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Shorting Junk Loans Just Got Easier as New Derivatives Unveiled

Wall Street has turned to financial engineering to solve one of junk-debt investors’ biggest problems: They can’t make wagers quickly enough in these …

Understanding Insurance Float

Warren Buffett has made such an impression on value investors and insurance investors, that they think that float is magic. Write insurance, gain …

Bruce Greenwald: Strategic Valuation Analysis Part I

<b>Published on Jul 17, 2014</b><p>Professor Bruce Greenwald in this video examines the methodology in valuing companies. He uses Liz Clairborne as the case …

EDGAR Pro

RT @unemon1: Brean Murray comment when Alfred Little Report on $PUDA came out (see picture). He knew MZ had stolen Puda Inc assets http://t.co/ndyA82MnYs

SWK Holdings Corporation $SWKH discounted rights offering with over-subscription privilege

Each $SWKH shareholder will receive one subscription right for each whole share of stock they own. Each subscription right will entitle them to …

Business

David Einhorn - The Bear of Wall Street

Many of the top hedge fund managers are secretive to the point of reclusiveness, keeping their unique market insights to themselves and staying out …

Markets

Beating The Market With Cyclical NCAV Stocks

I love to cherry pick the best deep value investments.<p>NCAV stocks do great as a group. My own net net stocks have achieved an average annualized …

LOV Largest Shareholder Issues 6 PT Plan In 88 Pg Letter

Spark Networks Inc (NYSE:LOV)’s largest shareholder has called for change at the company. Besides for the activism angle, and the fact that the fund …

Is Catastrophe Bond Boom Worrying?

The search for yield has driven investors to catastrophe bonds, pushing their yield down. Gillian Tett, FT columnist, explains to John Authers that …

Chuck Akre On His Rules To Live By

Great Investor Chuck Akre explains how he finds “compounding machines” – companies that produce high rates of returns for shareholders.

Broyhill Asset Management On Bullish Case For Kennedy Wilson Holdings

Prepared by: Broyhill Asset Management, LLC<p>Kennedy Wilson Holdings<p><b>(NYSE: KW)</b><p><b>Who is Kennedy Wilson?</b><p>Founded in 1977, Kennedy Wilson (KW) has grown from …

Transocean Casting Off Its Older Rigs Into New Entity

In an slightly under the radar move, Transocean (RIG) announced that it was creating a new entity, Caledonia Offshore Drilling Company, which will be …

Larry Robbins and Glenview Capital's presentation from 2014 Ira Sohn

Larry Robbins presented at the recent Ira Sohn conference in New York. He is long on HUM, WLP, and MON. Below please find his slide deck. …

Rare Interview: Joshua Friedman, Canyon On Credit Markets

Institute Chairman Mike Milken moderates our annual discussion on the state of the credit markets, joining a panel of seasoned investors. The future …

Are You Fit to Ride?

Find out where your body needs a boost with these cycling-specific fitness assessments.<p>Too many cyclists with bulging quads still struggle with a squishy core, wobbly hips, or stiff shoulders. On the bright side, fixing those issues will make you a more efficient rider, says Darcy Norman, a trainer …

The Favorable Demographics for Apartments

For several years I've been pointing out that demographics are favorable for apartments. This is because a large cohort has been moving into the 20 …

Roger Lace, President of Hamblin Watsa, On His Value Approach

Roger Lace is currently President of Hamblin Watsa Investment Counsel Ltd., a wholly-owned subsidiary of Fairfax Financial Holdings Ltd (TSE:FFH) …

Third Point RE Investor Presentation March 2014

Third Point RE Investor Presentation March 2014<p>Third Point RE investor presentation, also see more interesting info from the 10K and February stat …

Michael Burry: The Long Value Case For GTSI

Michael Burry stock write up (see some other great Michael Burry material here).<p><b>GTSI Corp(GTSI) – $5.00 on Mar 28, 2001</b><p>A debt-free net net stock, now …

אייל אורי, שותף מנהל בקרן .E.V.C.M מציג השקעה במניות בכורה דרום קוראניות בקונגרס מנהלי השקעות ערך

Greenberg: Tearing Into RealPage

SAN DIEGO (TheStreet) -- A recurrent theme of Reality Check is keeping an eye on seemingly high-growth acquisitive companies whose growth, in …

Investing

Kyle Bass On The Fracking Revolution

Kyle Bass discusses energy, natural gas, supply, infrastructure, energy policy, demand and growth opportunities with Wil VanLoh, Jody LaNasa and …

Tilson's 28 Page Presentation 'Why I'm Short Lumber Liquidators'

ValueWalk received the following email from Whitney Tilson regarding his short position in Lumber Liquidators Holdings Inc (NYSE:LL)<p>The Robin Hood …

Professor Sanjay Bakshi's Value Investing Articles/Talks