This is the second part of a two-part article covering “the great debate” between Vanguard Group founder, John C. “Jack” Bogle (for indexing) and Jim Grant, (against) publisher of the Grant's Interest Rate Observer newsletter of stock-picking at the Grant’s Spring Conference.
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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
Most market watchers believe we're finally in the late stages of the cycle, and when that happens, it often takes management teams some time to adjust their thinking. One... read more
You can find part one on Silicon Motion Technology Corp. (ADR) (NASDAQ:SIMO) here.
Part one summary: Silicon Motion Technology Corp. (ADR) (NASDAQ:SIMO) appears cheap trading at a forward P/E of 9.3,... read more
The Federal Structure Of Financial Supervision: A Story Of Information-Flow
Hadar Yoana Jabotinsky
Hebrew University of Jerusalem Law School
May 23, 2016
Stanford Journal of Law, Business, and Finance, Forthcoming
Abstract:
This paper... read more
FOX Business Network’s (FBN) Senior Correspondent Charlie Gasparino reports the Marwood Group, a political research firm founded by Ted Kennedy Jr., received a “Wells notice” from the Securities and... read more
Stephen Cohen’s loss at former hedge fund SAC Capital Advisors is apparently Dmitry Balyasny’s gain at Balyasny Asset Management (BAM).
Sources attribute Balyasny’s large increase in assets under management in the... read more
The January sell-off exposed the fact that investors were still pushing money into low quality stocks compared to quality names.
“Despite the very weak market performance in the latter part... read more
Fairfax Financial Holdings Ltd (TSE:FFH) (TSE:FFH.U) announced today that it has acquired, through certain of its subsidiaries, 2,385,350 Class B non-voting shares (“Class B Shares”), representing 3.4% of the outstanding... read more
Kyle Bass wrote his first letter to investors in several years. The topic of the discussion is of the economic danger in China and specifically Hong Kong. ValueWalk has... read more
India: Last BRIC Bright Spot via Matthews Asia
As the other three BRIC countries continue to disappoint, India moves ahead. By Marla Brill, Financial Advisor
A few years ago, China provided... read more
