Davis Opportunity Fund: An Update from The Davis Research Team Q: Please provide an overview of Davis Opportunity Fund. A: Davis Opportunity Fund, which invests predominantly in U.S.-listed companies, has the... read more

Where to find value? Just as any real value investor knows that companies which have lower valuation metrics on average far outperform the S&P 500, so too countries which are cheaper... read more

When Janet Yellen talks, the market listens. Tech stocks took a breather from their torrid valuations As she was discussing the stock market in detailed terms, calling out specific stock sectors... read more

The Impact Of Oil Price Shocks On The US Stock Market: A Note On The Roles Of US And Non-US Oil Production Wensheng Kang Kent State University - Department of... read more

Here is an excerpt from 250words.com by on CEO of SAP: why writing about the past helped me lead in the present followed by a book review on Winners Dream:... read more

Fund managers are holding record underweights to the commodities sector, while emerging market sentiment has hit a near five year low, according to the latest Bank of America Merrill... read more

Anti-Competitive Effects of Common Ownership via SSRN José Azar Charles River Associates (CRA) Martin C. Schmalz University of Michigan, Stephen M. Ross School of Business Isabel Tecu Charles River Associates (CRA) April 15,... read more

Berkshire Hathaway: A Safe, High-Quality, Growing Company With 52% Upside Over the Next Year (and Only 8% Downside Thanks to the Share Repurchase Offer). A presentation by Whitney Tilson... read more

The good folks over at Transtrend (the 12th largest managed futures program in our top 100 managers infographic) are out with a new research piece via the CME that... read more

Selling by Balanced Mutual Funds, Risk Parity Funds and CTAs after Trump’s inauguration will be the primary source of market instability towards the end of January, according to research... read more