The popularity of the movie “Wolf of Wall Street,” which highlights a fraudulent “penny” stock sales operation, might have rubbed someone at the Securities and Exchange Commission (SEC) the... Read More

The stock of Scotland-based temporary-power provider Aggreko plc (LON:AGK) (OTCMKTS:ARGKF) is one boat that the market’s rising tide over the past year has completely missed. FPA Funds’ Pierre Py considers... Read More

Grey Owl Capital Management, LLC is an SEC-registered investment advisor whose goal is to provide superior absolute investment returns for our clients using a value approach. Below is their October... Read More

Sometimes seemingly sound stocks collapse. On occasion the causes could not have been foreseen, but on others perhaps they should have been anticipated. Arguably the case of UK pawn... Read More

Olstein All Cap Value Fund's second quarter letter to shareholders for the fiscal year ended June 30, 2014. Dear Fellow Shareholders: For the fiscal year ended June 30, 2014, Class C... Read More

Hedge fund manager Andrew Cunagin might be in the need of some therapy. Hedge fund trader blasts high frequency trading As Rinehart Capital Partners LLC, the fund Cunagin operated, closes shop,... Read More

We are more than a decade into the bull market. Unemployment continues to remain low and wages are inching higher. These factors benefit railroads, because as more people are... Read More

Rupal Bhansali, manager of the Ariel International Fund, looks for things that can go wrong in a stock. H/T Dataroma Q3/Q4 2016 Hedge Fund Letters When analysts at the Ariel International Fund... Read More

Rapid urbanization is one of the major forces shaping our global economic future. A century ago, it was almost unfathomable that any person would want to live in a city... Read More

Volatility Managed Portfolios Alan Moreira Yale University Tyler Muir Yale University February 1, 2016 Abstract: Managed portfolios that take less risk when volatility is high produce large, positive alphas and increase factor Sharpe... Read More