17
Apr
By Michelle Jones
One of the big themes that attracts major investment dollars is disruption as new companies put legacy firms out of notice, but it's only a matter of time before... read more
28
Sep
By Rupert Hargreaves
This is the second part of a short series on an article published in Santangel's Review back in 2011. The article is a profile of Norbert Lou, the founder,... read more
06
Jun
By Rupert Hargreaves
Little-known asset management firm Left Brain Capital is certainly not letting its size get in the way of returns.
The Left Brain Capital Appreciation Fund, which reported just $16.8 million in assets under management at the... read more
24
Aug
By Rupert Hargreaves
Earlier this week, the Twitter account for Donald Tusk, President of the European Council, congratulated the people of Greece for their hard work over the decade following of the... read more
13
Jul
By VW Staff
Detailed notes of Rich Pzena, Alissa Corcoran, Doug Noland, Andrew Russell, Dennis Johnson and Jeff Jacobs from the NYSSA Ben Graham annual conference which took place on Wednesday, June... read more
21
Jun
By Rupert Hargreaves
If Warren Buffett is the best investor of all time, Jeff Bezos has to be the best business manager (or salesperson of all time).
In a period half as long... read more
28
Dec
By Jacob Wolinsky
Today is an in-depth rare (first audio?) interiew with the founder and CIO of Kerrisdale Capital, Sahm Adrangi. Adrangi made his name as one of the first and famed... read more
22
Aug
By Michelle Jones
The world's hedge funds are still underperforming the markets, and preliminary results for July suggest funds are having their weakest performance in a decade. The Eurekahedge Hedge Fund Index... read more
20
Mar
By Mark Melin
When The Baupost Group’s Seth Klarman was reflecting on 2017 in his year-end review, a document first reported in January 2018; the stock market was racing to new highs. In... read more
28
Dec
By Rupert Hargreaves
This is part three of a short series outlining the 22 cognitive biases Charlie Munger talked about in his now famous speech, The Psychology of Human Judgement.
Q3 hedge fund letters,... read more
