Jason Zweig On Risk, Writing, And Why Historical Perspectives Matter by The Knowledge Project On this episode I have Jason Zweig. Jason writes The Intelligent Investor column for the Wall Street Journal.... Read More

Oil States International, Inc. (NYSE:OIS) is planning to spin off its accommodation business into a standalone company later this year, a special situation that warrants extra attention due to the... Read More

The Big Ten Conference has 14 teams, a Morgan Stanley research report observed, and the Big 12 has 10 teams. We live in an era when defying logic is... Read More

The Nations on the Arabian Peninsula, most notably Saudi Arabia, already dominate world oil production. Today's news suggest the region may try to boost its oil output, while at... Read More

Why Capitalists Are Repeatedly "Fooled" By Business Cycles by Frank Shostak, Mises Institute According to the Austrian business cycle theory (ABCT) the artificial lowering of interest rates by the central... Read More

The recent returns at the $302 billion California Public Employees' Retirement System (CalPERS) might seem slight at 0.61% for the twelve months ended June 30. But over a difficult... Read More

The 9th Annual New York Value Investing Congress took place on September 16-17 in Rose Hall Time Warner Center. Gone are the times when VICs featured Einhorn's 140 slide presentations (although... Read More

Alkeon Growth Partners was down 10.15% for January, compared to the MSCI World's -5.34% return and the MSCI AC World's 4.96% decline. Since its inception, Alkeon has returned about... Read More

Lansdowne Partners usually does well in its short portfolio, at least better than most long/short equity hedge funds. However if the fund's short book based in financials is seen... Read More

Darden Restaurants, Inc. (NYSE:DRI)'s move to separate its Red Lobster chain would deprive the parent company of almost half of its real estate, activist investor Starboard Value LP said... Read More