Investors looking for more good news from Nokia Corporation (NYSE:NOK) were doused instead with a splash of cold reality from Goldman Sachs Group, Inc. (NYSE:GS) – the firm slashed its rating... Read More

Crispin Odey's flagship hedge fund strategy, the Odey European fund is having a fantastic year. According to a copy of the fund's April investment update, which ValueWalk has been... Read More

See’s Candy Shops and its life as part of Berkshire Hathaway is a fascinating case study of how a good business can be nurtured as part of a larger... Read More

Value interviews.part one This is the first part in a new ten part series from ValueWalk on value interviews. Over the past three years, ValueWalk has conducted exclusive interviews with... Read More

The US stock market has almost fully recovered from its mid-month drawback now that continued QE seems to at least be on the table, and not only is Societe... Read More

JAM Partners was down 0.5% for the fourth quarter and up 0.6% net for all of 2019. The S&P 500 was up 9.1% for the fourth quarter and 31.5%... Read More

Five Things Bill Gates Gets Right On Energy by Scott Nyquist, McKinsey & Co. And one I’m not so sure about. There’s a saying that where you stand depends on where... Read More

Logica Capital commentary for the month of March 2020, titled, "Is It Different This Time?" Q1 2020 hedge fund letters, conferences and more Logica Absolute Return - Up/Down Convexity -... Read More

Balyasny Asset Management is a study in portfolio management nuance. In the $12.6 billion hedge fund’s most recent letter to investors, first reported by Business Insider, the hedge fund... Read More

What’s Carl Icahn’s latest fight? Another spat with Bill Ackman over Herbalife Ltd. (NYSE:HLF)? Raiding the corporate boardroom at PayPal? Carl Icahn image via FBN   Icahn's latest fight with Ohio's scrap... Read More