Two friends, Ben and Jerry, took their ice cream brand from zero to one of the major leaders in the super-premium ice cream market. The Inside Scoop is the story of that company as told by the CEO who took over from them.

It's kind of two books in one. The first part is about valuation (of a stock), while the second part is about communication (of a stock idea).

Shares are down 60% from their highs. Considering the company's net cash position and consistent profitability, this is far too low.

Michael Kimmelman was charged with insider trading as part of the US government's investigation into Raj Rajaratnam. But the evidence against him was much flimsier than that against the other guys who were charged.

Marco Alvera's recently published book makes the case for hydrogen becoming a significant fuel source in the near future.

Viacom is cheap because of forced selling and generates excellent returns on capital.

Shares of ADF Group are down some 20% over the last two days, thanks to a disappointing quarterly update, on a number of fronts. But this may represent an opportunity as it trades at barely over half of its tangible book value.

How we can get from 51 billion tons of carbon emitted down to zero by 2050 - and why we should.

​Alex Epstein goes against the grain in his book "The Moral Case for Fossil Fuels". He makes a case that we should be using more, not less, fossil fuels, and I dare say he made some good arguments. ​

Whether Jefferies can earn good rates or not on its current book value is not really a game I want to play.

There is one home builder that has been left behind in this market frenzy, despite benefiting from the same factors as its peers.

Quarter after quarter of losses and writedowns shredded the balance sheet.

As a society, we spend a lot of time worrying about debt. Consumer debt, household debt, municipal debt, state/provincial debt, federal debt, etc.

Midstream companies can offer a little bit more cash flow certainty than upstream drillers. But one can find companies in this space whose stock prices are as decimated as any solvent upstream company. Consider Summit Midstream Partners (SMLP).

I think this is an asymmetrical bet on a fallen angel.

I know I bought low with the intention to hold, but it doubled, so I sold it.