Roger Lowenstein , director of SEQUX weighs in on the latest news. Lowenstein discusses a report by James Stewart of The New York Times that a boardroom battle is brewing over the fund’s stake in Valeant.
Does Limited Attention Matter In Security Analysis? Evidence From Analysts' Reliance On Categories Hae Mi Choi Loyola University Chicago Swasti Gupta-Mukherjee Loyola University Chicago - Department of Finance July 1, 2016 Abstract: This... Read More
If one thinks that only Donald Trump and Larry Summers are the only ones making flammable comments in 2015, they might do well to consider statements made by a... Read More
Askeladden Capital Partners letter to investors for the second quarter ended June 30, 2017. Dear Partners,Low Volatility Could Last Another 18 Months: Goldman YTD, Askeladden Capital has returned approximately –3% net... Read More
Motiwala Capital LLCÂ 2013 shareholder letter. Dear Investors, The year 2013 ended on an even stronger note than 2012 with the US equity market as reflected by S&P 500 up ~32%. Motiwala... Read More
MIB WITH Howard Marks of Oaktree Capital. Read More
T. Boone Pickens Talks Energy, Security And Shop With Carl Icahn via PickenPlan This week’s Pickens Podcast is a conversation with Carl Icahn. Carl and Boone were pioneers in the... Read More
Graham Clapp and Edward Rumble, former Fidelity fund managers who now run the $641.25 million (€475 million) Pensato Europa Total Return Fund, reported that while the year 2013 was... Read More
Boosting his bet on the building industry, Warren Buffett (BRK.A, BRK.B) discloses a 30.5% stake in USG. He now owns 43.4M shares vs. about 17M at last report. USG +2.2% premarket http://seekingalpha.com/currents/post/1488261 http://archive.fast-edgar.com//20140102/AR22522GZZ2RFTZZ2HZH2ZXOTU2QEZ22Z25G/ This Amendment No. 6 to... Read More
Kovitz Investment Group Q4 letter to shareholders. This quarterly installment of our investment commentary follows a Question and Answer format. We attempted to include a wide range of issues, from... Read More
European Venture Industry Slows Further In 1Q16 by PitchBook Introduction European venture investment continued to decline in the first quarter of 2016, not only due to intensifying macro and political concerns... Read More
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