Lightsail Capital produced a positive return for its investors of 10% in 2018, substantially outperforming its benchmarks, the Russell 2000 Total Return Index and the S&P 500 Total Return... read more

David Rolfe on how institutional imperatives create investment opportunities read more

CEO of Pershing Square Capital Management Bill Ackman is planning to launch a “counterattack” on Herbalife Ltd. (NYSE:HLF) following statements made against Ackman during last week’s investor meeting, according to... read more

In a relatively slow oil market, a turmoil has emerged with shutdowns in the Gulf of Mexico, as Hurricane Isaac nears the region. The tropical storm Isaac has gone... read more

Current Views And Reiterations Of Ben Graham And Peter Lynch by Redfield, Blonsky & Co. May 31, 1996 Dear Client: We would like to inform you of some views on investing and... read more

In this session, Aswath Damodaran looks at how choose between projects (with similar and different lives/scales) and to deal with project side costs and benefits. Aswath Damodaran: Project interactions, side... read more

Count the $3 billion Seminole Capital Management as yet another hedge fund that is blaming the odd quantitatively driven market environment for its troubles. The fund’s solution is to... read more

Speaking at the Bank for International Settlement’s annual general meeting, BIS general manager Jaime Caruana drew a gloomy picture, saying that “the Great Financial Crisis still casts this long... read more

The good news is that consumer credit has had two consecutive quarters of sequential growth for the first time since the Great Recession, with retail credit reaching $12.96 trillion... read more

The argument for investing in gold is different than almost anything else: there is no cash flow to be valued or sales growth to be optimistic about and (unlike... read more