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Fine Young Cannibals
By Alex Rubalcava, Rubalcava Capital Management
Buybacks hit a new record in February, but most don't enhance intrinsic value. Alex Rubalcava helps you distinguish the good from the bad.
Bill Ackman on Investing
By Value Investor Insight
Commenting on his high-profile current investments, Pershing Square Capital’s Bill Ackman describes the general company traits he looks for in both active and passive investments and why a high public profile is an important element of his strategy. He also reveals whether his thesis on J.C. Penney has evolved, what lessons he’s learned from a few prominent mistakes, and why his short conviction on Herbalife is as high as ever in this recent interview with our sister publication Value Investor Insight.
Tim Eriksen on Blucora
By Tim Eriksen, Eriksen Capital Management
Blucora is unknown, unloved and misunderstood. And that's exactly why Tim Eriksen thinks it’s a "buy."
Should You Invest in TARP Warrants?
By Ori Eyal, Emerging Value Capital Management
Should investors buy TARP warrants instead of their underlying stocks? Ori Eyal makes his case.
By Tobias Carlisle and Wesley R. Gray, PhD
By combining value investing and quant theory, Quantitative Value creates a unique new approach to stock selection. Here's an article and stock pick based on the book’s methods.
Research Report: Western Union
By Boyar’s Intrinsic Value Research
Skeptics tag Western Union as outdated, but its core business remains surprisingly resilient. Boyar Value takes a contrarian look at this iconic American company.
Are Education Stocks Flunking Out?
By Robert Reid, Briefing.com
Education stocks are lagging due to tighter regulation and a bleak jobs market. But with new signs of a recovery, this out-of-favor valuation play is worth a second look.
Book Excerpt: The Silver Bull Market, Investing in the Other Gold
By Shayne McGuire
While gold is now part of many mainstream portfolios, silver remains in its shadow. This well-researched volume explains the past history and future bullish prospects of silver investment.