Archive

The No. 1 Way to Annoy Wall Street

The No. 1 Way to Annoy Wall Street

Wall Street doesn't know what to do with a CEO who won't follow convention...
The Hidden Credit Crisis in China's Booming Housing Market

The Hidden Credit Crisis in China's Booming Housing Market

You can't have an industry that's both booming and on the verge of serious debt issues...
An Unlikely Winner as the Media Takes On AI

An Unlikely Winner as the Media Takes On AI

AI could give this media business a much-needed boost...
Good News... Earnings Are About to Look Much Worse

Good News... Earnings Are About to Look Much Worse

When a company expects bad news, a smart management team doesn't drag it out...
Making Opportunity Out of a Market Crisis

Making Opportunity Out of a Market Crisis

When danger hits, turn that danger into a change point...
'Captive Capital' Will Dictate the Private-Equity Market Next Year

'Captive Capital' Will Dictate the Private-Equity Market Next Year

Apollo sees the writing on the wall...
This Private-Equity Giant Moved to Bermuda... Here's Why

This Private-Equity Giant Moved to Bermuda... Here's Why

This business can now follow Warren Buffett's method...
A Drastic Pivot for This 'Tiger Cub'

A Drastic Pivot for This 'Tiger Cub'

Investors think this fund's string of successful years is coming to a close... for good.
The Market Is Getting a Little Too Comfortable

The Market Is Getting a Little Too Comfortable

The credit markets are always better at forecasting risk...
Investing in What People Want

Investing in What People Want

It's not always enough to look at how "good" a business is...