Askeladden Capital letter to investors for the third quarter ended September 30, 2017. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save... read more

PetSmart, Inc. (NASDAQ:PETM) has been hiding poor results from investors claims the hedge fund Jana Partners LLC, who revealed in a regulatory filing  that they had obtained internal PetSmart documents... read more

The recent Fed interest rate hike is "out of sync" as the profit and leverage cycle are far more advanced than they would normally be at the time of the... read more

Pershing Square presentation on Herbalife Ltd. (NYSE:HLF) titled "The Big Lie." H/T Julia La Roche Herbalife a pyramid scheme: From the Federal Trade Commission: “ Every pyramid or Ponzi scheme collapses because... read more

It’s pretty amazing to see the TSX Composite now at just 4% below its all time high. A far cry from the oversold level of December 24 when the... read more

Baseball, Active Management And The Willingness To Be Wrong by Steve Borowski,  Aristotle Capital Management via CSInvesting July 2013 For what seems to be twenty years now, we’ve heard this steady... read more

This post is the result of me telling an online contact that I would post my views on Fairfax Financial Holdings Ltd (TSE:FFH) (OTCMKTS:FRFHF) and their recent filings, since... read more

Here is a look at the top five most shorted stocks in Europe and a quick look at a few famous names (like Lone Pine) which have bet against... read more

Daniel Gladis letter to Vltava Fund investors for the fourth quarter ended December 31, 2015, titled, "Why Not To Invest With Us." Vltava Fund: Why Not To Invest With Us Dear... read more

During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital discusses how unit economics provide an alternative method for valuing companies today. Here’s an... read more