U.S. activist investor Paul Singer’s Elliott Associates faces a disclosure probe over an alleged violation of local rules when it tried to block merger of two Samsung Group affiliates... read more

Introduction I believe that two of the most important investing principles that prudent investors should embrace are valuation and time in the market.  Consequently, the title of this article is... read more

1) The shares of one of my largest short positions (~3%), Exact Sciences, crashed by more than 46% yesterday. Below is the article I published this morning on SeekingAlpha,... read more

Did you wear sunscreen today? We normally don’t take care of our skin because we don’t mind the sunlight or the mighty sun can do to us as we... read more

Welling on Wall Street recently interviewed Boyar Value Group's Mark Boyar and Jonathan Boyar and talked about various topics including: their investment strategy, some of their current favorite stock... read more

Ariel Focus Fund commentary for the third quarter ended September 30, 2016. H/T Dataroma Also see Q3 2016 hedge fund letters Q2 2016 hedge fund letters Equity markets shook off the malaise that took... read more

Insider Trading is only allegedly for SAC Capital Point 72? Unfortunately but not surprisingly based on prior incidents with the Fed and other agencies it appears that leaks were given... read more

Accounting Perception vs. Reality in Emerging Markets - Caglar Somek read more

Since the economic crisis began, two of the more hotly debated issues among liberals and conservatives have been inflation and debt. Liberals generally argued that inflation wasn’t an issue and... read more

Goldman Sachs has a new report out on French Banks. They believe that French banks are in far better shape currently than the banks were in 2011. Goldman thinks BNP... read more