Growth Through Acquisitions in Uncertain Times
February 01, 2012 “Principal and Portfolio Manager Francis “Frank” Gannon provides thoughts regarding the economy, the markets and small-cap investing. … Read more
Technology
Everything ValueWalk covers about Technology, including the latest news, tips, rumors, features, tech guides.
GAAP-ucino Version 1.5 – GMCR
The following is from my friend who has a short position in GMCR: Rather than bore you with yet another … Read more
Royce Looks Back at 2011, a Year of Correlation, Capitulation, and Consternation
February 01, 2012 “Twenty-eleven saw disasters both natural and human. There were threats of European default, failures of political leadership, … Read more
Private Equity Finding Bargains in Commercial Real Estate
As detailed in recent articles, some of the largest hedge funds firms are making big bets on housing. Now they … Read more
Monster Worldwide Inc: Hardly a Monster of a Deal ($MWW, $LNKD)
Monster Worldwide, Inc (NYSE: MWW) manages a portfolio of websites that connect job seekers with employers in approximately 55 countries. … Read more
Steven Romnick on Economy and Deflation
Economy The most widely used measure for the economy is GDP, and we therefore use it in our economic discussions for … Read more
Mason Hawkins: The Great Dichotomy
The latest from Mason Hawkins of LongLeaf Partners The Great Dichotomy Never in our investing careers has the prospective return … Read more
The Final Frontier: 30yr positive real yields & what it all means
And then there was one. By one, I mean, one “major” tenor on the US Treasury curve with positive real … Read more
Royce Mid-Cap Returns -6.8% in 2011
Royce Mid-Cap Fund (RMM) seeks long-term growth of capital by using a disciplined value approach to invest in the equity … Read more
Royce Micro-Cap Returns -21.5% in 2011
Royce Micro-Cap Fund (RMC) seeks long-term growth of capital by investing primarily in the equity securities of micro-cap companies, those … Read more
ROBERT SHILLER: No Way There’s a Bottom in Housing
Business Insider’s Henry Blodget interview with Robert Shiller: Transcript: BLODGET: A lot of people have just called the bottom in the housing market … Read more
Global Funds Invest Heavily in Depressed Australian Farmland
Australia, the world’s driest inhabited continent, went through its worst drought in 2009, which resulted in its farm land prices … Read more
Predicting Start-Up Success
Some people dream of leaving the 9-to-5 to strike out on their own. But while the benefits of being one’s … Read more
Funding the Future
Not so long ago sovereign wealth funds (SWFs) were viewed with a good deal of mistrust. Today, while not without … Read more
What Really Moves Us?
What’s wrong with viewing motivation as a function of the hedonic principle — that we are motivated to seek pleasure … Read more