Outsiders In Chemicals, The Story Of Rockwood Holdings – ValueWalk Premium
Rockwood Holdings
01Oct

Outsiders In Chemicals, The Story Of Rockwood Holdings

This piece is not about an investment idea, rather a case study of capital allocation and a story of a few Outsiders. When I first came across Rockwood I thought that this could be summed up neatly in a few paragraphs. Technically speaking it is possible but wouldn’t do justice to the story. The content is rather on the long side, however if you don’t feel like reading the whole thing the below quote, from Rockwood CEO Mr Seifi Ghasemi in early 2014, will give you the essence of what I’m about to describe . . .

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 support@valuewalk.com or click chat.

Author

If you are interested in contributing to ValueWalk on a regular or one time basis read this post http://www.valuewalk.com/guest-posts-hedge-fund-letters/ We do not accept any outside posts or even ads on penny stocks, ICOs, cryptos, forex, binary options and related products.

Related Posts

Value vs growth value investors
20Apr

These Are Trying Times For Value Investors

By

One of the value investor’s greatest tools is patience. Value investing by its very nature is a marathon, not a spirit and this has become increasingly apparent in today’s... read more

Political Spending
30Jun

Political Spending Proposal Receives Majority Support for First Time

By

Political Spending And Lobbying by James R. Copland and Margaret M. O'Keefe, Proxy Monitor Introduction In 2016, a shareholder proposal concerning corporate political spending received majority shareholder support over board opposition—the... read more

Hanergy Thin Film
28May

Hanergy: Losing A Fortune – Not Just For The Billionaires Anymore

By

Hanergy Thin Film: Losing A Fortune - Not Just For The Billionaires by Covenant Capital Management By now you may have seen the story of the remarkable loss experienced by... read more

Student Loan
20Jul

Are Student Loans The New Sub-Prime Credit Crisis?

By

This is surely déjà vu, as the excesses of the sub-prime mortgages that caused such a major role in the financial crisis, now seem to be crawling out of... read more

Europe banks' larger share in GDP
26Feb

Unlocking Europe’s Growth Through Alternative Sources Of Financing

By

As Europe’s bank-centered financial model is being challenged, European authorities should create alternative sources of external finance to enhance its resilience and reliability of credit supply to the real... read more

19Sep

Bruce Berkowitz Lends A Shoulder To Sears Holdings Corp (SHLD)

By

Recent notes from Fitch Ratings and Credit Suisse analyst Gary Balter underscored troubled retailer Sears Holdings Corp (NASDAQ:SHLD)’s precarious cash situation. Last week Fitch Ratings down-graded Sears' long-term Issuer Default... read more

30Oct

Jeff Osher Short Pet Insurer- 2018 Sohn Conference San Francisco

By

Stay tuned for more from IRA Sohn Conference which took place on October 29, 2018 in San Francisco. All content will be posted at this link and in our... read more

CREW Herbalife Ltd. HLF Bill Ackman speaking
11Nov

Ackman Says Allergan In Talks With Activas

By

Pershing Square’s founder Bill Ackman said in a conference call with investors today his hedge fund delivered positive October performance of  0.7 percent to 1.4 percent across its various... read more

Glenview
14Jan

Glenview Delivers 19 Percent Return As Robbins Discusses the Road Ahead

By

Hedge fund manager Larry Robbins, the hockey playing head of Glenview Opportunity funds, is probably the master story teller in the hedge fund industry. With all due respect to... read more

24Aug

Russians Like Donald Trump

By

It has not been since the “Reagan Revolution” in the 1980s that Russia has figured so prominently in the US Presidential election. Average Russian citizens, for their part, tend... read more

X
Saved Articles
X
TextTExtLInkTextTExtLInk

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

What’s missing today for many investors is real, straightforward advice.

Especially when it comes to Value Investing and Hedge Funds. 💵

That’s what makes ValueWalk Premium different. Some would say we’re “unusual.”

Our subscribers look forward to clear, easy-to-understand information they can act on.

Sign up for  today for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers

0