Ira Sohn London: Eashwar Viswanathan Krishnan, Managing Partner of Tybourne Capital Management Trade Idea: Media within Asia, Indonesia - PT Media Nusantara Citra TBK (OTCMKTS:PTMEY), Surya Media (SCM) India... Read More

FPAFund's special commentary for the month of January 2019, titled, "Risk Is Where You're Not Looking." Q3 hedge fund letters, conference, scoops etc “To expect the unexpected shows a thoroughly modern... Read More

The equity investing environment continues to be characterized by low interest rates, low economic growth and full valuations, the Kenmare Fund noted to its investors in a July 29... Read More

Odey takes an interesting view on the Chinese stock market and its relation to the economy. See the full letter below.   Odey International Fund monthly commentary for the period ended... Read More

Sequoia Fund Ruane, Cunniff & Goldfarb Investor Day Bob Goldfarb: Good morning and welcome to our investor day. We will take questions until 12:30. We have to vacate the room by... Read More

The largest hedge funds in the world had assets under management reductions, according to the latest Absolute Return Billion Dollar Club rankings out Friday. The losses came following legal... Read More

USD Strength - Even though investors have been fleeing Japanese equities fearing the failure of Abenomics, analysts at Macquarie believe we might be close to an inflection point. In their... Read More

Oakmark Select Fund commentary for the first quarter ended March 31, 2016. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it... Read More

Does The Market Value CEO Styles? Antoinette Schoar Massachusetts Institute of Technology (MIT) - Sloan School of Management; National Bureau of Economic Research (NBER) Luo Zuo Cornell University - Samuel Curtis... Read More

How To Get Investing Scuttlebutt - William Sheeline Of Longview Research Read More