Ben Inker: Free Lunches and the Food Truck Revolution

Horizon Kinetics: The Shaky Foundations of Asset Allocation Practices, Continued

Third Point Takes Stakes In DSM, YPF, Fibra Uno

2003 – Klarman: Holding Cash in the Absence of Compelling Opportunity

Star Hedge Fund Odey Finding 2014 Extremely Challenging

Ariel Focus Fund: Q2 2014 Commentary

LongLeaf Partners: New Investment Opportunities Have Almost Disappeared

Dodge & Cox Q2 Letter: Valuations Still Reasonable

Tiger Cub Lone Pine Down, Mandel Expresses Frustration

Weitz Investments Stands To Gain From Mergers

Kerrisdale Capital Up In June Due To 'Opportunistic Short'

Fortress Paper Convertible Debentures: Valuation Analysis

Wedgewood Partners Q2 Letter: The Spectrum of Conviction

India: Market Cap To GDP And Other Valuation Metrics

Arquitos Capital Up 22% YTD; Bullish On ALJJ

Bill Nygren Buys Amazon, Citigroup, Fidelity National, Google

Maglan Up 15% YTD Adds Music To Hedge Fund Mix

Unusual Foreign Exchange Financing Leads To Volatile Metals

David Herro Oakmark International Q2 Letter

Jonathan Booth on GM And Why BBBY Reminds Him of BRK