FASANARA CAPITAL | INVESTMENT OUTLOOK JULY LETTER TO INVESTORS CAN BE FOUND BELOW “Learn how to see. Realize that everything connects to everything else.” - Leonardo da Vinci Twin Bubble Meets... Read More

Steve Eisman, portfolio manager at Neuberger Berman, discusses the "massive changes" happening in the Hedge Fund industry. He speaks with Bloomberg's Guy Johnson on "Bloomberg Surveillance." (Source: Bloomberg) Steve Eisman... Read More

The ten most overweight stocks in the UBS listing include half that are technology names, three that are healthcare names and one that is – gasp – a financial... Read More

Looking back on 2016 predictions made by Morgan Stanley – a year of highly unpredictable events – the investment bank had both winners and losers. As it readies its... Read More

Steven Romick Presenting: "Where to now?" at the 8th Annual Value Investing Congress Steven Romick of of First Pacific Advisors, LLC will be fourth with his presentation titled: "Where to now?"... Read More

The Data And Deal Terms Behind VC Unicorns by PitchBook When Aileen Lee of Cowboy Ventures coined the term “unicorn” in late 2013, startups valued at $1 billion or more... Read More

On March 10, 2015, Chief Executive Officer and Chief Investment Officer Jeffrey Gundlach held a webcast discussing the DoubleLine Total Return Bond Fund (DBLTX/DLTNX) titled “Blockhead", below is a... Read More

Hedge funds end 2014 in positive territory with Asia ex-Japan outperforming regional mandates Read More

Oaktree Capital Management Co-Chairman Howard Marks discusses his message to investors. Bloomberg Views's Bill Cohan also speaks on "Bloomberg ‹GO›." Cohan's opinions are his own. (Source: Bloomberg) H/T Dataroma Inside Howard... Read More

Don Yacktman on the sources of moats, his concern with Apple Inc. (NASDAQ:AAPL)'s strategy. Read More