Perritt Capital Management commentary for the first quarter ended March 31, 2017. The first quarter of 2017 was an interesting quarter in that performance was a reversal of 2016 and... Read More

This is Aswath Damodaran's review session for the comprehensive final, covering the entire class.   Also see a curated list of top hedge fund letters Aswath Damodaran - Review For Final Exam:... Read More

With the US dollar rocketing higher, a Bank of America Merrill Lynch report, with an eye on foreign credit investors, claims the “year-end could not have come at a... Read More

Boots On The Ground: The Essential Role Of Travel In Burgundy's Global Investment Approach by Jeff Musial, Burgundy Blog Travel plays an essential role in Burgundy's bottom-up investment research process.... Read More

Jim Brilliant and Scott Van Den Berg provide an update to Century Management's thoughts on the energy markets. H/T Dataroma Century Management: Energy Industry Update Read More

CFTC Chairman testifies in Congress as protecting markets and investors appears the top priority In the wake of significant losses at currency brokerage firm FXCM, the U.S. Commodity Futures Trading... Read More

One-time bond king Bill Gross seems to have lost his way. The founder of Pimco, the one-time largest bond fund in the world, is known in part for his... Read More

Bruce Berkowitz 2013 report on holdings, below is the text and full PDF (with charts) can be found at the bottom. Fairholme Capital Management, L.L.C.   PORTFOLIO MANAGER’S REPORT   For the Year Ended... Read More

Cliff Asness on Trump: Hedge Funds Getting Away With Murder Clifford Asness Managing and Founding Principal AQR Capital Management, LLC Sept 22, 2015 Published version here Calls to tax hedge funds more have long been... Read More

UPS (NYSE:UPS) said on Friday that they were still in talks with the Dutch shipping company, TNT (AMS:TNT) Express with regards to a takeover.  Currently, the takeover values TNT at 4.89... Read More