Baupost Q2 Letter
19Nov

Seth Klarman: We Are Looking For Egregious Mispricings

When it comes to value investing, there’s one investor that has earned himself a reputation as one of the best value investors alive today. No, it’s not Warren Buffett, but Seth Klarman, who’s value-focused hedge fund, Baupost has produced an annualized return of around 20% over the last three decades. What’s even more impressive about this performance is that Klarman has been able to beat the market with his portfolio 20% allocated to cash on average. On . . .

SORRY!

This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible

Author

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

Related Posts

hussman monetary base v yields 0814
26Aug

Hussman’s Broadside Attack On Fed Policy

By

“Before the 15th century, people gazed at the sky, and believed that other planets would move around the Earth, stop, move backwards for a bit, and then move forward... read more

China Hedge Funds Asset flows in July
20Aug

China Hedge Funds up 4% In July, Previous Losses Wiped Out

By

China has caused great troubles for hedge funds, but since the last few months, it seems the tide has turned. July was a great period for investing vehicles in Greater... read more

23May

Facebook's Valuation Compared to Eight Tech Giants

By

  Byron Capital Markets is out with a good need dose of reality and humor on the Facebook Inc (NASDAQ:FB) IPO. The firm compares the valuation of Facebook to eight... read more

einhorn
24Mar

David Einhorn, Greenlight Capital, MU, and … GMCR

By

David Einhorn, Greenlight Capital, MU, and … GMCR  By Long Short Trader I have not been following the Micron Technology/Seeking Alpha/Greenlight Capital/ David Einhorn drama closely. However, one specific statement written by... read more

28Oct

The Indicators That We Believe Will Drive The Markets In The Near Future

By

Guest post from Miller/Howard Investments.  Miller/Howard Investments is a boutique investment firm with more than 25 years’ experience managing portfolios focused on dividends, ESG, utilities, energy infrastructure, and MLPs. We... read more

Global Return Asset Management December 2019
10Jan

Chilton Capital Management’s REIT Hedge Fund Adds 31% In 2019

By

Chilton Capital Management's REIT strategy produced a total return of 29.8% net of fees in 2019, according to a copy of the firm's third-quarter performance update, a copy of... read more

S&P 500
09Oct

S&P 500 circa 1650: Too optimistic based on P/BV?

By

This article posits that at the current price to book value of the S&P 500 (INDEXSP:.INX), Mr. Market is taking an optimistic view based on fundamentals. We support our... read more

21Aug

Study Says Activist Investors Good For Long Term

By

Critics have charged that the practice of activist hedge fund investors generates short term gains for activists but weakens the companies in the long run. This isn’t true, according... read more

11Oct

Macro Funds Suffer Another Tough Month in September

By

Macro hedge funds' profit and loss was driven by how strongly they were positioned in favor of taper in September. The near consensus among all analysts that Fed would... read more

Blackrock Tail Risk
28Jan

"Blackrock" Report Addresses Left Tail Risk Concerns

By

A new study from three Blackrock authors and one academic addresses a key desire among investors – protecting assets while avoiding volatility going forward. The report noted that protecting assets was... read more

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.

Congrats! Are you a smart person?

We have an exclusive targeted & limited time offer for being a sophisticated and loyal reader.

ValueWalkPremium is a website and newsletter on the latest industry news much of which is not in the public domain and obtained via our sources.

We also have 10 years of resources on how to use this information to better your investment process.

Sign up for  today and get our exclusive content for 40% off. This is our second biggest discount ever!!

Use coupon code VIP20 or click on the button below

Limited time offer only ENDS 4/30/2020 or after the next 40 subscribers take advantage whichever comes first – please do not share this discount with others

 

0