Looking at the investing world from the common “hunt for yield” lens is not only tired, but such a clumsy focus might obfuscate the market view. The hunt for... read more

Taking "patient" out of the Fed's verbiage was Kabuki Theater, as major noncorrelated fund suggests traders keep and eye on the trends, which will continue to persist amid a... read more

What You’ll Learn Under Armour needs to improve performance and it has to be reflected in the financials first. Issues with inventory management. Quality factors are on the low... read more

More than half of large cap fund managers outperformed their benchmarks during the first half of the year, a remarkable comeback for active portfolio management. In fact, Bank of... read more

Equity hedge fund managers up 5.23% year-to-date, recouping most of last year's losses Q4 hedge fund letters, conference, scoops etc The global hedge fund industry continued its recovery in February, gaining... read more

What Do Private Equity Firms Say They Do? via SSRN Paul A. Gompers Harvard Business School - Finance Unit; Harvard University - Entrepreneurial Management Unit; National Bureau of Economic Research... read more

Cook & Bynum quarterly portfolio managers' update. Cook & Bynum initiated their first new equity position in over two years during the second quarter.  A decline in the price of Coca-Cola... read more

The following is an excerpt from an email which Whitney Tilson sent to ValueWalk. For some context see Tilson on K12 ‘My response to Dear Whitney – Are we having... read more

Abengoa - With numerous elite educations supporting stock analysts all swirling around the finance industry, it took a 17-year-old student conducting fundamental research to logically and accurately predict the... read more

Donald Trump's core personality is not likely to change, says Capital Economics US Economist Michael Pearce. When his back is against the wall with few legislative accomplishments to show... read more