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RBS Economics’ Marcus Wright presentation on China’s economy is slowing. It’s policy makers are having to contend with a massive … Read more

Now Is The Time For Value To Outperform Growth February 1, 2016 by John Alberg and Michael Seckler PDF | … Read more

Hugh Hendry had a strong 2015 despite a big long position in Chinese futures (which was offset by some timely … Read more

The Value Trap: Value Buys Risky Growth by  Stephen Penman Also see our interview with Stephen Penman Stephen Penman Columbia Business … Read more

Corporate Finance 101: A Big Picture, Applied Class! by Aswath Damodaran, Musings on Markets In my last seven posts, I … Read more

Whitney Tilson in his email discusses Citron’s short report on Monster Beverage Corporation (MNST);  He also attaches JHL Capital’s presentation … Read more

Investing By Design: Parallels Between Architecture And Investing by Broyhill Asset Management “Think simple . . . reduce the whole … Read more

We’ve just learned about a previously undisclosed short position held by Lakewood Capital. Thee independent reliable sources tell ValueWalk that … Read more

I get letters from all over the world.  Here is a recent one: Respected Sir, Greetings of the day! I … Read more

Dividends, Potential Dividends And Cash Balances by Aswath Damodaran, Musings On Markets In the last six posts, I have tried … Read more

New York City’s Pension System In Danger Of ‘Operational Failure’ by Funston Advisory Services Full report below – story and … Read more

A lot of people assume that Warren Buffett’s investment strategy is a big secret – but it’s really not a … Read more

Italy’s Banking Crisis by  Kaisa Stucke, CFA, Confulence Investment Management On January 1, 2016, the EU implemented a new bank … Read more