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While not mentioning any of Elon Musk's various entities (perhaps for a reason) or dying on Marks, some analysts are looking out of this world for an answer to... read more

Banco Santander Leads Europe Through Messy Times
If you are looking for banks trading below book value within Europe, you're not short of choice. Unfortunately, while many banks look appealing on a price-to-book ratio, I want... read more

Is New York The Next Silicon Valley, Asks NY Fed
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Between 2007 and 2014 the number of tech jobs in New York City grew 58%, compared to just 12% for the US overall and 36% for San Mateo –... read more

Has China's 'stealth QE' fixed the economy?
At the beginning of the year, the financial world’s attention was fixated on China and the country’s response to slowing economic growth and pressure from speculators on the renminbi. Six... read more

Dan Loeb Q3 Letter “Our democracy has also been meaningfully disrupted this year”
By VW Staff
Dan Loeb's Third Point Q3 letter to investors Also see Q3 2016 hedge fund letters Q2 2016 hedge fund letters Third Quarter 2016 Investor Letter [drizzle] Review and Outlook Third Point returned approximately 5% during the... read more

Vilas Fund 4Q15 Quarterly Letter: Arbitraging the value vs. growth phenomena
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Vilas Fund letter for the fourth quarter ended December 31, 2015. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to... read more

Shell Sues Greenpeace In Efforts To Stop Anti-Drilling Demonstrations
By VW Staff
Greenpeace international will be defending itself in a Dutch court against Royal Dutch Shell plc (NYSE:RDS.A) (NYSE:RDS.B) after the petroleum big wig sued the environmental organization. Shell wants the... read more

Prescience Point Strong Sell On Chicago Bridge & Iron (CBI)
By VW Staff
Prescience Point Research Group is pleased to release its latest report on Chicago Bridge & Iron Company N.V. (NYSE:CBI). The complete 40 page report can be downloaded at our... read more

Lululemon Story Highlights Importance Of Knowing Your Base
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Does the CEO of a firm have an impact on sales when he sticks his foot in his mouth and offends the company’s trend sensitive, fashion forward customers? If... read more

Seth Klarman’s Margin of Safety Has Been Amazoned (In more Than One Way)
Is there anything Amazon can't disrupt? Seth Klarman's Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor, which has awarded him cult status in the annals of... read more
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