The growth in margin debt is once again on people’s minds, reaching new all-time highs this year more or less in line with the S&P 500, but even if... read more

Bill Ackman’s Pershing Square Capital Management LLP won two seats on the board of Zoetis. The announcement comes just two months after the activist investor built a more than 8%... read more

What's Going On With Platform Specialty Products Corp (PAH)? by Before Losing My Sanity It’s been a tough year for anything remotely related to commodities or agriculture and Platform Specialty... read more

In yesterday’s alert we wrote that the reversal in the precious metals market should once again not be taken at its face value and that one should not overreact... read more

With long / short strategies being the most sought after – and having delivered the best returns in the third quarter of 2015, according to a Prequin study reported... read more

Choice Equities Capital Management letter to investors for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc Dear Investor: 2019 is off to a solid start. The... read more

Facebook Inc (NASDAQ:FB) is at the top of most lists when discussing new entrants into the online advertising market, but there is another company out there with a rich... read more

Mason Hawkins speech from the 2018 Ivey Ben Graham Value Investing Conference in Canada from April 2018. Also check out our Sohn Conference notes right here. Also Baupost 2017 letter Klarman On Bitcoin ... read more

Swift on the heels of Apple announcing it is utilizing facial recognition for iPhone X security, and the Chinese government getting involved, London-based HSBC is joining the recognition party.... read more

Warren Buffett's Union Tank Car Co., is earning serious dividends on the firm's contracts to haul shale oil, according to a report from Bloomberg. Union Tank specializes in providing... read more