Where Does Investment Edge Come From, with Josh Brooks of Granite House Capital Management read more

A mediator was appointed to assist in the plan negotiation process in the Chapter 11 cases of Residential Capital, LLC.  The appointment came seven months after ResCap, a subsidiary... read more

When John Maynard Keynes managed the endowment of King’s College at Cambridge University, the actively managed part of his portfolio beat the performance of the British common stock index... read more

Exploring the Determinants of Levered Portfolio Performance [PODCAST] by Abby Farson Pratt, CFA Institute Over the past two years, two teams of Financial Analysts Journal authors have been exchanging ideas... read more

I wanted to share with you a few lessons I’ve learnt reading about the High Yield Credit Cycle from the portfolio managers – Ed Meigs and Sean Slein –... read more

In September, I took a look, in a series of posts, at two companies that had crested the trillion dollar market cap mark, Apple and Amazon, and concluded that... read more

This series is devoted to notes of Ben Graham’s Security Analysis lectures between September 1946 and February 1947 at the New York Institute of Finance. The series of lectures was titled... read more

Working in Chesapeake Energy Corporation (NYSE:CHK) extends one the best working experiences, doesn’t it? Apart from receiving a good paycheck, employees at the energy behemoth get the opportunity to enjoy some... read more

John Heldman on the elusive concept of a company's culture Elusive Concept of a Company's Culture read more

I don’t think anyone believes we will go to back to anything like January 2020 normalcy anytime soon. We have no idea, even if restaurants and everything open, what... read more