As the publication of our report on activism in the first half of the year is nigh, I thought I would share some of the most interesting findings. Venture Capital... read more

"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." Mark Twain When it comes to the stock... read more

Notes from the Value Invest New York which took place at the Metropolitan Club on the 4th of December 2018. The speakers provided valuable insights into the methods and... read more

Given the stubborn gender gap well established in the investment industry, bringing more women into the sector will move a long way toward achieving investors’ long-term goals, notes State... read more

Even after last year’s bull market and indexes that have doubled since 2009, most Americans still don’t trust the stock market. A recent survey of 1000 households by Bankrate... read more

Trying to predict the end of economic cycles isn't an easy game, but analysts at Morgan Stanley believe that they have some idea as to the date of the current... read more

Jaswant "Jason" Gill and Javier Rios must think mainstream investors are "ALLEGEDLY" reasonably stupid. And judging from the apparent success at raising $9.3 million from investors in what is... read more

Mohnish Pabrai's book, The Dhandho Investor: The Low-Risk Value Method to High Returns, has become required reading for value investors around the world. Q3 2019 hedge fund letters, conferences and... read more

Barclays PLC (NYSE:BCS) (LON:BARC)’s 2014E EPS could increase by 11% and ROE would increase 100 bps if the bank decides to cut back market risk assets associated with its... read more

Renewable energy has long been held back by higher costs than traditional energy sources, but even as those have fallen the difficulties around intermittent power generation have created their... read more