Carl Icahn has been in the news a lot recently so much so that some are now wondering if the 77 year old investor is starting to overshadow history's... Read More

Jana Partners, the activist hedge fund headed by Barry Rosenstein increased its stake in Hertz Global Holdings, Inc. (NYSE:HTZ) to 8.3% based on its regulatory filing with the Securities and... Read More

Capitalist David Einhorn, founder and president of Greenlight Capital, must like Karl Marx. At the conclusion of his fourth quarter investment letter, where he announced somewhat yawn inspiring 8... Read More

Sandon Capital Activist Fund commentary for the month ended June 30, 2016. Sandon Capital Activist Fund Commentary The Fund delivered a return of 0.7% in June, bringing total returns (net of... Read More

Dan Loeb Q3 letter below (see Loeb Q2 here), the hedge fund has purchased Nokia. We will have more coverage shortly. Equity Position: Nokia Corporation (“Nokia”) We purchased Nokia Corporation (NYSE:NOK)... Read More

The 11 Most Active VC Investors In Cleantech by Mikey Tom, PitchBook There was a period of time in the not-so-distant past when cleantech appeared to be the next great frontier for... Read More

Steven Ko's memorandum to Starvine Clients on Brexit. Memo to: Starvine Clients From: Steven Ko Re: Brexit Date: June 26, 2016 If paying a low or reasonable price is core to the success of... Read More

Anthony Bozza's Lakewood Capital generated a net return of 4.1% in the second quarter of this year, according a recent investor letter seen by ValueWalk. Lakewood should be up around... Read More

Retail Banking - In Tech We Trust by The Economist Intelligence Unit Executive Summary The digital revolution has moved from existential threat to potential survival strategy for the world’s retail banks. For... Read More

A Study Of Analyst-Run Mutual Funds: The Abilities And Roles Of Buy-Side Analysts Gjergji Cici College of William and Mary - Mason School of Business Claire M. Rosenfeld College of William... Read More