Hedge Funds Most Concentrated Stocks Have Been Outperforming
Maybe there really is some truth to the notion that there is wisdom in a crowd. Because it turns out that a portfolio of stocks that have the highest percentage of their market cap owned by hedge...
View ArticleGabelli Asset Fund 1Q15 Shareholder Commentary
The Gabelli Asset Fund shareholder commentary for the first quarter ended March 31, 2015. To Our Shareholders, For the quarter ended March 31, 2015, the net asset value (“NAV”) per Class AAA Share of...
View ArticleT-Mobile – Dish Merger To Be Completed In “Two Weeks” [REPORT]
FOX Business Network’s (FBN) Charlie Gasparino reports that “bankers very close” to the potential T-Mobile – Dish merger say the deal will be completed in “about two weeks,” and that “this deal was...
View ArticleGreensKeeper: The Red Dragon And King Canute
The Red Dragon And King Canute by Michael McCloskey, Founder & President of GreensKeeper Asset Management The GreensKeeper Value Fund is up +1.8% (after all fees1 and expenses) in 2015 as of July...
View ArticleWeitz Investment Management: An Annual Overview Of The Large-Cap Value Strategy
An Annual Overview Of The Large-Cap Value Strategy (Value Fund) By Dave Perkins, CFA, Weitz Investment Management H/T Dataroma Patience, distinctiveness, thrift and trust still count.” We borrow these...
View ArticleS&P 500 Firms Boost Cash To Highest Level In Decade
It looks like the ongoing global economic uncertainty is starting to hit home, as major American firms are starting to pile up cash instead of investing it. A September 24th report from FactSet Insight...
View ArticleDIRECTV To Start Live 4K Broadcasting Early Next Year
DIRECTV, the satellite television service provider, acquired by AT&T, will start its live 4K or UltraHD broadcasting service early next year. Phil Goswitz, senior vice president of video and space...
View ArticleInside the Curious Mind of John Malone
Martin Inside The Curious Mind Of John Malone by Mark Robichaux, Multichannel News ………………….. MCN: This last quarter seemed to better than most in terms of subscriber retention for cable operators. Do...
View ArticleGabelli Funds – Financial Engineering Playbook
Gabelli Funds – Financial Engineering Playbook by Christopher J. Marangi Introduction Financial engineering – including spin-offs, exchange offers, Reverse Morris Trust transactions, tracking stocks,...
View ArticleWheeler: Without Rate Regulation ‘You’re Gutting’ Net Neutrality
Wheeler: Without Rate Regulation ‘You’re Gutting’ Net Neutrality by Giuseppe Macri, InsideSources Federal Communications Commission Chairman Tom Wheeler warned Congress Thursday if Republicans move to...
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