14
Jan
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Apr
Europe Is a Buy, Says Morgan Stanley Analyst Who Made the Prediction In March
With the first round of the French election in the rearview mirror, there are clear winners and losers. With Emmanuel Macron and Marine Le Pen facing the chosen two... read more
08
Oct
Prem Watsa's Bid for BBRY from Behavioral Finance Perspective
Behavioural finance expert Hersh Shefrin explains why Prem Watsa is investing in BlackBerry Ltd (NASDAQ:BBRY) (TSE:BB), despite its financial struggles. Video embedded below: read more
02
Sep
David Einhorn Reduces Stake In Delta Lloyd As Insurer Drops To Record Low
Delta Lloyd NV has slumped to a record low today after it emerged that David Einhorn, one of the insurer's largest shareholders, has been reducing his stake in the troubled... read more
21
Oct
One Ring To Rule Them All…
My buddy Kuppy, who I’ve introduced you to many times before and who you can find hanging out here, wrote a piece last week. It’s a great piece and worth sharing.... read more
17
Sep
Eike Batista: Lessons from the Downfall [VIDEO]
Eike Batista‘s story – flamboyant entrepreneur becomes the richest man in Brazil, only to see most of it wiped out when the market turned against him – has at... read more
26
Apr
Warren Buffett of Berkshire Interesting Facts [Infograph]
Warren Buffett, Chairman & CEO of Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) aged 81, is probably the most famous investor ever. While his position on the Forbes List of the World's Richest... read more
23
Jan
First Eagle Global Value Team 2016 Annual Letter
First Eagle Global Value Team annual letter for the year ended December 31, 2016. H/T Dataroma First Eagle Global Value Team - Economic Overview The year 2016 delivered more than its share... read more
06
May
David Nierenberg 3X Upside for Superior Energy
David Nierenberg & Cara Jacobsen (The D3 Family Funds) Involved in for 13 – 14 years. They like busted growth companies. Take a 10% stake. Collaborative way with management. Intrinsic... read more
16
Sep
Clifton Robbins: How to Find Companies Poised to Unlock Value
Clifton Robbins, Blue Harbour Group: Think Like an Owner - Finding Companies Poised to Unlock Value from the 9th Annual Value Investing Congress. Clifton Robbins is founder of Blue Harbour... read more
29
Jan
Goldman Makes Key Connection With Dollar And Commodity Deflation
Goldman Sachs, which accurately forecast the consequences of a higher U.S. dollar on multinational earnings in October of 2014 – an issue now being felt in 2015 earnings season... read more
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