London Business School - Institute of Finance and Accounting; University of Pennsylvania - The Wharton School; National Bureau of Economic Research (NBER); European Corporate Governance Institute (ECGI);... Read More
Another day another set of predictions from Wall Street analysts for 2017. This time the predictions come from Barclays' US Equity Strategy team headed by Jonathan Glionna and Eric Slover, CFA.
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Hedge fund manager David Winters is concerned the compensation plan Coca-Cola awarded itself – against Winter’s urging – might trigger a change-of-control provision that could result in immediate vesting... Read More
We wrote about Ben Graham's activism at northern pipe line, but there are other interesting stories involving the father of value investing
Value investing and activism go hand-in-hand. Benjamin Graham,... Read More
Venezuela is currently caught in a self-defeating death spiral, with declining oil production leading a circular chain reaction that crushes hope that the government can quickly emerge from trouble.... Read More