North Carolina-based asset management firm Massif Capital, LLC released its second-quarter investor letter this month – a copy of which is available for download here. The fund is currently being co-managed by Will Thomson and Chip Russell. In their recent letter to investors, Massif Capital announced that the core portfolio was up 18.3% in the […]

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Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story…

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The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says…

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Marvell Technology cleared a consolidation that was not quite long enough to be a proper base, but 37.01 actionable.

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Court case between Amanda Staveley and the bank hears claims she was a 'complete unknown'.

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Insider Monkey has processed numerous 13F filings of hedge funds and successful value investors to create an extensive database of hedge fund holdings. The 13F filings show the hedge funds' and successful investors' positions as of the end of the first quarter. You can find articles about an individual hedge fund's trades on numerous financial […]

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American Airlines has struggled to secure financing for 17 jets it had expected Boeing to deliver this year due to the coronavirus crisis, the report said, citing people familiar with the matter. Boeing has been working to help line up financing for American’s 737 MAX jets, and under one possible scenario, the planemaker’s financing arm could purchase the aircraft and lease them to American, eventually selling the planes and the payment stream to leasing companies, according to the report.

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The latest 13F reporting period has come and gone, and Insider Monkey have plowed through 821 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F filings show the funds' and investors' portfolio positions as of March 31st, a week after the market trough. Now, we are […]

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Brooks Brothers and Ann Taylor parent Ascena Retail joined a growing list of retailers filing for bankruptcy as the coronavirus continues to put pressure on brick and mortar stores. The Final Round panel breaks down the details.

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