Morningstar’s Christine Benz recommends these tried-and-true value-leaning stock funds, still-open foreign-stock favorites, and TIPS funds for investors who want to tilt against the grain.
When Sanford Bernstein’s Jay Huang looks back at 2017, he doesn’t see the oddest political wrangling accompanied by surreal market environments. He appears more awed by the pace of... read more
In Daniel Kahneman’s excellent book, Thinking, Fast and Slow, he investigates two systems of thought. The first is quick and automatic. The second, more focused on complex issues. Both... read more
Bill Ackman, Founder and CEO of Pershing Square, discussed taking Pershing Square Holdings public and U.K. companies he was considering with Bloomberg TV's Francine Lacqua and Guy Johnson today.... read more
Hedge Fund Solutions will be doing a multi-part series via Valuewalk over the next month. The research firm’s catalyst equity research report weekly research highlighting activist investment campaigns. See Highly Probable... read more
Bernstein’s Global Quantitative Strategy team has had two weeks of listening to depressing stories from fund managers who didn’t catch the “pro-cyclical upswing” that occurred in the wake of... read more
Muddy Waters is short Manulife Financial Corp. (“MFC”). MFC’s life insurance subsidiary, The Manufacturers Life Insurance Company (“Manulife”), just concluded a trial that could significantly damage its earnings, capital,... read more
SEC Crackdown .. After hearing much behind the scenes chatter as well as on the record statements last year on a forthcoming Securities and Exchange crackdown on industry practices... read more
Sanjay Bakshi Discusses Contrarian Investing Question 1: What would you define as a contrarian investing? To me contrarian investing is not about betting against the crowd. It’s about having an independent... read more
Chris Davis: Compounding Interest by Value Investors Insight Get The Full Walter Schloss Series in PDF Get the entire 10-part series on Walter Schloss in PDF. Save it to your desktop,... read more
Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Leading value investors use The Manual of Ideas in their idea... read more
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