Experienced short-sellers will tell you that it’s not enough to find an overpriced stock and start loading up on put options, you also need to identify a catalyst for... read more

Future hedge fund inflows look positive, according to a Goldman Sachs Capital Introduction team survey reviewed by ValueWalk. The positive outlook for the hedge fund industry comes as it... read more

Now that the extended fight with activist investor Dan Loeb is finally over, Sothebys (NYSE:BID) can finally turn its full attention back to running auctions, and based on recent... read more

Passive investing has been in the news lately because more and more investment funds are being placed in passive investments. Assets managed by passive funds rose 18 percent last year,... read more

By Erik Kobayashi-Solomon, Managing Director - Framework Investing The first rule of modern finance – that a dollar today is worth more than a dollar tomorrow – is an... read more

Get ready for a world where idiosyncratic stock picking is coming back, says a Global Market Outlook from Oceanwide Asset Management formerly known as Quam Asset Management. With interest... read more

Risk And Return From A Value Investing Perspective The thinking in traditional finance theory is that, to gain higher returns; you need to take on more risk. Thus, higher returns... read more

9/27/17 Presentation at CFA Society of NYC: Couples Counseling: Improving the Communication Between Analysts and Portfolio Managers On September 27, we gave a talk at the CFA Society of NYC... read more

Société Générale’s ‘expensive stocks with poor earnings quality screen’, which is published monthly, seeks to unearth the market’s most undesirable stocks -- if you’re looking for short ideas the report is... read more

The top performing hedge funds strategies year to date struggled in July, as the stock market exhibited a difficult month and commodities indexes were over 5 percent lower on... read more