As equity researchers in Europe continue to figure out how exactly to best comply with upcoming MiFID II rules, it’s becoming clear that the changes these regulations are forcing on the financial services industry will alter the shape of the […]
![By 19th-century engravingUploaded by DavidYork71 at en.wikipedia [Public domain or Public domain], via Wikimedia Commons](https://www.valuewalk.com/wp-content/uploads/2017/08/Arabslavers-270x200.jpg)
Business
Correction Calls Won’t Be Answered
“Davidson” submits: There are many calls today for a correction, but economic activity continues to move forward and markets follow. Lately it seems many well-known and media-popular forecasters have called for another market/economic correction. Also read: Q2/H1 Hedge Fund Letters […]
Globally Focused Hedge Funds Dominate HSBC Performance List
A decided trend is emerging in the HSBC Hedge Weekly performance report. Hedge funds from around the world are decidedly outperforming their US counterparts. With the HFRI Fund Weighted Composite Index up 4.78% year to date and the BarclayHedge Hedge […]
Unilever’s Possible BCS Sale May Impact Unilever’s Investors and Zero-Deforestation Achievements
Unilever replied to this research note on August 22. Their reply is below in italics. As written by Chain Reaction Research, Reuters reported on July 25 that Unilever is close to selling off its Baking, Cooking and Spreads ((BCS)) division to private […]
The Highs And Lows Of Spoofing The Market
In the 1920s a group of investors, known as the Radio Pool, traded among themselves in the stock of Radio Corporation of America, the tech company of the day. They succeeded in driving up the price, took their gains and […]
Say It Like It Is – How To Think About Investing
One of Many Approaches Investing is a huge topic, so big I will only scratch the surface to get to a few basic principles. I have been in the business for over 33 years, advising large institutional clients and billion […]
Behind The Success Of A Top-Performing International Fund
Greg Dunn is portfolio manager for Thornburg Investment Management. He manages Thornburg International Growth Fund (TINGX) and Thornburg Core Growth Fund (THIGX), in addition to the International Growth Strategy, International Growth ADR Strategy, and All Cap Growth Strategy. Also read: […]
Litigation Finance Attracts Institutional Investors
A Rising Tide Lifting Seaworthy Boats In Litigation Finance As the equities world increasingly moves towards passive equity allocations, investors and fund managers who once focused on finding market inefficiencies among stocks may need to move to greener pastures. The […]
Why Automation Is Killing The Property Appraisal Business
Wharton’s Benjamin Keys and Zillow.com’s Stan Humphries discuss the impact of automation on the home appraisal industry. Property assessment has long been a solid industry with steady work for those willing to undertake the education and training required to enter […]
Nvidia: Forecast Profits And/Or Cash Flow Not Prices!
Introduction This will be the first in a series of articles where I will cover popular and/or high profile stocks. The primary objective of this series will be to put a spotlight on the importance of forecasting future growth prior […]
![By Herbalife International of America, Inc. (http://www.herbalife.com) [CC BY-SA 4.0], via Wikimedia Commons](https://www.valuewalk.com/wp-content/uploads/2017/04/herbalife-270x200.png)
Ackman And The Herbalife Shorts May Feel Giant Squeeze In The Dutch Auction
Active investor Bill Ackman‘s quest to be Herbalife’s undoing may have just been dealt a serious blow. The company revealed on Monday that it had been circling a go-private deal last week, which triggered a run on its shares even […]