Bruce Greenwald on Value Investing at 31st Annual GAMCO Client Meeting Published on May 23, 2016 Professor Bruce C. N. Greenwald holds the Robert Heilbrunn Professorship of Finance and Asset Management... read more

Will Big Pharma tax breaks drive a wave of M&A? Of all the US companies hoarding cash overseas, Apple's cash pile, at $252 billion is by far the largest. What... read more

Sui Generis November 2015 letter discussing high yield debt titled, "The Horses Have Already Left." Friends & Investors, Our November edition of Multiple Thoughts led with the suggestion that the previous... read more

Farnam Street Investments commentary for the month of July 2020, discussing William J. Bernstein's book called Deep Risk and which is safer, stocks or bonds? Q2 2020 hedge fund letters,... read more

After almost one week of deliberations, a jury has found Texas financier R. Allen Stanford guilty in a $7 billion Ponzi scheme. He was convicted on 13 of 14 charges... read more

The US government is becoming increasingly bullish on their ownership of Fannie Mae / Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage... read more

As if a savior finally revealing himself to his people Carl Icahn has walked into Chesapeake Energy Corporation (NYSE:CHK) and instantly changed the fortunes of the ccompany's investors. The... read more

This makes for an interesting reading: Continuing almost two decades of tradition, our experts have made 10 Outrageous Predictions for the year ahead. Their consensus-smashing forecasts would send shockwaves through... read more

Brought to you by Validea.com, the Value Stock of the Week provides a detailed report on a company that scores well based on the stock selections strategies of Wall Street's... read more

Rising mortgage interest rates were perhaps the pivotal reason the Federal Reserve refrained from cutting back on QE3. In the post-meeting communiqué, the Fed clearly said it was unhappy... read more