Speaking at the Invest for Kids conference in Chicago, Mason Hawkins, founder of Southeastern Asset Management, a concentrated long term value investors with $35 billion under management in a... read more

Suspicious Earnings by Eric Fernandez, head of Two Rivers Analytics, Inc. Could profitability drop away on your favorite long position? Could you identify these companies as good shorts? Our screen identifies... read more

As we’ve recently reported, buybacks have outperformed the market for nearly twenty years, but Citi analyst Tobias Levkovich thinks this emphasis is misplaced. “It is the consistency of shrinking... read more

Hedge funds are being shown in a relatively poor light considering their unimpressive returns this year when juxtaposed against those of the S&P500. The latest ‘Hedge Fund Trend Monitor’ study... read more

In the olden, some say golden days of professional hockey, intimidation was a factor in outcomes. Truth be told, same can happen on Wall Street – today. From one... read more

“Capital allocation is always important but is especially pertinent in the United States today given the high return on invested capital, modest growth, and substantial cash on corporate balance... read more

One common theme among value investors is the habit of looking for companies that have been beaten up or fallen out of favor for one reason or another. Many... read more

Greece is not a stable country, and it does not have a thriving economy. The country's debt problems and political paralysis have been the subject of much analysis. A... read more

SoftBank Corp (OTCMKTS:SFTBF) (TYO:9984) is preparing to acquire U.S. wireless carrier T-Mobile and is discussing funding for a deal with financial institutions. According to the Nikkei news agency, the Japanese telecom... read more

Italian luxury sportscar maker Ferrari is accelerating towards a stock market listing after its parent Fiat Chrysler Automobiles filed for an initial public offering on the New York Stock... read more