At recently published article in the Financial Times grabbed my attention. Citing data from Dealogic, it claimed that in 2012 and 2013 investors rewarded companies with increased share prices... Read More

Allen Global Partners, a New York based hedge fund, posted an average return in 2014. The fund was up 0.96% return in Q1, according to a quarterly update seen by ValueWalk.... Read More

In the event of the Fed staying dovish and/or the RMB depreciating further against the USD, Goldman Sachs analysts anticipate that macro flows would stay equity-friendly in the near term.... Read More

The Hedge Fund Mirage: Q&A With Simon Lack via The Brandes Institute In his 2012 book, The Hedge Fund Mirage, author and investment industry veteran Simon Lack argued that since... Read More

It’s not enough to hand over your money to the government anymore. Q4 hedge fund letters, conference, scoops etc Now you have to pay them for the privilege to do so. That’s... Read More

Billionaire investor Carl Icahn spoke with FOX Business Network’s (FBN) Charlie Gasparino about his positions in Apple Inc. (NASDAQ:AAPL) and Herbalife Ltd. (NYSE:HLF). He discussed his proposal for Apple... Read More

Aswath Damodaran Botox, Viagra or Placebo?: The Pfizer Allergan Deal   Published on Nov 18, 2015 Pfizer is planning to buy Allergan in a mega-deal, motivated by two factors: the desire to... Read More

Despite the headwinds now facing the global economy, the S&P 500 rallied 1.5% last week, near to an all-time high. However, despite this rally, according to Bank of America’s flows data,... Read More

Q2 hedge fund letters, conference, scoops etc Get instant access to Dr. Stotz's proven '9 Valuation Mistakes' cheat sheet! Get access now! Indonesia and the Philippines still appear attractive but... Read More

In a nod to Argentina’s position, the UN General Assembly strongly endorsed a new legal bankruptcy framework for sovereign debt restructuring. But it was those who voted against it... Read More