Larry Robbins’ Glenview Capital Management’s Opportunity Fund delivered 7.2% during the first quarter, significantly outperforming the S&P 500. In this article, I’m taking a closer look at some of... Read More

The Outsiders by Chris Stephens, Burgundy Blog William Thorndike, Jr.’s book, The Outsiders: Eight Unconventional CEOs and their Radically Rational Blueprint for Success, has been making the rounds at Burgundy. It... Read More

Third Avenue on some Q3 holdings, see the letter to shareholders here. Brookdale Senior Living Brookdale (BKD) is the largest operator of senior housing assets in the United States, with... Read More

George Soros had a good and bad year in 2013: he won in business but is having a rough go of it in the love department. In 2013 the Quantum... Read More

Count Goldman Sachs as one of the S&P 500 bulls. Although not exactly at the level of Jeremy Siegel, analysts from Goldman are out with a new report which... Read More

There has been a strain of populist analysis circulating recently that deserves second thought. The argument that a victory for French populist candidate Marine Le Pen might actually be... Read More

Where are the Focused Active Managers? by Wesley R. Gray, Ph.D., Alpha Architect,, Author, Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors We highlighted a few... Read More

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless... Read More

Absolute Return Partners: Pie in the Sky? “The only function of economic forecasting is to make astrology look respectable.” - John Kenneth Galbraith H/T ValueInvestingWorld And now for something completely different. You... Read More

Below is a new study on the problems with Fannie Mae and Freddie Mac and what should be down with the GSEs via the Competitive Enterprise Institute. The full... Read More