Mind the Gap, it’s Temporary By Randall Abramson, Trapeze Asset Management If a stock remains undervalued even as its underlying value is expanding, it is highly likely that the valuation gap... read more

Via Steven L. Kiel's Arquitos Capital Partners (a value hedge fund) 2013 letter to investors January 10, 2014 He who lives by the crystal ball soon learns to eat ground glass. Edgar R.... read more

Are you looking for a profitable and debt-free company with attractive key metrics, high insider ownership and strong catalysts? Do you also want it to be off the beaten... read more

The past year has been one of the most difficult investing environments for high active share strategies since the financial crisis.  In a nutshell, cheap money and accommodative central... read more

When the First World War ended in 1918, the world celebrated peace, but investors on Wall Street suffered. Following the armistice, between 1918 and 1919, the US economy experienced... read more

Challenging the Empirical Contribution of Thomas Piketty's Capital in the Twenty-First Century Phillip W. Magness George Mason University - Institute for Humane Studies; George Mason University - School of Public... read more

Overlooked Liquidity Ratio, Large Funds And Hedge Funds Can't Use, Gives You Higher Returnsby Tim du Toit, Quant Investing Do you think the value of a company’s shares traded on... read more

When the Internet Association yesterday released a statement of support for the Trans Pacific Partnership (TPP) trade agreement, proponents of the deal noted it sealed the last remaining holdout... read more

16 Months And Counting - An Update Of Eliminating Surprises Using Citi Surprise Index by 720 Global In his 2016 State of the Union Address, President Barack Obama accused those... read more

Macro news has become important again, rising to the average 2013 level and set to increase as poor domestic economic data and concerns about weak emerging markets push stock... read more