In his latest interview with Elearnmarkets, Aswath Damodaran discusses the problem with ‘old time’ value investors. Here’s an excerpt from the interview: Q1 2022 hedge fund letters, conferences and more mohamed_hassan /... Read More

German PE Activity Booms In 2014-15 by Kevin Dowd, PitchBook In many ways, the recent history of private equity in Germany mirrors the industry’s recent history throughout Europe. After tumbling... Read More

Akre Focus Fund commentary for the fourth quarter 2014. The fourth quarter turned out to be the strongest of the year. And, as we shared with you in the third... Read More

Quality Control by Marathon Asset Management, dated May 2014. This is discussed in their new book Capital Returns: Investing Through the Capital Cycle: A Money Manager’s Reports 2002-15 we think... Read More

Brook Asset Management declined 9.1% for the first quarter, compared to the MSCI World Total Return GBP Index's -2.39% return. The fund's long book drove its negative returns, declining... Read More

Canada's Government is expected to introduce legislation to end the ongoing strike of workers at Canadian Pacific Railways Limited (TSE:CP). The Harper Government is to hold a news conference... Read More

Leveraged and inverse ETFs, which have come under heavy criticism as potentially exacerbating volatility in financial markets, are not the danger that critics have made them out to be,... Read More

Thanks to recent errant trading in Apple  shares, Rochdale Securities LLC sought help to keep the firm solvent this past weekend. In a statement by Rochdale President Daniel Crowley on... Read More

It’s pretty clear that giving banks less information about potential borrowers makes lending riskier, but you don’t get many opportunities to measure the effect because there are so many... Read More

A worrying trend is starting to show through at large-cap US banks. In recent weeks and months, commercial and industrial loan growth has slowed, prompting analysts to warn of... Read More