During his recent interview with The Money Maze Podcast, David Einhorn discusses the biggest change to value investing today. Here’s an excerpt from the interview: Q2 2023 hedge fund letters,... Read More

Today, Benjamin Graham is well known as the Godfather of value investing and one of the first investors to use fundamental analysis to invest in common stocks. But in... Read More

We’d all like our investments to make a positive contribution to environmental, social and governance (ESG) issues. But, as predicted by economic theory, ESG funds have suffered a performance... Read More

Arquitos Capital Partners letter to investors for the fourth  quarter ended December 31, 2017. Most of the mistakes in thinking are inadequacies of perception rather than mistakes of logic. Edward... Read More

Leon Cooperman, Omega Advisors Chairman and CEO, thinks the market has been fully valued for a while and isn't surprised by volatility. H/T dataroma Leon Cooperman: Market Fully Valued Leon Cooperman: Inflation... Read More

UBS analysts Colin Langan and Rahul Chadha look at General Motors Company (NYSE:GM) in light of its recent recall and subsequent DOJ investigation, noting that while on the surface things... Read More

Transocean, Scripps Networks - Two Favorites From The Friday Night Dump by Footnoted When it comes to filings, there’s few times as interesting as the Friday before Labor Day. We... Read More

Credit market investors have restored a shred of hope in Chesapeake Energy Corporation (NYSE:CHK) after they shared positive remarks about the company. According to these investors, Chesapeake’s current inclination... Read More

At the 2023 Sohn Investment Conference, 13D research and strategy founder Kiril Sokoloff spoke with the legendary investor and trader Stanley Druckenmiller about the future of investing. Today, Druckenmiller is... Read More

Meb Faber on his favorite 40 investing books - a great list below -he notes when asked about the best book on investing it is tough to give an... Read More