Dick Bove on Fannie Mae Q1 earnings Fannie Mae reported first quarter earnings of $0.04 per share. This is $0.04 per share above my estimate and $0.11 per share above... read more

With a weekend vote in Greece potentially triggering a derivatives default, one that banks and Larry Summers have indicated they are prepared for (“foam is on the runway,” Summers... read more

Buying the S&P 500 is a perfectly acceptable investment strategy for the average investor, Mohnish Pabrai noted in his August 2020 presentation to investors reviewed by Valuewalk, of the... read more

Value Tripod - Fundamentals Of Value Investing by Joao Alves - Ahead Of The Crowd Intro Much has and will been written about the anatomy of value investing. Anyone who has... read more

Thirty Big Ideas from Seth Klarman's Margin of Safety by Vishal Khandelwal, Safal Niveshak With the possible exception of Warren Buffett, no investor today commands more respect than Baupost... read more

Goldman Sachs analysts Robert D. Boroujerdi, Michael Chanin, Deep Mehta, and Christopher Wolf present their case for a likely pickup in U.S. M&A activity and their strategic M&A ideas. M&A:... read more

Margin Of Safety: The 3 Most Important Words In Investing by Chris Gilbert Margin of Safety, a concept put forth by Benjamin Graham, has been central to the value investing... read more

Oil Prices - A Barrel Of Texas Tea: Half-Full Or Half-Empty? by Jim Masturzo, Research Affiliates Key Points We develop a simple model to forecast the price of oil 12... read more

Considering that we are in March, euro inflation-linked bonds have been accreting the seasonally weak January HICP print over the course of the month, implying that carry is poor for... read more

Knowing where to look for the best investments and how to think about investing is more important than being a specialist in a particular sector or industry according to... read more