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  • Global Return Asset Management 2Q17 Commentary - Decision Trees
    ValueWalk Yesterday, 10:23 AM
  • GDS Investments July 2017 Commentary
    ValueWalk WFM, AMZN, WMT Yesterday, 9:20 AM
  • Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q2 2017 Snapshot
    Tom Roseen Tue, Jul. 25, 12:17 PM
  • Deltec Q3 2017 Investment Letter 'Boom Or Bubble?'
    ValueWalk Tue, Jul. 25, 7:11 AM
  • Tracking Ken Fisher's Fisher Asset Management Portfolio - Q2 2017 Update
    John Vincent AAPL, AAWW, AMGN Sun, Jul. 23, 9:45 PM
  • Massif Capital Q2 2017 Letter To Investors
    ValueWalk SPLP, OZM, NSU Wed, Jul. 19, 2:38 PM
  • Greenlight Capital Q2 Letter
    Activist Stocks AER, BAYZF, CNX Wed, Jul. 19, 1:04 AM
  • July Buys: The 15 Stocks Added To My Fund
    Ian Bezek ASR, AZO, BF.A Mon, Jul. 17, 8:00 AM
  • Wedgewood Partners Q2'17 Client Letter - The Fab Five
    ValueWalk TSCO, SLB, CLB Mon, Jul. 17, 5:07 AM
  • Greenwood Q2 - Gains On Whole Foods Buyout
    ValueWalk WFM, AMZN, TRIP Mon, Jul. 17, 2:56 AM
  • Breaking Views: John Malone Papers Over QVC Woes With HSN Purchase
    Lipper Alpha Insight HSNI, QVCA Fri, Jul. 7, 2:05 PM
  • Factormageddon: Quantifying The Risks
    Robert Honeywill AAPL, AMZN, FB Fri, Jul. 7, 9:34 AM
  • Ancora Advisors Quick Thesis On Potbelly
    Activist Stocks PBPB Fri, Jun. 23, 3:52 AM
  • Hedge Fund Crowding Update - Q1 2017
    AlphaBetaWorks AAPL, ATVI, BABA Wed, Jun. 21, 7:53 AM
  • Bandera Partners Now Controls 15.6% Of Famous Dave's
    Courage & Conviction Investing PLKI, QSR, DAVE Mon, Jun. 19, 1:16 PM
  • Arlington Value Adds Rent-A-Center, TripAdvisor, Liberty Global; Sells Moody's And Armstrong
    Safety In Value TRIP, LBTYK, RCII Sun, Jun. 11, 10:10 AM
  • Whole Foods: No Buyout, No Buy Rating
    Activist Stocks K, KR, SFM Thu, Jun. 1, 8:56 PM
  • Tracking The Hotchkis & Wiley Value Opportunities Fund - Q1 2017 Update
    V is for Value ANTM, ARRS, BAC Thu, Jun. 1, 12:31 PM
  • Tracking The Sequoia Fund - Q1 2017 Update
    V is for Value AMZN, BRK.A, BRK.B Tue, May 30, 11:47 AM
  • Tracking Charles Akre's Akre Capital Management Portfolio - Q1 2017 Update
    John Vincent AIG, AKRIX, AKRSX Tue, May 30, 2:30 AM
  • Tracking Allan Mecham's Arlington Value Capital Portfolio - Q1 2017 Update
    John Vincent AN, AWI, BAC Mon, May 29, 12:48 AM
  • Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q1 2017 Update
    John Vincent ADBE, ALB, ALGN Fri, May 26, 8:39 AM
  • Tracking Mason Hawkins's Southeastern Asset Management Portfolio - Q1 2017 Update
    John Vincent ATU, BEL, BEN Fri, May 26, 1:16 AM
  • Tracking Alex Roepers' Atlantic Investment Management Portfolio - Q1 2017 Update
    John Vincent ABG, ARRS, BDC Thu, May 25, 8:50 AM
  • Tracking Larry Robbins's Glenview Capital Management Portfolio - Q1 2017 Update
    John Vincent AAPL, ABBV, ABG Thu, May 25, 4:12 AM
  • Tracking David Abrams' Abrams Capital Management Portfolio - Q1 2017 Update
    John Vincent BABA, BEN, BKS Wed, May 24, 7:01 AM
  • Tracking Wallace Weitz's Weitz Investment Management Portfolio - Q1 2017 Update
    John Vincent AAPL, ACIW, ACN Wed, May 24, 4:27 AM
  • Tracking Robert Karr's Joho Capital Portfolio - Q1 2017 Update
    John Vincent AEO, BABA, CGNX Tue, May 23, 7:17 AM
  • Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q1 2017 Update
    John Vincent ABUS, ACHC, ADBE Tue, May 23, 5:28 AM
  • Glazer Capital's Hardware And Technology Arbitrage Quarter
    Safety In Value WOOF, BTI, XXIA Mon, May 22, 9:27 AM
  • Oasis Petroleum - More Than 77 Percent Of Drilling Locations Are Uneconomic
    Superinvestor Bulletin OAS, PE, AABA Mon, May 22, 8:53 AM
  • Tracking Jeffrey Ubben's ValueAct Portfolio - Q1 2017 Update
    John Vincent ADS, AFI, ALSN Mon, May 22, 8:27 AM
  • Tracking Tweedy Browne Portfolio - Q1 2017 Update
    John Vincent AGCO, ANAT, AVT Mon, May 22, 2:45 AM
  • Tracking Dan Loeb's Third Point Portfolio - Q1 2017 Update
    John Vincent AA, AAPL, ANTM Sun, May 21, 10:07 PM
  • Tracking David Winters' Wintergreen Advisers Portfolio - Q1 2017 Update
    John Vincent BHGE, BIREF, BTI Sun, May 21, 7:49 AM
  • Tracking John Paulson's Paulson & Company Portfolio - Q1 2017 Update
    John Vincent AEM, AGN, AIG Sun, May 21, 4:37 AM
  • Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q1 2017 Update
    John Vincent AR, AXTA, BAC Fri, May 19, 7:07 AM
  • Trapeze Asset Management Q1 2017 Letter - Equilibrium
    ValueWalk ORXGF, SH, KGILF Fri, May 19, 4:20 AM
  • Tracking Carl Icahn's Portfolio - Q1 2017 Update
    John Vincent AGN, AIG, ARII Fri, May 19, 2:42 AM
  • Tracking Lou Simpson's SQ Advisors Portfolio - Q1 2017 Update
    John Vincent AAPL, ALSN, AME Thu, May 18, 7:45 AM
  • Tracking George Soros's Portfolio - Q1 2017 Update
    John Vincent ABEO, AGRO, ALLT Thu, May 18, 4:24 AM
  • Tracking Bruce Berkowitz's Fairholme Portfolio - Q1 2017 Update
    John Vincent FAAFX, FOCIX, IPMLF Wed, May 17, 7:12 AM
  • Tracking David Einhorn's Portfolio - Q1 2017 Update
    John Vincent AA, AAPL, AER Wed, May 17, 4:58 AM
  • Commentary On Opaleye Management Positions, Part I
    Jonathan Faison AGIO, AXGN, BPMC Wed, May 17, 4:57 AM
  • Tracking Bill Ackman's Pershing Square Portfolio - Q1 2017 Update
    John Vincent APD, CMG, FMCC Tue, May 16, 8:41 AM
  • Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q1 2017 Update
    John Vincent AAL, AAPL, AXP Tue, May 16, 6:48 AM
  • Tracking Nelson Peltz's Trian Fund Management Portfolio - Q1 2017 Update
    John Vincent BK, CC, DD Mon, May 15, 9:15 AM
  • Tracking David Tepper's Appaloosa Management Portfolio - Q1 2017 Update
    John Vincent AAL, AAPL, ABY Mon, May 15, 6:39 AM
  • Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q1 2017 Update
    John Vincent BBRY, BRK.A, BRK.B Sun, May 14, 10:13 PM
  • Tracking Seth Klarman's Baupost Group Holdings - Q1 2017 Update
    John Vincent ABC, AGN, AIG Sun, May 14, 10:02 AM
  • Tracking Mohnish Pabrai's Portfolio - Q1 2017 Update
    John Vincent AER, FCAU, GM Sun, May 14, 3:36 AM
  • Tracking Ruane, Cunniff & Goldfarb's Portfolio - Q1 2017 Update
    John Vincent AMZN, BIDU, BLDR Sun, May 14, 12:22 AM
  • Tracking Gardner Russo & Gardner Portfolio - Q1 2017 Update
    John Vincent AHBIF, AXP, BF.A Fri, May 12, 7:49 AM
  • Commentary On Great Point Partners' Positions Part 2
    Jonathan Faison ACAD, AVXS, ITEK Fri, May 12, 7:25 AM
  • Tracking The Parnassus Core Equity Fund - Q1 2017 Update
    V is for Value AAPL, AGN, AMAT Wed, May 10, 8:56 AM
  • Commentary On Great Point Partners' Positions Part 1
    Jonathan Faison ADMS, ARNA, FOMX Wed, May 10, 7:35 AM
  • Tracking Kahn Brothers Portfolio - Q1 2017 Update
    John Vincent AF, AGO, BAC Tue, May 9, 5:13 AM
  • Grey Owl Capital Management 1Q17 Commentary
    ValueWalk ESRX, ANTM, LILA Sat, May 6, 7:43 AM
  • Tracking Yacktman Asset Management Portfolio - Q1 2017 Update
    John Vincent ANTM, AVP, BAC Thu, May 4, 3:20 AM
  • Crescat: China To Devalue 30% Taking Down Canada And Australia With Them
    ValueWalk Tue, May 2, 11:15 PM
  • Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q1 2017 Update
    John Vincent A, ADI, AGN Tue, May 2, 3:09 AM
  • Thoughts On Consonance Capital's Positions - Part 2
    Jonathan Faison AMAG, ARRY, ATRC Sat, Apr. 29, 6:17 PM
  • The First (And Last?) Competitive Advantage
    ValueWalk Sat, Apr. 29, 7:31 AM
  • Dan Loeb Q1 Letter: 'Favorable Environment For Our Investing Style To Continue'
    ValueWalk HON, UNCFY, EONGY Fri, Apr. 28, 4:20 PM
  • Commentary On Consonance Capital's Top 5 Positions
    Jonathan Faison AMRN, CLVS, HZNP Thu, Apr. 27, 5:08 PM
  • Tracking Ken Fisher's Fisher Asset Management Portfolio - Q1 2017 Update
    John Vincent AAPL, AAWW, AMGN Wed, Apr. 26, 10:23 AM
  • Marcato Capital Letter To Rent-A-Center
    Activist Stocks RCII Sat, Apr. 15, 2:07 AM
  • Elliot Management - The BHP Shareholder Value Unlock Plan
    ValueWalk BHP Wed, Apr. 12, 9:34 PM
  • Vltava Fund Q1'17 Commentary - A Bit About Trump, A Bit About The Koruna
    ValueWalk HPE, HPQ, TEVA Mon, Apr. 10, 3:49 PM
  • Spring 2017 Investor Letter: A Stable First Quarter
    David I. Templeton, CFA Fri, Apr. 7, 8:22 AM
  • Askeladden Capital - Q1 2017 Letter
    ValueWalk LQDT, FC, FOGO Sun, Apr. 2, 8:47 AM
  • The Royce Funds: An Analysis Of Particularly Interesting Holdings
    Roderick MacIver PMD, MASI, PHGFF Fri, Mar. 24, 1:00 PM
  • Jerome Dodson And The Parnassus Funds: Why Are They So Successful? It's Simple
    Roderick MacIver AMAT, LRCX, WFM Fri, Mar. 24, 9:56 AM
  • Glenn Greenberg - Long Rising Interest Rates And Loving It
    Superinvestor Bulletin SCHW, HCA, AR Sat, Mar. 18, 8:37 AM
  • Giverny Capital 2016 Letter: The Podium Of Errors - Valeant Pharmaceuticals
    ValueWalk Fri, Mar. 17, 5:58 AM