Lone Pine Capital shifted its technology money around its long portfolio in the third quarter of 2013 judging by the company's recently filed 13F. The company added a massive... read more

The Department of Justice is reviewing a request to investigate Johnson & Johnson (NYSE:JNJ) over destruction of potential evidence in a civil matter. Johnson & Johnson: Destruction of documents at issue While Johnson... read more

The winds of change have been blowing over the last few months as some institutional investors cheer the return of volatility as a new opening for an array of... read more

One of the unintended side effects of this week’s Federal Open Market Committee meeting is that value stocks are set to outperform growth, according to research from Barclays analysts... read more

China Debt Default? To alleviate its debt problem, China should adopt appropriate macro-economic policies encompassing currency depreciation and cutting interest rates to an ultra-low-level within two to three years, believe Nomura... read more

Clicking on a YouTube ad could lead to a malicious “Sweet Orange” virus, press reports say. When users click on a YouTube ad, the traffic flows through legitimate advertising aggregators... read more

Risk continues its inexorable march across the physical and virtual dimensions, with the diverse nature of threats now unprecedented in terms of severity, and their potential impact for lenders,... read more

The painful emotional roller coaster that is riding out a losing investment thesis can be seen in Russell Clark’s recent letter to investors, a copy of which was reviewed... read more

Japan has long been touted as the best place to find bargains for value investors, but Japanese positions are rare for North American value focused hedge funds. International value... read more

David Winters saw this move coming from a mile away. When Winters claimed that The Coca-Cola Co (NYSE:KO) was a potential leveraged buyout target of Warren Buffett – and Buffett denied... read more