White bread fans breathed a sigh of relief on Friday as Flowers Foods, Inc. (NYSE:FLO) won the kick off bid for the Wonder brand and other known ones for... Read More

Mario Gabelli, Gamco Investors chairman and CEO, discusses who Twenty-First Century Fox should sell some of its assets to, Disney or Comcast? H/T Dataroma Get The Timeless Reading eBook in PDF Get... Read More

What Matters in Corporate Governance? by SSRN Lucian A. Bebchuk Harvard Law School; National Bureau of Economic Research (NBER); Centre for Economic Policy Research (CEPR) and European Corporate Governance Institute... Read More

More Transparency Needed For Bank Capital Relief Trades by OFR By Jill Cetina, John McDonough, and Sriram Rajan Banks have significant incentives to reduce their required regulatory capital by transferring credit... Read More

Spruce Point is pleased to issue a critical forensic "Strong Sell" report on Amdocs, Ltd. (Nasdaq: DOX or “the Company”) - an opaque company incorporated in the dodgy tax... Read More

The Oil Price Crash In 2014/15: Was There A (Negative) Financial Bubble? Dean Fantazzini Moscow School of Economics, Moscow State University; National Research University Higher School of Economics (Moscow) June 18,... Read More

Jonathan Ruffer letter for the month of January 2016. I was having a wry chuckle at a headline in a pre-Christmas edition of the Daily Telegraph which read, ‘Why 2016... Read More

The fourth quarter of 2016 saw many major asset managers experience net outflows, a Moody’s report observes, while asset managers generated $529.8 million in performance fees, down 1.1% year... Read More

Activism in the U.S. vs. Germany - Florian Schuhbauer of Active Ownership Fund Read More

Although the investment notes that the economy is in the late innings of the baseball game, US preeminence is alive and well, but volatility and downdrafts are likely going... Read More