The results of ValueWalk's growth screen for the week of 05/10/2015. Using data is provided by Winvestor, the business analysis and stock valuation website, we’ve put together a proprietary growth... Read More

Carlson Capital’s Black Diamond Energy Fund had what can only be described as a disappointing end to 2016. During a year in which the price of oil roughly doubled,... Read More

When John Roque looks at the “markets,” what he sees is very different from that which most observers might deduce. While the health of the economy is often benchmarked by... Read More

Anyone who thinks Burger King Worldwide Inc (NYSE:BKW)’s deal with Canada’s Tim Hortons Inc. (NYSE:THI) (TSE:THI) is "a great injustice is stark raving mad,” according to Charles Munger, the blunt-talking... Read More

Bernstein’s Global Quantitative Strategy team has had two weeks of listening to depressing stories from fund managers who didn’t catch the “pro-cyclical upswing” that occurred in the wake of... Read More

Greenhaven Road Capital commentary for the month of March 2020, discussing the current COVID-19 crisis and opportunities of buying great businesses with strong balance sheets. Q4 2019 hedge fund letters,... Read More

Hedge funds are allowed to advertise for investors under the JOBS Act, but none of the new US hedge funds in a recent Seward & Kissel LLP study actually... Read More

Matthews Asia Country Updates: China, India, Japan, Korea & Southeast Asia China / Hong Kong In December, the MSCI China Index returned -1.34%. Hong Kong's Hang Seng Index returned -0.36% (-0.33%... Read More

Glen Kacher's Light Street long/short fund returned 18.1% during the first quarter of 2020. That's compared to a loss of -19.6% for the S&P 500 and - 13.9% for... Read More

Investment management magnate Cliff Asness has a problem with a Bloomberg View piece on High Frequency Trading (HFT) with particular focus on issues brought up by Michael Lewis in the... Read More