Natixis SA (EPA:KN) (OTCMKTS:NTXFY) believe the most worrying development in the French economy is the long-run decline in corporate profitability. An extrapolation of the trend leads fairly rapidly to an unsustainable low... Read More

Blue Tower Asset Management letter to investors for the third quarter ended September 30, 2017. The Global Value strategy returned 12.89% gross (12.57% net) for Q3 2017. A major change... Read More

As economic growth surges in Connecticut, a degree of pessimism persists and its pension system may be in for some further shocks. Moody’s Investors Service, for instance, points to... Read More

Leveraged and inverse ETFs, which have come under heavy criticism as potentially exacerbating volatility in financial markets, are not the danger that critics have made them out to be,... Read More

Below is a summary of notable value funds/hedge funds and changes in their positions based on 13Fs for the second quarter of 2014, as always take the 13Fs with... Read More

Introduction This is the second in a series of articles where I will be covering the historical performance and operating results of popular and highly recognized mREITs (mortgage REITs).  In... Read More

A Misconception About Activism - Florian Schuhbauer of Active Ownership Fund Read More

Great ideas are the lifeblood of the investment business and the exclusive focus of The Manual of Ideas. Leading value investors use The Manual of Ideas in their idea... Read More

Riposte Capital a long/short equity fund produced a return of -6.4% in net for its investors during 2016, compared to a return of 12% for the S&P 500 Total... Read More

Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) announced today it would acquire remaining 20 percent of IMC International. Berkshire Hathaway Inc.'s IMC International Metalworking Acquisition Warren Buffet’s Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) has paid $2.05... Read More