“Davidson” submits: Q2 hedge fund letters, conference, scoops etc You may have noticed that it seems that every pundit is forecasting recession claiming to see all the signs of economic weakness.... Read More

iBillionaire is kicking off 2015 with the launch of two new products – the iBillionaire High Dividend Index and iBillionaire 2.0 for mobile. It’s also adding new billionaires into... Read More

As is often the case, trading short term market stability can result in a negatively correlated long term outcome. When it comes to Chinese market dynamics and debt “this... Read More

FPA Capital Fund commentary for the second quarter ended June 30, 2016. H/T Dataroma Introduction The second quarter of 2016 will be remembered as the time when the United Kingdom (UK) voted... Read More

Short interest in Monitise Plc has surged since our last report on the online banking company. The London-based retailer has been the recipient of constant attention from shortsellers. According to positions... Read More

Max Olson has added the Blue Chip Stamps 1977 letter to that collection. H/T Value Investing World Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren... Read More

Exposure to emerging markets is costing U.K.-based asset managers Ashmore Group and Aberdeen Asset Management while hedge funds have stuck to their bets against them Read More

Zeke Ashton presenting: "Dumb and Dumber" at the 8th Annual Value Investing Congress. Zeke Ashton of Centaur Capital Partners will be presenting: Dumb and dumber at Value Investing Congress. Zeke Ashton... Read More

Buy Side Analysts' Participation On Public Earnings Conference Calls Andrew C. Call Arizona State University (ASU) - School of Accountancy Nathan Y. Sharp Texas A&M University - Department of Accounting Thomas Shohfi... Read More

Interest Rate Announcement - All Eyes On The Fed Interest Rate Announcement - All Eyes on the Fed - Today Market Overview Equity markets are in the green this morning with the... Read More