“Davidson” submits: Q2 hedge fund letters, conference, scoops etc Highlights: US Crude Inventories 25.7mil BBL below 5yr mov avg. Tied to algorithms and believed to be a sign of economic strength/weakness,... read more

Grey Owl's letter to clients on the increasing prevalence of indexing. “Two roads diverged in a wood, and I— I took the one less traveled by, And that has made... read more

IMF Apologizes For The Immolation Of Greece is how The Guardian describes it - if you can guess which writer there you get a cookie - JK - its... read more

Wide-Moat Investing Case Studies: Paul Lountzis on Arrow International read more

China has been sharply criticized in certain free market circles for its rather overt influence used to curb selling in its stock market. Now Goldman Sachs report out Tuesday... read more

In 1986, Peter Munk bought a gold mine in northeastern Nevada for $62 million. Q4 hedge fund letters, conference, scoops etc PublicDomainPictures / Pixabay The mine was only producing 40,000 ounces of... read more

Whitney Tilson in his email discusses ERN Poker Tournament on July 20th; Similarities between Ironman Training & Investing; Roddy Boyd nails Insys Therapeutics; To Secure Loans, Chinese Women Supply... read more

Community Leaders Deliver Over 80,000 Petition Signatures to SEC Demanding Action on Toxic Swap Deals National Outcry on Same Bad Bank Deals That Could Cost Illinois Taxpayers $870 Million... read more

This is part eight of a multi-part series on Seth Klarman, value investor and manager of Boston-based Baupost Group. Parts one through seven can be found at the respective... read more

David Herro and Bill Nygren commentary from Oakmark International Small Cap Fund The Oakmark International Small Cap Fund returned 15.3% for the quarter ended September 30, 2013, in line with a... read more