Memorial day and finishing up activist investing newsletters got us behind this week. We sent out the newsletters on Sunday and are getting around to the latest edition of... Read More

As companies get more and more inventive with their actively managed ETFs, it was only a matter of time before someone tried to complete the circle and create an... Read More

Michael Mauboussin is a Managing Director and Head of Global Financial Strategies at Credit Suisse. He’s also a professor of finance at Columbia Business School, and the author of... Read More

The partner of two stock brokers involved implicated in insider trading at International Business Machines Corp. (NYSE:IBM) has been charged for crimes related to the same instance of illicit... Read More

Margin Of Safety: The 3 Most Important Words In Investing by Chris Gilbert Margin of Safety, a concept put forth by Benjamin Graham, has been central to the value investing... Read More

Gross investment returns from private equity-based companies outperformed comparable publicly listed companies in Europe by a multiple of over three times, notes a recent EY study. In its report titled:... Read More

With 111 companies in the S&P 500 offering guidance for 1Q14 so far, the S&P 500 (INDEXSP:.INX) is already on track to have the highest number of companies issuing negative... Read More

The Canyon Balanced Funds have gained more than 28% since the end of the first quarter, recovering 70% of its first-quarter losses. In their November letter to investors, which... Read More

What could possibly go wrong? That’s the title of a recent research report from Source Research the multi-asset research outfit, founded by ex SocGen analysts. It seems the analysts... Read More

The number of things Kyle Bass is having an opinion on these days, makes us worry if he will take the place of Whitney Tilson. Jokes aside, Kyle Bass... Read More