Collision: Negative Rates, Deteriorating Growth And Soaring Debt by IceCap Asset Management
The trouble with tribbles
Hitting warp 9.8, the USS Enterprise NCC-1701 was screaming through space. It’s goal – hitting... Read More
2016 Annual Report on Corporate Governance and Shareholder Activism by Proxy Monitor
James R. Copland and Margaret M. O’Keefe
One way shareholders exert influence over corporations is by introducing proposals... Read More
Tesla Motors Inc (NASDAQ:TSLA) reported a 4Q12 adjusted operation EPS loss of about $(0.65), below consensus of $(0.53). GAAP EPS of $(0.79). The number included $14.4mm of non-cash stock compensation... Read More
Billionaire Carl Icahn, Icahn Enterprises, says there are some analysts who 'drink the Kool-Aid," in discussing the market's next step.
Carl Icahn: Earnings a mirage
Carl Icahn: 'We're in a bubble'
Billionaire... Read More
FPA International Value Fund Q2 letter to shareholders:
We added two key members to the International Value Team during this quarter. As highlighted in our last quarterly commentary, Victor Liu... Read More