The US office market faces a tough road ahead. Corporate tenants are considering scaling back, higher interest rates are hurting valuations and many property owners face looming debt maturities... Read More

Lots of talk of a bubble in VC - so even if this does not disprove that thesis, this one stat (in the chart) is still very interesting. Check it... Read More

The latest European plan is obviously an expression of the EU to deal with the Financial Crisis – or rather the plethora of unresolved problems in the wake of... Read More

Greene King, a major pub company in the U.K is hosting a large short interest weeks before its largest M&A deal is expected to finalize Read More

Cathie Wood’s flagship strategy is on course for one of its best months on record, joining assets across Wall Street that are so far defying gloomy expectations for the... Read More

As on March 31, Assured Guaranty Ltd. (NYSE:AGO) and MBIA Inc. (NYSE:MBI) had $872 million and $1.531 billion of insured exposure respectively to debts owed by Puerto Rico Electric Power Authority... Read More

Value strategies are still outperforming in emerging markets, even as heavy interest in cheap stocks has made it hard to find value in more developed markets, but which region... Read More

This was a great year for activist hedge funds. Barry Rosenstein's Jana Partners, Mick McGuire's Marcato, Carl Icahn, Larry Robbins' Glenview, Nelson Peltz' Trian Partners - all have gained... Read More

I’ll go through my experiences with Walmart as a supplier as well as an updated look at Walmart’s valuation. Get Our Activist Investing Case Study! Get The Full Activist Investing Study... Read More

Stay tuned for more from IRA Sohn Conference which took place on October 29, 2018 in San Francisco. All content will be posted at this link and in our... Read More