Bram De Haas | TalkMarkets | Page 1

Bram De Haas

Managing Editor, The Black Swan Portfolio
Contributor's Links: The Black Swan Portfolio
I’m Bram de Haas. I seek downside protection and upside optionality through idiosyncratic, truly differentiated investments. Investing, like poker, is all about taking calculated risks. I research investment opportunities far off the beaten path for my benefit and that of my subscribers. ...more
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1 to 10 of 10 Posts
Everything I Wrote About Bausch Health
Monday, November 2, 2020 3:53 AM EDT
I started analyzing it in November 2018 after it imploded in a scandal related to fraud and universally hated. The company is basically down from where it was when I first wrote it up over two years ago. 
In this article: BHC
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How The Black Swan Portfolio Is Positioned At Record Highs
Wednesday, January 31, 2018 7:23 AM EDT
A performance review of The Black Swan Portfolio and a discussion of some of our best ideas.
In this article: TLRN Also: SPY, OAK, PMD, GLD
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DHT Holdings: An Undervalued Shipping Play With A Large And Young Fleet
Tuesday, January 30, 2018 7:36 PM EDT
A short review of an undervalued play within an out-of-favor industry.
In this article: DHT
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Book Review: Deep Risk
Thursday, October 19, 2017 10:40 AM EDT
Book review of Deep Risk by William L. Bernstein. The book gives knowledge on how to position a portfolio in the face of the 4 categories of deep risks that can truly devastate an unprepared portfolio.
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Bitcoin: Financial Elites Are Getting Involved
Friday, October 13, 2017 9:17 AM EDT
Christine Lagarde recently held a speech and Bitcoin was one of three important subjects. She appeared to be extremely well informed. Meanwhile, Goldman Sachs Lloyd Blankfein and Blackrock's Larry Fink are also in the know.
In this article: BITCOMP
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Lots More Than Aspirin: What You Should Know About Bayer
Thursday, September 14, 2017 1:13 PM EDT
German conglomerate Bayer can best be described as a pharma/medical business and it trades at a steep discount to peers. The conglomerate is attractive because it is not very expensive at 16x free cash flow.
In this article: BAYZF
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7 Things You Need To Know Before Investing In The Next Hot ICO
Monday, July 3, 2017 11:00 AM EDT
Companies issue cryptocurrency instead of shares to fund their growth in ICOs. There are many similarities but also important differences with the traditional IPO. Here are seven things you need to be aware of.
In this article: BITCOMP
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Initial Token Of Skepticism
Thursday, June 29, 2017 3:23 PM EDT
After calling cryptocurrencies a bubble, Mark Cuban is now spearheading a fundraising effort.
In this article: BITCOMP
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Why I'm Slashing My S&P 500 Exposure
Monday, June 26, 2017 10:22 AM EDT
Five reasons to start slashing S&P 500 exposure now while everyone else is still cheering and happy to pay high prices.
In this article: SPY, SPX
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Why Mark Cuban Is Wrong On Bitcoin
Friday, June 23, 2017 5:16 PM EDT
Mark Cuban displayed his ignorance on Bitcoin on Twitter. In this article his main arguments are dissected and refuted.
In this article: BITCOMP
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1 to 10 of 10 Posts