As promised recently we are updating/cleaning the investor resource pages on a regular basis. This week we've updated the resource pages of Philip Fisher and Kyle Bass as well as the resource pages... Read More

Yesterday in the heat of a market sell-off, as former U.S. Treasury Secretary Larry Summers added fuel to the fire by addressing what some see as the real issue... Read More

Eight different managers are shorting Carillion's stock, which is now among the top five most-shorted companies in the U.K. Read More

Over a lifetime Holding Period - do T-bills actually beat stocks? According to the Credit Suisse Global Investment Yearbook, over the long term US equities have produced a real return... Read More

The Securities and Exchange Commission (SEC) has become politicized under the reign of Chair Mary Jo White, charges Douglas Hirsch, a partner with the law firm of Sadis &... Read More

The February 2021 monthly tearsheet for the Roubaix Fund Composite, a fundamental long/short equity strategy focused on small and mid cap U.S. stocks. Q4 2020 hedge fund letters, conferences and... Read More

As promised recently we are updating/cleaning the investor resource pages on a regular basis. This week we've added several new legendary investors to our resource archives. Earlier in the week... Read More

The Evolution Of Virtual Reality - I've Seen The Future by Evergreen Gavekal Virtual reality was once the dream of science fiction. But the internet was also once a dream,... Read More

What could possibly go wrong? That’s the title of a recent research report from Source Research the multi-asset research outfit, founded by ex SocGen analysts. It seems the analysts... Read More

Sub-prime auto loans are getting increased scrutiny. Certain institutional investors, perhaps motivated by the movie “The Big Short,” are actually conducting their own due diligence with regards to sub-prime... Read More