Sahm Adrangi is the managing partner of a New York-based fundamentally-oriented investment manager that manages close to $300 million and focuses on long-term value investments and event-driven special situations.... Read More

Morgan Stanley CEO James Gorman told Bloomberg Television's Erik Schatzker at Columbia Business School today that he doesn't see evidence of market bubbles developing. Gorman said, "There’s a lot... Read More

For the high-profile IPOs that have reached the market in 2019, with apologies to Charles Dickens for stealing and mangling his words, it has been the best and the... Read More

Several large banks and brokerage firms are subject of a U.S. probe into currency manipulation spearheaded by the Department of Justice Department with a separate Commodity Futures Trading Commission... Read More

ENSCO PLC (NYSE:ESV) could be considered to be one of the few prospective value investments available on the market right now. Indeed, as I write, according to some broker estimates,... Read More

Robert Shiller: “How Human Behavior Drives the Economy and Financial System” Published on Oct 19, 2016 On September 17th ISM University of Management and Economics hosted a round table discussion with... Read More

Discussing the tough year at Hayman because of the recall crisis at General Motors Company (NYSE:GM), with Kyle Bass, Hayman Capital Management.GM is Hayman's largest position. Hayman still owns General... Read More

Recession antennae popped up everywhere on February 14. Q4 hedge fund letters, conference, scoops etc Free-Photos / Pixabay The Commerce Department reported retail sales fell 1.2% in December. It was the worst... Read More

RSM B2B And B2C Spotlights: Value Spikes Among Lower Volume via PitchBook, by RSM US Perspectives On The Real Economy The underlying fundamentals of the U.S. economy remain solid. Inflation-adjusted final... Read More

Fairholme Funds semi-annual letter for the half year ended June 30, 2016. To the Shareholders and Directors of Fairholme Funds, Inc.: At Fairholme, we don’t try to predict uncertain futures, but... Read More