Mark Boyar presenting: "History Sure Does Rhyme" at the 8th Annual Value Investing Congress. Mark Boyar of Boyar Value Group will be presenting: History Sure Does Rhyme at Value Investing... Read More

Here is an excerpt from 250words.com by on CEO of SAP: why writing about the past helped me lead in the present followed by a book review on Winners Dream:... Read More

The following is an excerpt from an email which Whitney Tilson sent to ValueWalk. For some context see Tilson on K12 ‘My response to Dear Whitney – Are we having... Read More

John Rogers: Three Fallen Angels With Solid Fundamentals H/T Dataroma My contrarian instincts are kicking in again. When the crowd is extremely bullish I get nervous, and when bearishness spreads, my... Read More

Non Farm Payroll reaction - a bit of a consuming but generally negative picture - The unemployment rate in the United States declined by 0.3 percent to 4.7 percent... Read More

What is now being labeled as the worst drought in the United States in 25 years has led to serious concerns about the world food supplies and inflation. The high... Read More

A bankruptcy maneuver appears to have taken advantage of farmers. No, we’re not talking about the MF Global cover-up. Texas farmers suing Scopia Capital Management According to a FinAlternatives report, a... Read More

In the early history of international trade, when exotic goods traveled to new regions, their native names sometimes hitchhiked along with them. Q4 hedge fund letters, conference, scoops etc Naturally, the... Read More

Mind the Gap, it’s Temporary By Randall Abramson, Trapeze Asset Management If a stock remains undervalued even as its underlying value is expanding, it is highly likely that the valuation gap... Read More

Above is a chart of  Bruce Berkowitz and Fairholme’s performance which reminds me of Horace–Ars Poetica, “Many shall be restored that now are fallen and many Shall fall that... Read More