Boomers Behaving Badly: A Better Solution To The 'Money Death' Problem Brandes Institute Brandes Investment Partners January 2012 Abstract: In the United States and in several other wealthy countries, the demographic and... read more

From: Whitney Tilson <@kasecapital.com> Date: Fri, Oct 16, 2015 at 11:11 AM Subject: Kase Qualified Fund Q3 letter to investors To: Attached is my Q3 letter to investors, in which I discuss my... read more

This is the most brutally honest sell side report we have seen in ages.  Eric N. Berg, CPA,  Bulent Ozcan, CFA, Kenneth S. Lee cover asset managers at RBC Capital.... read more

CF Eclectica Absolute Macro Fund commentary for February 28, 2015. CF Eclectica Absolute Macro Fund: Performance Attribution Summary The CF Eclectica Absolute Macro Fund recorded a net gain of +2.9% in February,... read more

As Goldman Sachs looks towards a future $40 per barrel price of oil, private equity funds are building dry powder for further investments read more

Greenhaven Road Capital letter to investors for the second quarter ended June 30, 2015. Get The Full Walter Schloss Series in PDF Get the entire 10-part series on Walter Schloss in... read more

Tobias Carlisle | Deep Value Investing | Talks @ Google Published on Dec 24, 2014 "Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations " is... read more

Nintendo: There's A Glitch - Case Study by Joshua Kennedy, Sonian Capital Management Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save... read more

July Commentary From Ariel's John Rogers Over the last couple of years, U.S. merger and acquisition activity has been a conundrum. On the one hand, equity valuations ranged from dirt... read more

“Housing prices in the US never go down.” Q4 hedge fund letters, conference, scoops etc Just about everyone in America believed that in the mid-2000s. A limited amount of buildable land and... read more