Joel Greenblatt is no magician, but the founder of New York-based Gotham Asset Management does have a magic formula for investing. In 2005, Greenblatt, who also has been teaching... read more

Despite some increased volatility in equity markets, benchmark interest rates and credit prices, Credit Suisse expects 'to see fairly resilient underlying business performance and cash earnings generation for the... read more

Just yesterday we posted how of all BofA clients only hedge funds have been raking up their stakes in US equities, the trend seems ubiquitous. Societe Generale's Hedge Fund... read more

One of the top value funds we know of, had another great year. Khrom Capital’s letter to limited partners (run by, Eric Khrom, who made it to the Forbes 30... read more

I'm a free-trader, and TPP is good for American business, says Stan Druckenmiller, Duquesne Capital founder, sharing his concerns about Trump's trade talk but says while it is definitely... read more

Denali Investors Q1 letter Get The Full Seth Klarman Series in PDF Get the entire 10-part series on Seth Klarman in PDF. Save it to your desktop, read it on your... read more

Longleaf Partners Fund commentary for the third quarter ended September 30, 2015. H/T Dataroma Longleaf Partners Fund was down 19.78% in the third quarter, trailing the S&P 500 Index’s 6.44% decline.... read more

We’re a few weeks away from releasing the February Value Ventures research report. If you’re not familiar, Value Ventures is our premium value investing research service. We cover deeply... read more

Just after the Swiss National Bank eliminated the peg controlling the price of its currency to be linked to that of the euro and sending the Swiss currency to... read more

Get ready for a “risk on” trade to emerge, says a Credit Suisse report, as copper is likely to continue its downtrend and a weaker Euro currency should benefit... read more