Research & Insights

Research & Insights

Re-Examining Investing Dogmas: The Case For Active Management

As Howard Marks famously observed, investors must “dare to be great.”

How to Fix Executive Compensation and CEO Pay in Corporate America

The fact is, CEO compensation has gone completely haywire.

Why It’s a Great Time To Be A Stock Picker

Everything is up for grabs.

Amazon Is Killing Its Competition In The Cloud

"Death to the mainframe," says Amazon's James Hamilton.

Danger Signs: 4 Things to Investigate Before Investing in A Public Tech Company

Accounting is a slippery beast.

IBM’s Executives Cash In While The Company’s Business Declines (Copy)

IBM is currently struggling with several key (and some might say) controversial issues.

Why Is American Airlines Buying Back Its Own Stock?

Two years out of bankruptcy and facing down $19 billion in debt, AAL executives continue to spend billions to repurchase their own company shares — to the detriment of shareholders.

4 Reasons Why I Think Disney Should Buy Netflix

The entertainment and media business is in the throes of disruption, which has led some people to speculate about some major acquisitions in the pipeline.

Confessions of a Crazy Stockpicker

I got interested in game theory in 2011 because of my interest in poker. Some of the better players were using it, and it looked like a fun study. Well, if it's possible to have a quasi-spiritual epiphany as an investor, game theory was mine.

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