Ken Griffin “cub” Robert Polak, 41, founder of the “rising star” hedge fund Anchor Bolt Capital, engaged in a noteworthy feat recently when his shorts, over the past nine... Read More

Activist investors are getting larger and are likely to become a growing threat to previously difficult to influence US mega-corporations, the next stage in activist hedge fund investing, say hedge... Read More

The following are the notes from Charles K. Bobrinskoy's presentation at the Ben Graham VII Annual Conference, a two-day virtual conference, presented in partnership with Fordham University’s Gabelli Center... Read More

Pershing Square Capital Management appears to have some hunger pains. In 13F filings released today, William Ackman’s activist hedge fund made reported on a trio of food related issues... Read More

Rough notes of Ryan Heslop, Co-Founder and Portfolio Manager of Firefly Value Partners, from the 2019 Sohn Investment Conference which took place on the 6th of May. See our full... Read More

Fairholme Funds won an intermediate but potentially important victory in its lawsuit against the US government over Fannie Mae and Freddie Mac. Judge Sweeney has ruled that Fairholme will... Read More

Anthony Bozza's Lakewood Capital Management ended the first quarter of 2020 with a net loss of 31.1%. According to a copy of the hedge fund's Q1 letter, which ValueWalk has... Read More

Societe Generale’s Albert Edwards, who has made his name as a perma-bear predicting financial doom for well over a decade, had a chance to air some of his grievances... Read More

While the financial world’s attention is fixed on the global macro economy, Brexit and, China, something has been going on with USD Libor fixings. The past couple of weeks have seen... Read More

The current bull market will continue through YE 2016, implying offensive Alt stocks such as Blackstone Group, KKR & Co and Carlyle Group will provide total return profiles over... Read More