In a Securities and Exchange Commission S-4  regulatory filing dated August 17, billionaire investor George Soros has increased his holdings to 10 percent in Digital River, Inc. (NASDAQ:DRIV), via... Read More

The 10th Annual New York Value Investing Congress takes place in New York on September 8th and September 9th 2014. ValueWalk will be providing coverage of the event- below is... Read More

A key point was absent from the mind of Societe Generale’s Albert Edwards as he was in Japan considering China’s first quarter gross domestic product numbers. He points out... Read More

T11 Capital Management commentary for the third quarter ended September 30, 2016. Also see Q3 2016 hedge fund letters Q2 2016 hedge fund letters Q1 2016 hedge fund letters Winning positions in September: LEHct**... Read More

Published on Jun 16, 2016 Research Affiliates' Rob Arnott discusses how valuations shape long-term future returns. Arnott: There's Some 'Silliness' in Smart-Beta Land Published on Jun 16, 2016 A proliferation of products has... Read More

Oakmark Funds - A Long Term Perspective We believe that, over time, the price of a stock will reflect the true underlying value of the company. True underlying value, also referred... Read More

This looks like a new whitepaper and video from Bridgewater Associates on how the economic machine works. The economy works like a simple machine. But many people don't understand it— or they... Read More

A comparison of several of the largest U.S. banks with other global systemically important banks around the world reveals that the U.S. banks rank high on measures of systemic... Read More

Dan Loeb' Third Point RE investment portfolio returned 2.2% in December for a total gain of 23.9% in 2013. There are no details on positions, but that should be... Read More

Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. Get Our Activist Investing Case Study! Get The Full Activist Investing Study In PDF ... Read More