Latest News

Don’t Sleep On David Einhorn

Don’t Sleep On David Einhorn

Join our free newsletter for some exclusive info we don’t share elsewhere. The keys from the Greenlight Capital 4Q15 letter to investors includes a potential Macy’s (NYSE: M)takeover, its losses related to Micron Technology (NYSE: MU) and some other value names. […]

Benjamin Graham

The Ultimate Bargain Hunter

The Ultimate Bargain Hunter In 1934 Benjamin Graham and coauthor David Dodd wrote Security Analysis.     This 700-page book laid out the structure for a logical approach toward investing. It took investing out of the dark ages of astrology, […]

Unicorns Heading For Difficult “Down Rounds”

Unicorns Heading For Difficult “Down Rounds”

It’s not easy being a unicorn these days. With the financial markets crashing, global consumers retrenching and competition heating up, quite a few so-called “unicorns” (high-flying, new economy tech firms) are likely to be facing difficult decisions in the coming […]

The Excess Returns Of Quality Stocks: A Behavioral Anomaly

The Excess Returns Of Quality Stocks: A Behavioral Anomaly

The Excess Returns Of Quality Stocks: A Behavioral Anomaly Jean-Philippe Bouchaud Capital Fund Management Ciliberti Stefano Capital Fund Management Augustin Landier Toulouse School of Economics Guillaume Simon Capital Fund Management David Thesmar HEC Paris – Finance Department January 15, 2016 […]