The Goat Timeline

Oct 12, 1990 The Route to Performance

Apr 11, 1991

Apr 11, 1991 First Quarter Performance

Oct 8, 1992

Oct 8, 1992 Microeconomics 101: Supply, Demand and Convertibles

Feb 15, 1993

Feb 15, 1993 The Value of Predictions, or Where'd All This Rain Come From?

Jul 15, 1994

Jul 15, 1994 "How Does an Inefficient Market Get That Way?"

Apr 11, 1994 "Risk in Today's Markets" Revisited

Feb 17, 1994 Risk in Today's Markets

Jan 24, 1994 Random Thoughts on the Identification of Investment Opportunities

May 26, 1995

May 26, 1995 How the Game Should Be Played

Nov 25, 1996

Nov 25, 1996 Will It Be Different This Time?

Jul 22, 1996 The Value of Predictions II (or "Give That Man a Cigar")

Sep 3, 1997

Sep 3, 1997 Are You An Investor or a Speculator?

Oct 9, 1998

Oct 9, 1998 Genius Isn't Enough (and Other Lessons from Long-Term Capital Management)

Jan 8, 1998 Who Knew?

Apr 15, 1999

Apr 15, 1999 How's the Market?

Dec 31, 2000

Dec 31, 2000 We're Not In 1999 Anymore, Toto

Nov 16, 2000 Investment Miscellany

May 1, 2000 Irrational Exuberance

Jan 2, 2000 bubble.com

Nov 20, 2001

Nov 20, 2001 You Can't Predict. You Can Prepare.

Oct 4, 2001 What Lies Ahead?

Sep 16, 2001 Notes from New York

Jul 11, 2001 What's It All About, Alpha?

Apr 10, 2001 Safety First . . . But Where?

Nov 11, 2002

Nov 11, 2002 Returns and How They Get That Way

Sep 4, 2002 Etorre's Wisdom

Jul 26, 2002 Quo Vadis?

May 31, 2002 The Realist's Creed

Mar 14, 2002 Learning From Enron

Oct 2, 2003

Oct 2, 2003 The Feeling's Mutual

Sep 5, 2003 What’s Your Game Plan?

Jul 1, 2003 The Most Important Thing

May 6, 2003 What's Going On?

Mar 11, 2003 Whad’Ya Know?

Oct 27, 2004

Oct 27, 2004 Risk and Return Today

Oct 6, 2004 Hedge Funds: A Case for Caution

Jul 20, 2004 The Happy Medium

May 7, 2004 Us and Them

Mar 16, 2004 Hey, Steward!!

Oct 17, 2005

Oct 17, 2005 Hindsight First, Please (or, What Were They Thinking?)

Jun 6, 2005 A Case in Point

May 6, 2005 There They Go Again

Apr 11, 2005 Oaktree at Ten

Dec 7, 2006

Dec 7, 2006 Pigweed

Oct 19, 2006 The New Paradigm

Sep 7, 2006 Dare to Be Great

Jul 12, 2006 You Can’t Eat IRR

Jun 13, 2006 Returns, Absolute Returns and Risk

Mar 27, 2006 It Is What It Is

Jan 19, 2006 Risk

Dec 17, 2007

Dec 17, 2007 No Different This Time – The Lessons of ‘07

Sep 10, 2007 Now It’s All Bad?

Jul 30, 2007 It’s All Good . . . Really?

Jul 16, 2007 It’s All Good

Apr 26, 2007 Everyone Knows

Feb 14, 2007 The Race to the Bottom

Dec 17, 2008

Dec 17, 2008 Volatility + Leverage = Dynamite

Oct 15, 2008 The Limits to Negativism

Sep 24, 2008 Plan B

Sep 19, 2008 Nobody Knows

Aug 28, 2008 What Worries Me

Jul 31, 2008 Doesn’t Make Sense

May 16, 2008 The Aviary

Mar 18, 2008 The Tide Goes Out

Feb 20, 2008 Whodunit

Jan 10, 2008 Now What?

Nov 10, 2009

HAL extends tender offer for Safilo's Senior Notes until November 27, 2009

Nov 10, 2009 Touchstones

Jul 8, 2009 So Much That’s False and Nutty

Mar 5, 2009 Will It Work?

Jan 9, 2009 The Long View

halholding.com / 2022

11-18

HAL extends tender offer for Safilo's Senior Notes until November 27, 2009

HAL extends offer to purchase Safilo's Senior Notes until November 30, 2009

halholding.com / 2022

11-26

HAL extends offer to purchase Safilo's Senior Notes until November 30, 2009

Dec 17, 2010

Dec 17, 2010 All That Glitters

Dec 1, 2010 Open and Shut

Sep 10, 2010 Hemlines

Jul 19, 2010 It’s Greek to Me

May 12, 2010 Warning Flags

Mar 17, 2010 I’d Rather Be Wrong

Jan 22, 2010 Tell Me I’m Wrong

Nov 16, 2011

Nov 16, 2011 It's All Very Taxing

Sep 7, 2011 What's Behind the Downturn?

Jul 21, 2011 Down to the Wire

May 25, 2011 How Quickly They Forget

Mar 2, 2011 On Regulation

Nov 19, 2012

Nov 19, 2012 A Fresh Start (Hopefully)

Sep 11, 2012 On Uncertain Ground

Jun 20, 2012 It's All A Big Mistake

Mar 19, 2012 Déjà Vu All Over Again

Feb 15, 2012 Assessing Performance Records A Case Study

Jan 10, 2012 What Can We Do For You?

Nov 26, 2013

Nov 26, 2013 The Race Is On

Aug 5, 2013 The Role of Confidence

Mar 13, 2013 The Outlook For Equities

Feb 21, 2013 High Yield Bonds Today

Jan 7, 2013 Ditto

Dec 18, 2014

Dec 18, 2014 The Lessons of Oil

Sep 3, 2014 Risk Revisited

Apr 8, 2014 Dare to Be Great II

Jan 16, 2014 Getting Lucky

Oct 22, 2015

January 2016 – Part 2: 31 Savvy Investment Ideas

Oct 22, 2015 Inspiration from the World of Sports

Sep 9, 2015 It’s not Easy

Jun 8, 2015 Risk Revisited Again

Mar 25, 2015 Liquidity

felixzulauf.com / BARRON’S:

January 2016 – Part 2: 31 Savvy Investment Ideas

Nov 14, 2016

Nov 14, 2016 Go Figure!

Nov 7, 2016 Implications of the Election

Aug 17, 2016 Political Reality

May 26, 2016 Economic Reality

Jan 19, 2016 What Does the Market Know?

Jan 14, 2016 On the Couch

Download PDF 9.76 MB

Half Year Financial Report

31 December 2016

documentAnnual Report 2016

Download PDF 9.76 MB

EXOR’S Board of Directors approves H1 2017 consolidated results

30 June 2017

documentHalf Year Financial Report

Download PDF 1.04 MB

30 August 2017

press releaseEXOR’S Board of Directors approves H1 2017 consolidated results

Download PDF 519.4 KB

Sep 7, 2017

Sep 7, 2017 Yet Again?

Jul 26, 2017 There They Go Again... Again

Apr 18, 2017 Lines in the Sand

Jan 10, 2017 Expert Opinion

Download PDF 17.35 MB

Trade Conflicts Will Arrive | March 5, 2018

31 December 2017

documentAnnual Report 2017

Download PDF 17.35 MB

felixzulauf.com / Sample Reports

Trade Conflicts Will Arrive | March 5, 2018

March 12, 2018 – Grant Williams Outtake “Turning Points and Timing”

felixzulauf.com / REAL VISION:

March 12, 2018 – Grant Williams Outtake “Turning Points and Timing”

March 12, 2018 – Interview with Grant Williams

felixzulauf.com / REAL VISION:

March 12, 2018 – Interview with Grant Williams

Consolidated financial results of CEZ Group for 2017 according to IFRS

Consolidated financial results of CEZ Group for 2017 according to IFRS
- Press conference
- Conference Call Recording

March 20, 2018

EXOR’S Board of Directors approves 2017 results

Board of Directors Meeting

26 March 2018

press releaseEXOR’S Board of Directors approves 2017 results

Download PDF 837.85 KB

exor.com / 2023

26 March 2018

Board of Directors Meeting

Against the Consensus | March 29, 2018

felixzulauf.com / Sample Reports

Against the Consensus | March 29, 2018

Annual report

Non-audited consolidated financial results of CEZ Group for Q1 2018

April 18, 2018

Annual report

Non-audited consolidated financial results of CEZ Group for Q1 2018
- Conference Call Recording

May 10, 2018

Annual General Meeting of shareholders

exor.com / 2023

29 May 2018

Annual General Meeting of shareholders

Shareholders' meeting

June 27, 2018 – Financial Sense interview on Trade Wars, Market Outlook, and Gold

June 22, 2018

Shareholders' meeting

felixzulauf.com / RADIO INTERVIEWS:

June 27, 2018 – Financial Sense interview on Trade Wars, Market Outlook, and Gold

Half Year Financial Report

Non-audited consolidated financial results of CEZ Group for Q1-Q2 2018

30 June 2018

documentHalf Year Financial Report

Download PDF 1.09 MB

Non-audited consolidated financial results of CEZ Group for Q1-Q2 2018
- Conference Call Recording

August 7, 2018

Semi-annual report - consolidated