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Value Investing Congress – Ben Graham Fellowship: Top Ideas
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Should I pay off my mortgage or invest in stocks?
A little over two years ago, I bought a house. My spouse and I decided that we could afford the payments, and also wanted to have a stable place... Read More

[From The Archives] Bill Gross On Consistent Alpha Generation Through Structure
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Notes To Martin Zweig's Winning On Wall Street
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Corsair Capital Q2 2016 Letter – Quintiles Transnational / IMS Health Thesis
Corsair Capital letter for the second quarter ended June 30, 2016; titled, "Quintiles Transnational / IMS Health Thesis." H/T Market Folly Dear Limited Partner: For the second quarter ended June 30, 2016,... Read More

SUPERVALU Fires CEO, Names Sales to Take Over
In a press release on Monday, SUPERVALU INC. (NYSE:SVU) announced that its chairman of the board Wayne C. Sales had been named as the company's president and chief executive officer; he replaces Craig... Read More

Emerging Value Capital Up 16% YTD Despite Big Concentration In Korean Prefs
Emerging Value Capital Management letter to shareholders for the third quarter ended September 30, 2017. Dear Partners and Shareholders, For the third quarter of 2017, EVCM fund returned an estimated +3.2%... Read More

Farnam Street October 2015 Letter: Cash Is King
Farnam Street letter to clients for the month ended October 2015." “Some argue that holding significant cash is gambling, that being less than fully invested is akin to market timing.... Read More

Investment Management: A Science To Teach Or An Art To Learn?
Investment Management: A Science To Teach Or An Art To Learn? by Frank J. Fabozzi H/T David Merkel/Alephblog Investment Management: Description Following the 2007–09 financial crisis, mainstream finance theory was criticized for... Read More
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