Larry Robbins Pitches Thermo Fisher, Danaher
Larry Robbins is the Founder, Portfolio Manager and CEO of Glenview Capital Management, a $7.5 billion hedge fund in its … Read more
Larry Robbins is the Founder, Portfolio Manager and CEO of Glenview Capital Management, a $7.5 billion hedge fund in its … Read more
Hazelton Capital Partners third quarter 2014 letter to investors. Hazelton Capital Partners – If It Were So Easy, Everyone Would … Read more
Joel Greenblatt of Gotham Asset Management has been a successful investor since the late 1980s, using strategies described in the … Read more
IBM & The Financial Engineering Market: Druckenmiller Vs Buffett by Jared Dillian, Mauldin Economics International Business Machines Corp. (NYSE:IBM) went … Read more
The basic premise behind value investing is easy enough to understand: by stocks for less than they’re worth and then … Read more
Detecting Superior Mutual Fund Managers: Evidence from Copycats Blake Phillips University of Waterloo Kuntara Pukthuanthong University of Missouri, Columbia Raghavendra … Read more
Low yields and fairly full equity valuations put pension funds in an awkward position. Too much reliance on Treasury bonds … Read more
Measuring Managerial Skill in the Mutual Fund Industry Jonathan B. Berk Stanford University and NBER Jules H. van Binsbergen Stanford … Read more
Lawrence A. Cunningham, author of the best-seller, The Essays of Warren Buffett: Lessons for Corporate America, and an upcoming book, Berkshire Beyond … Read more
Day two of the Robin Hood Conference is in the books, and of course it was filled with ideas from … Read more
Third Point’s letter to investors for the third quarter 2014. Third Point: Review and Outlook The Third Quarter was moderately … Read more
Herbalife Ltd. (NYSE:HLF) shares climbed by as much as 4% today after a new report from bullish analyst Tim Ramey … Read more
While individual investors may pour money into the hot stock of the moment and pull it back out at the … Read more
Keynes, King’s and Endowment Asset Management David Chambers University of Cambridge – Judge Business School, Department of Finance & Accounting … Read more
The Financialization Of Value Investing by Wendl Financial When the New York Stock Exchange first set up shop, stocks traded … Read more