Vulcan Value Partners letter for the first quarter ended March 31, 2016. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it... Read More

As the SEC gets set to propose its advice standard (similar to the Department of Labor’s Fiduciary Rule) on April 18, we believe it is important to note that... Read More

In my last article I shared the strategies of three famous value investors. Each investor had one shared theme: focus on downside protection. Q3 2019 hedge fund letters, conferences and... Read More

Back on March 23, it seemed like stocks would never stop falling. Congress was struggling to pass stimulus, coronavirus cases were climbing, futures were pinned to their bottommost tick... Read More

Hedge funds seem convinced that stock market is going through a lull period or at least that is what the level of negative bets on S&P 500's volatility index... Read More

At the start of March short sellers in Caterpillar Inc (NYSE:CAT) stock such as Jim Chanos of Kynilos Associates, a group noted by their particularly thick skin, were found... Read More

One of the biggest telecommunications companies in the United States, Verizon Communications Inc. (NYSE:VZ) has broadened its horizons with its latest purchase of HUGHES Telematics Inc (OTC:HUTC). Hughes Telematics, which has been in business... Read More

In his latest article titled – China’s Tech Crackdown: Its about Control, not Consumers or Competition!, Aswath Damodaran values four of China’s tech giants, taking into account the latest government... Read More

Eight buying deals in one year, doesn’t this seem to be a little strenuous on a company’s budget? Well, this is not the case, if the company in question... Read More

With the expectation that the Federal Reserve is on the cusp of raising interest rates, we’re hearing all sorts of predictions about how this will affect the red-hot U.S.... Read More