March 10, 2017 9:21 AM
All the buzz today is about the bull market's birthday and a million reasons it will go higher from here. David Tepper yesterday said that while t ...
March 07, 2017 11:35 AM
John Cole Scott is the Chief Investment Officer and Chief Compliance Officer for Closed-End Fund Advisors, an investment firm that specializes in disc ...
March 06, 2017 11:12 AM
John Cole Scott is the Chief Investment Officer and Chief Compliance Officer for Closed-End Fund Advisors, an investment firm that specializes in disc ...
March 03, 2017 9:11 AM
I had a chance earlier this week to sit down and chat with Robert Hendershott of Context BH Capital. Context is a fund that employs an event-driven, l ...
February 17, 2017 8:48 AM
How many different ways can I say that the market looks pretty expensive at these levels and a heightened sense of caution is warranted? My basic view ...
February 10, 2017 8:38 AM
It seems the hedge fund gurus are out in force of late talking about their view of the market. Ray Dalio of Bridgewater penned a piece in a recent edi ...
February 03, 2017 8:43 AM
I didn’t get a Thursday piece out last week as I was busy prepping for my trip to Phoenix and the Bank Directors Acquire or be Acquired Confer ...
January 27, 2017 12:52 PM
This is the second half of a two-part interview. Click here to read part one.
Tobias Carlisle is the founder and managing partner of Carbon Beach ...
January 27, 2017 8:22 AM
Tobias Carlisle is the founder and managing partner of Carbon Beach Asset Managemnet and the author of "Deep Value: Why Activist Investors and ...
January 25, 2017 8:26 AM
Image courtesy of Verdad Fund Advisers.
This is the second half of a two-part interview. Click here to read part one.
Dan Rasmussen is a graduat ...
January 24, 2017 10:55 AM
Image courtesy of Verdad Fund Advisers.
Dan Rasmussen is a graduate of Stanford Business School, a former analyst with Bain Capital, the New York ...
January 20, 2017 12:52 PM
Marketfy Maven Tim Melvin recently had the opportunity to speak with Chris Marinac, co-Founder and Director of Research with FIG Partners—a co ...
January 20, 2017 9:45 AM
This article was orignially published on Marketfy.
It is going to be an interesting weekend. The Inauguration of Donald Trump as the 45th Presiden ...
January 20, 2017 8:43 AM
The massive post-election rally experienced by the big banks last year, as well as the continued suggestion of impending banking reforms under the T ...
January 17, 2017 1:26 PM
Edward Thorp is one of the most well known figures on Wall Street. Throughout his venerable career he's spent time as a mathematics professor, h ...
January 13, 2017 2:56 PM
This article originally appeared on Marketfy.
In his most recent memo, Howard Marks of Oaktree Capital Group LLC (NYSE: OAK) talks about forecasti ...
December 30, 2016 3:28 PM
Below is part two of Tim Melvin's interview with Doug Raucy, CEO of 1347 Property Insurance Holdings Inc (NASDAQ: PIH). To read part one, click ...
December 29, 2016 4:10 PM
Below is part one of Marketfy Mavin Tm Melvin's interview with Doug Raucy, CEO of 1347 Property Insurance Group.
Tim Melvin: Alright, we&rsquo ...
December 29, 2016 3:22 PM
The following was originally published on Banking On Profit.
As we head into New Year’s weekend, I find myself reading a lot of year in rev ...
December 16, 2016 9:38 AM
This article originally appeared on Marketfy.
I spent some time today talking with Brad Case about the REIT and real estate markets going into the ...
December 09, 2016 9:22 AM
December is rolling along, and we are edging ever closer to the Holiday. I am starting to talk to some folks who are in a dead panic about what to g ...
December 01, 2016 3:59 PM
This article originally appeared on Marketfy.com
After a two week hiatus, I am back with my regular weekly ramblings and ruminations on markets an ...
November 11, 2016 7:04 AM
The following originally appeared on the Community Bank Investor
Once again the forecasters got it all wrong. Hillary was supposed to win a huge E ...
November 03, 2016 6:09 PM
The following originally appeared on Tim Melvin's Deep Value Letter.
While everyone else is trying to trade around earnings season, I find it ...
November 03, 2016 12:58 PM
It has been an exciting week so far. We are seeing a bunch of community bank earnings reports and do the most part we continue to see solid reports w ...
October 24, 2016 10:44 AM
This article originally appeared on the Tim Melvin Deep Value Letter.
The debate had been over for about a hot minute last week when I the “ ...
October 13, 2016 5:01 PM
The following was originally published on Marketfy.
It's getting a little scary out there. The U.S. and Russia are flirting with armed conflic ...
October 06, 2016 1:45 PM
It has been a busy two weeks around Chez Melvin since I last sent out a Thursday note. Between the trip to Atlanta for the FIG Bank Conference and t ...
September 21, 2016 9:12 AM
The following is part 2 of Tim Melvin's interview with Justin Knight, the CEO of Apple Hospitality REIT Inc (NYSE: APLE). Part 1 is here.
Melv ...
September 20, 2016 12:10 PM
Tim Melvin, author of Banking On Profit, caught up with Justin Knight, the CEO of Apple Hospitality REIT Inc (NYSE: APLE). The following is a part o ...
