Marko Kolanovic vs Warren Buffett: When Warren Buffett speaks, some in the derivatives industry tend to wince at the sound of his voice like nails on a chalk board.... Read More

Qualivian Investment Partners commentary for the first quarter ended April 30, 2020, discussing their investment process and the power of compouding. Q1 2020 hedge fund letters, conferences and more “Everyone is... Read More

The historically neglected lower Manhattan real estate market near city hall is about to get a boost from Paul Singer’s Elliott Management. The New York Times is reporting that Elliott is... Read More

Never mind that with a twinkle in his eye, the legendary investor added a rider: “…at your cost price.” Dan Gilbert was interviewing Warren Buffett (full video interview at bottom of... Read More

The following are the notes from Judge Jed Rakoff and Jesse Eisinger's presentation at UC Berkeley's 2020 Virtual Fraud Fest Conference. See our full coverage here. Berkeley’s annual “Fraud Fest”... Read More

Deutsche Bank’s profit indicator suggests 3Q S&P EPS had little or no growth from 2Q and the firm's analysts believe that unless oil climbs sharply, quarterly S&P EPS will likely... Read More

Michael Lewis makes numbers approachable. He takes something like the Oakland A's improbable run to a record winning streak and playoff appearance despite an uncompetitive payroll through the use... Read More

  Every afternoon we provide an update on global market levels, company news, economic news, and hedge fund news. Stocks in focus today include BCS, GOOG, BLK, WSDT, KKR, BX. Post Market Update Market... Read More

Black Bear Value Fund commentary for the month ended May 31, 2018. The Black Bear Value Fund returned approximately -1.4% in May bringing the 2018 net return to -0.6%. The... Read More

An Ageing Population could help solve a problem where $1 trillion spent by Obama accomplished little. Healthcare is a growing industry but rising budgetary pressures will constricting growth going forward... Read More