How Pat Dorsey Is Moving Beyond Economic Moats
Before Pat Dorsey started his own investment firm, Dorsey Asset Management, he spent over a decade at Morningstar building the … Read more
Before Pat Dorsey started his own investment firm, Dorsey Asset Management, he spent over a decade at Morningstar building the … Read more
While many hedge funds struggled to earn their keep in 2014, the Senvest Master Fund was up 22.4% before fees, … Read more
Morgan Stanley says that it’s understandable that volatility us up for most asset classes, but sees room for US equity … Read more
Even though KKR’s fourth quarter ENI was a disappointment, it was tempered by an on-target distribution and deals still in … Read more
Spruce Point Capital has some legitimate gripes about Greif, but they don’t bring anything new to the table and the … Read more
Jeremy Grantham says that falling oil prices shouldn’t have been such a surprise, calling it his major regret for 2014 … Read more
Alvarez & Marsal managing director for PE services Paul Aversano says that 2015 will be another great year for M&A … Read more
Microsoft is reportedly aiming to release Windows 10 in June so that it can have the new OS in stores … Read more
Credit Suisse doesn’t expect catastrophe to strike the Russian economy, but they recommend keeping an eye on these three factors … Read more
US Senator Bernie Sanders wants the Fed to use its leverage with the ECB to help Greece’s new government restructure … Read more
Omega Advisors founder Leon Cooperman expects US equity returns to fall to single digits this year, but he doesn’t think … Read more
Leon Cooperman’s Omega Advisors had a rough year, losing 4.2% in the fourth quarter and losing 2.8% for the full … Read more
JPMorgan’s Guide to the Market breaks down what’s cheap and what’s expensive now that we’re well into 2015 US equities … Read more
Legendary value investor Seth Klarman sums of the twelve most important lessons that he learned from Warren Buffett Seth Klarman … Read more
Reports from the SEC and FINRA on cybersecurity in the finance industry show varied levels of preparedness and the potential … Read more