23
Dec
By Rupert Hargreaves
Lawrence Cunningham is widely regarded as an expert on Warren Buffett and his book The Essays of Warren Buffett: Lessons for Corporate America, which is now in its fourth... read more
22
Aug
By Mark Melin
As interest rates continue to decline, stock prices have been moving in tandem since last summer, Ryoji Musha, president of Musha Research observes. This correlation gives pessimists “a reason... read more
06
Jan
By VW Staff
The Business Insider says the average call, across 14 top market forecasters, is for the S&P 500 to touch 1,955 by 2014-end. This would imply another 7% upside from... read more
20
Nov
By Rupert Hargreaves
This is part six of a ten-part series on the life and career of Benjamin Graham, the Godfather of value investing and the Dean of Wall Street. You can... read more
20
Oct
By Mark Melin
Move over Odey and welcome Dorset Energy....
Returns distributions on the HSBC Hedge Weekly leader board are showing their widest range in recent history. On one side of the ledge... read more
01
Apr
By Rupert Hargreaves
As promised recently we are updating/cleaning the investor resource pages on a regular basis. This week we've added three new resource pages for academics Kenneth French, Eugene Fama and Robert Shiller.
We do not... read more
30
Oct
By Mark Melin
New York City-based Southpoint Capital Advisors, started by an ex Greenlight Capital Partners executive, is delivering a relatively difficult feat for investors, one that goes often unrecognized. The Long /... read more
09
Aug
By Rupert Hargreaves
Last year, Chinese policymakers introduced a wave of measures to try and curb overcapacity in the country’s old economy. As prices for commodities such as coal and steel collapsed,... read more
10
Jan
By
Japan is one of the few developed economies whose overall trailing PE is below the long run median, due to stronger EPS growth than in Europe or the US,... read more
21
Oct
By Mark Melin
The Obama administration tapped two academics to fill vacancies on the Securities and Exchange Commission, bucking the trend of turning to white collar criminal defense lawyers to fill key... read more