In a video interview with students of the Ivey Business School just after the financial crisis, Seth Klarman, the head of the Baupost hedge fund, and one of the... Read More

Considering what is at stake in the French Election, “the overall market response has so far been remarkably orderly and, overall, quite muted” writes Francesco Garzarelli Co-Head of Global Macro... Read More

Kylin Management has increased its position in NQ Mobile Inc (ADR) (NYSE:NQ), giving it a 6.2% stake in the company, according to a recent 13G filing. Kylin already had... Read More

Users of Foursquare, the popular location-based social networking website for smartphones, will soon be able to order takeout from thousand of restaurants directly through the Foursquare application. Foursquare is teaming... Read More

JPMorgan’s Global Head of Derivatives and Quantitative Strategies examines the recent stock market sell-off, noting potential causation for the jump in stock prices that began yesterday afternoon, all while offering... Read More

Hawk Ridge Management's flagship fund generated a net return of 2.8% in the third quarter of 2020, compared to a return of 4.9% for its benchmark, the Russell 2000. Following... Read More

Two weeks ago, ValueWalk published the year-end 2014 shareholder letter for Arquitos Capital Partners. The partnership reported a staggering 58% return for 2014, following a similar performance during 2013... Read More

The stock market isn’t properly working in Australia, says a Credit Suisse report, and investors can benefit from a relative value spread. As Aussie corporations look to debt markets... Read More

The Sohn Healthcare Conference was held last week, and presenters from well-known hedge funds offered up their theses for several pharmaceutical companies. Here are notes from a selection of... Read More

Francis Daniels of the Africa Opportunity Fund, talks about value investing in Africa. He talks about the difference between US and African stocks, and the role subsidiaries and buybacks... Read More