There are three things all companies need, effective capital allocation, "good" shareholders and meaningful communication with stakeholders, according to a recent presentation by Philip C. Ordway, the managing principal of Anabatic Investment Partners LLC.
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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
On My Radar: Stock Market Valuations And Forward Returns by Stephen B. Blumenthal, CMG Capital Management
“Anyone in investments should know that when you add together a number of uncorrelating... read more
Our earlier articles explored hedge fund survivor (survivorship) bias and large fund survivor bias. These artifacts can nearly double nominal returns and overstate security selection (stock picking) performance by... read more
The Wonderful Wizard of Omaha
Berkshire is too Big, Apple has a China Problem, and NIRP is the next Big Short
by Jeffrey Miller, Partner, Eight Bridges Capital Management
May 1st, 2016
Pay... read more
AstraZeneca said Thursday it would buy 55% of privately held biotech firm Acerta Pharma for $4 billion to bolster the UK pharmaceutical giant’s blood cancer treatment portfolio.
The latest deal... read more
According to a Morningstar, Inc. (NASDAQ:MORN) report investors redeemed $58 billion from long-term mutual funds and ETFs in June. Bond mutual funds and ETFs had record outflows of $68... read more
The biggest story on the financial markets today has been the rumored merger between Sprint Nextel Corporation (NYSE:S) and the Japanese firm, Softbank. The news defined much of the... read more
British Prime Minister David Cameron will deliver a speech in London on Jan. 23, during which he will discuss the future of the United Kingdom's relationship with the European... read more
China is strong, a Macquarie Research piece proclaims, with the potential for 15% to 20% further upside potential in an oversold stock market. What is driving the strength is... read more
A number of studies have noted over the years that companies with the highest insider ownership, tend to outperform peers. The logic behind this conclusion is easy to understand.... read more
Applied Materials Chirps, b2b Ramps, Yellen Hawks and Gold’s Fundamentals Erode
Following is the opening segment from the May 29 edition of Notes From the Rabbit Hole, NFTRH 397:
If we... read more
