Summary Investment Thesis CBB is a misunderstood and complex event driven name with substantial upside and a large margin of safety. Sum?of the?parts analysis indicates 100%+ upside to shares from... Read More

The good folks over at Transtrend (the 12th largest managed futures program in our top 100 managers infographic) are out with a new research piece via the CME that... Read More

Graham & Doddsville investment newsletter from the students of Columbia Business School. Graham & Doddsville Interview With Global Value Team At First Eagle Investment Management Matthew McLennan and Kimball Brooker are... Read More

How Financial Advisors Can Survive The Low-Fee Apocalypse ETFs and robo-advisors are killing the traditional financial advisory model. Those that want to survive need to overhaul their approach. The standard... Read More

The economist John Maynard Keynes (1883-1946) famously said, “in the long run we are all dead.” He wasn’t saying we should ignore the long run—only that we shouldn’t ignore... Read More

“We’re Still Decembrists,” Goldman Sachs analyst Jan Hatzius proclaimed in a research note released Monday morning. In his analysis Hatzius predictably discussed economic indicators and took on strong statements... Read More

A new report out this week from the Deloitte Center for Financial Services forecasts that private equity could be poised for “formidable” growth over the next five years, with... Read More

According to Preqin, the value of private equity-backed buyout exits in the second quarter of 2014 saw a notable jump up from Q1 2014, with 392 exits valued at... Read More

In 2019, 44.7 million student loan borrowers owed a sum of $1.56 trillion, an average of more than $34,000 per student. Of those nearly 45 million student borrowers, 5.1... Read More

There is no Trump bull market on the cards, and investors should be satisfied with 3-5% globally diversified returns. That is the message from Bill Gross, a critic equally... Read More