According to Seth Klarman’s 2018 letter to investors (stay tuned for more coverage), despite the “treacherous” market environment of 2018, his hedge fund, the Boston-based Baupost, “successfully protected” investors’... read more

Good morning readers and get ready for our full Sohn coverage - we will be posting the breaking stuff at ValueWalk but everything will be here or linked here... read more

Seth Klarman is one of the best and most experienced value investors alive today. Even though he rarely gives interviews, when he does, they are always packed full of... read more

It is a different world from the point when billionaire investor Julian Robertson first perfected his investing style. The Tiger Management founder was known to consider a macro outlook... read more

Even though it's not a widely known term, the Kelly Criterion is a very unique and important tool for value investors who want to generate the best returns. Even if... read more

Value investing is all about finding hidden gems in corners of the market where other investors are not looking. Sturgeon Capital takes this mentality one step further. In 2012,... read more

Jillian McIntyre's presentation on Intelsat at the Kase Learning conf on short selling, 5/3/18 Video and informal transcript below Hi. Good morning. Good morning everyone. My name is Gillian McIntyre and... read more

All good things must end, but it seems like much of the world was willfully ignorant of the signs that harder times are just around the corner. In his... read more

Seth Klarman is undoubtedly one of the most successful and astute value investors alive today. His 1991 book, The Margin of Safety has influenced a whole generation of value... read more

An all star line up of speakers we have about 4.5K words of notes on their top long and short (there were many mentioned) ideas. First the line up... read more