This new interview with David Herro on Credit Suisse, Swiss Banks and more has been published on the website of Finanz und Wirtschaft, Switzerland’s leading business newspaper. Below are excerpts... Read More

Societe Generale’s Graham Rea deep value stock screen has been overweight on Japan for most of the year, marking it as one of the few regions where value was... Read More

Or asked differently, can companies boost returns via leverage? Q2 2020 hedge fund letters, conferences and more This research note was originally published by ETF Stream’s Beyond Beta Magazine. Here is... Read More

Nelson Peltz of Trian Fund Management had interesting ideas to share about PepsiCo, Inc. (NYSE:PEP) which he discussed while speaking at the Delivering Alpha conference, in the segment Alpha... Read More

Despite recent market turmoil, with stocks taking near a 15 percent break from their highs over the summer, overnight risk in the stock market is at recent and in... Read More

In October of 2013, newly minted Bloomberg Media Group CEO Justin Smith sent a memo to employees announcing a “100-day strategy,” but details were not released. Today Smith provided... Read More

When it comes to finding small-cap value, Alluvial Capital, managed by Dave Waters, stands in a league of its own. Since the fund started operations (January 2017), it has... Read More

For February 27, 2018, our forensic accounting red flag comes from a food and beverage company that will experience a significant impact on its reported revenue due to a... Read More

FASB Proposes Accounting Standards Update To Improve And Simplify by Frederic W. Cook & Co., Inc. Accounting for Stock Compensation under FASB ASC Topic 718 The Financial Accounting Standards Board (FASB)... Read More

GreenWood Investor commentary for the third quarter ended September 30, 2019. Q3 2019 hedge fund letters, conferences and more Dear GreenWood Investor: It was a hectic quarter, and an even more eventful... Read More