After an incredibly impressive 12.9% return in November and a 4.8% return in December, KG Investments Fund finished 2020 with a total positive return of 15.7%, slightly underperforming the... Read More

As e-commerce continues to grow at a rapid pace – and Amazon looks to gobble up the world – Goldman Sachs asks the question: what type of products and... Read More

Glenn Greenberg is possibly one of the most underappreciated value investors of the last century. Despite being relatively unknown outside value circles, his performance record was better than that... Read More

The long running feud between bond investors and Argentina, which recently defaulted on its government bond obligations, the second such default in 13 years, continues to rage, but this... Read More

Maverick Capital likes the second half of 2016 – and the firm’s leveraged fund benefited most during the period. The Maverick Levered fund was up 5.4% in the second... Read More

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stevepb / Pixabay Although the retail industry, especially shopping malls, has been going through a tough patch, one fund sees opportunity. Despite the record number of store closings announced for... Read More

Sears, J C Penney - 30 Companies That Might Disappear In 2017 by Ben Taylor, FindTheCompany It’s one thing to predict the next Google, Facebook or Uber — the hot... Read More

Anyone who reads financial media has heard time and again that active investing strategies are beginning to die while passive investing has become the law of the land, but... Read More

Corporate profit margins are thought to have risen to pre-crisis levels, part of the bull case for US equities, but this picture underestimates the impact that taxes will have... Read More