Kenneth Shubin is the Founder and Portfolio Manager of Spencer Capital Management, and the Chairman of Spencer Capital Holdings.
The firm has a successful long-term track record investing in undervalued securities and special situations. The firm occasionally takes activist positions where it seeks to influence corporate decision making of a Company.
Irving Kahn & Tom Kahn - Ben Graham Centre Value Investing 2005 Published on Dec 7, 2015 Mr. Kahn is the Chairman of Kahn Brothers & Company. He was educated at... read more
Don't go investing in something you don’t understand, that’s the Warren Buffett mantra. I don’t understand Crocs, Inc. (NASDAQ:CROX), I don’t see when anyone would want to wear them... read more
Weston Hicks' annual letter to Alleghany shareholders for the year ended December 31, 2015. To Our Stockholders Alleghany's common stockholders’ equity per share at year-end 2015 was $486.02, an increase of... read more
Every generation has their own unique approach to money and personal finance. Millennials, for example, found the journey to adulthood riddled with obstacles such as stagnating wage growth and uncertain... read more
US investment bank, JPMorgan Chase & Co.(NYSE:JPM) announced Wednesday that it will be buying a 19.9% stake in the Chinese trust firm, Bridge Trust Co, according to media sources. Bridge Trust... read more
Richard X. Bove, Vice President Equity Research at Rafferty Capital Markets, highlights the cost of oil investments that banking companies are facing. The Cost Of Oil Investments To Banks -... read more
DaVita HealthCare Partners Inc (DVA) Valuation Analysis by Value Seeker Overview of DaVita HealthCare Partners (DVA) DaVita Dialysis 2,251 dialysis centers across 46 states in US. 180,000 patients in the US. 36% market share... read more
Apollo Asia Fund manager's report for the fourth quarter ended December 31, 2015. H/T Value Investing World [klarman[ Apollo Asia Fund: Upheaval and new perspectives The Apollo Asia Fund's NAV rebounded by 5.0%... read more
As 2017 draws to a close, Goldman Sachs' Top of Mind research newsletter takes a look back at the trends that have shaped this year in its December issue. The continued bull... read more
Armored Wolf's global macro strategy pursues investments in a number of asset classes. The fund suffered as precious metals recorded one of their toughest months in November and gold... read more
Here’s a Tip: Read What Professional Investors Read
ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.
It’s THE resource for value investing and hedge funds. 📈
And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.
Sign up now. 👇
LEAVE A COMMENT
You must be logged in to post a comment.