It has been difficult to quantify the bullish sentiment that has driven the stock market since the election of US President Donald Trump. That doesn’t prevent JPMorgan’s Michael Cembalest,... Read More

As the Greek Syriza opposition party continues to lead in public opinion polls, banks and brokerage firms with SWAPs insurance exposure and currency trading issues relative to a "Grexit"... Read More

Published on Jun 22, 2017 In 1995, Charlie Munger gave a speech about how the human mind tricks itself into making poor decisions. This is an abridged and animated version... Read More

Manual Of Ideas Wide Moat Ideas The search for great business is both harder and easier that the search for cheap but mediocre businesses. It is harder because truly great... Read More

Longleaf Partners letter to shareholders for the first quarter ended March 31, 2015. The steady upward climb of the S&P 500 has intensified the debate over active versus passive investment... Read More

Polaris Global Value Fund commentary for the second quarter ended June 30, 2015. Get The Full Walter Schloss Series in PDF Get the entire 10-part series on Walter Schloss in PDF.... Read More

Are Lower Private Equity Returns The New Normal? by Eileen Appelbaum and Rosemary Batt - Center for Economic and Policy Research Executive Summary U.S. private equity fundraising had its best year... Read More

In my last post, I looked at Apple and Amazon, as their market caps exceeded a trillion dollars, tracing the journey that they took over the last two decades... Read More

China And Commodities: What Are The Markets Missing? by Silvercrest Asset Management There's something happening here What it is ain't exactly clear There's a man with a gun over there Telling me I... Read More

When Anonymous Analytics revealed stunning allegations about Tianhe Chemicals Group Ltd (HKG:1619), first reported by ValueWalk on September 1, the stock began to crater, moving from $2.43 to $1.37... Read More