that Nitron Advisors has joined The National Research Exchange, Inc. Here’s the press release: Leading network of frontline industry experts broadens The NRE’s platform NEW YORK, NY, November 7, 2006 /PRNewswire/ — Nitron Advisors, Inc., a leading provider of direct access to industry experts and leaders, has joined The National Research...

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Toronto Hedge Funds Summit: Investment Research Panel

I’m enjoying visiting Toronto this week at the http://www.worldhedgefundssummit.com/ . Here are my notes on today’s Investment Research Panel, preceded by the speaker biographies. Moderator: David Weild IV The National Research Exchange (The NRE) is the originator of Intermediated ResearchSM, which helps public companies to secure greater visibility and liquidity in the public markets and...

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Dot-Com Bubble, Part II? Why It is So Hard to Value Social Networking Sites

Less than three years after emerging from nowhere, the hot social networking website MySpace is on pace to be worth a whopping $15 billion in just three more years. Or is it? And is the much smaller Facebook really worth the $900 million or more Yahoo is reported to have offered for it? The problem,...

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The State of Independent Research, at NY Society of Security Analysts

Nitron Advisors’ COO, Scott Lichtman, took detailed notes on last Thursday’s panel on “The State of Independent Research” at the New York Society of Security Analysts. It was a well-attended event that covered questions ranging from how independent research firms are capturing value through new delivery models to the impact of Elliot Spitzer’s global research...

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TieCON East: Trends in Investment Research and Due Diligence.

My colleague Scott Lichtman took some detailed notes on the TieCONEast panel last week on "Trends in Investment Research and Due Diligence". Podcast is here. CONFIRMED SPEAKERS Graham Field, Managing Director, AQ Research (Moderator) Graham is the Managing Director of AQ Research, which provides quantitative global analysis of the accuracy of sell-side research. Graham established...

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James Chanos, Kynikos Associates President, on Independent Research at the Crossroads

James Chanos, President of Kynikos Associates, whose fund accounts for 90% of institutional short funds in the US, delivered a very well-thought out keynote at last week’s Investorside research conference, on “Independent Research at the Crossroads.”=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= Introduction Yale BA. He has $2.9b under mgmt. And there’s only $3.3b in institutional shorts overall. So has >90%...

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