Looking at the refinery sector right now, one well known Warren Buffett quote springs to mind, "Be fearful when others are greedy and greedy when others are fearful."
I have commented on the value on offer at HollyFrontier Corp (NYSE:HFC) before, but right now the company appears to offer even more value after the . . .
SORRY!
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger
Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.
Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.
Rupert covers everything value investing for ValueWalk
This is part two of a three-part interview with Himanshu H. Shah President and Chief Investment Officer of Shah Capital. The interview is part of ValueWalk’s Value Fund Interview Series.
Throughout... Read More
BAYER CHAIRMAN WERNER BAUMANN HELD A SECRET MEETING WITH INVESTORS YESTERDAY” REGARDING MONSANTO - FBN
FOX Business Network’s (FBN) Charlie Gasparino reports “Bayer Chairman Werner Baumann held a secret meeting... Read More
Analysts are largely unconvinced by allegations that Muddy Waters leveled at American Tower Corp (NYSE:AMT) in a report yesterday. The company’s track record of transparent management, the presence of... Read More
Puerto Rico is expected to issue $2 - $3.5 billion in general obligation (GO) bonds later this month, the latest since a $2.7 billion offering in 2012, and with... Read More
Jon Corzine, former CEO of MF Global Holdings Ltd (PINK:MFGLQ), may see a glimpse in the next chapter of his professional future when he learns if he's headed toward... Read More
If your not subscribed to business or perhaps you still missed it here is a link to comments by Howard Marks at Goldman Sachs Financial Conference yesterday https://valuewalkpremium.com/2013/12/howard-marks-goldman-sachs/ Read More
David Water's Alluvial Capital Management client letter for the third quarter ended September 30, 2016.
Also see
Q3 2016 hedge fund letters
Q2 2016 hedge fund letters
Dear Alluvial Clients,
[drizzle]Alluvial strategies recorded solid... Read More
If Starwood Capital Group’s Barry Sternlicht could figure out an easy and liquid method to short Manhattan real estate and go long Miami on a short term basis he... Read More
At Third Avenue’s 17th Annual Value Conference, Lead Real Estate Portfolio Manager Michael Winer, spoke with Emile Haddad, CEO of FivePoint Communities and Newhall Holding Corp. FivePoint Communities manages... Read More
Wall Street analysts have been busy publishing their predictions for 2016 over the past four weeks. Analysts are now (December 31) in aggregate are projecting record-level S&P 500 EPS... Read More
