This is part four of a multi-part series on Seth Klarman, value investor and manager of Boston-based Baupost Group. Parts one, two and three can be found at the respective links below. To ensure you do not miss the rest of the series sign up for our free newsletter.
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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
It is widely known, and accepted, that dividends make up the majority of market returns over the long term.
Indeed, according to Standard and Poor’s dividends are responsible for 44%... read more
Finmeccanica SpA: Valuation Update by GreenWood Investors.
Please click here for a brief report updating Finmeccanica’s valuation for the full-year 2014 financial results, as well as the recent sale of... read more
The recent returns at the $302 billion California Public Employees' Retirement System (CalPERS) might seem slight at 0.61% for the twelve months ended June 30. But over a difficult... read more
ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses how he manages risk, driving returns from a combination of portfolio... read more
Barclays PLC (NYSE:BCS) (LON:BARC)’s 2014E EPS could increase by 11% and ROE would increase 100 bps if the bank decides to cut back market risk assets associated with its... read more
The purpose of today’s lesson is to thoroughly understand the EV/EBITDA metric—its uses and abuses and how to place the metric into context.
A hard look at a valuation... read more
Europe’s investment-banking-exposed stocks are cheap, as the current levels of revenues are sustainable and cost discipline at the industry level is improving, note Deutsche analysts
Matt Spick and Bilal Hafeez... read more
Bruce Greenwald, Columbia University and Richard Koo discuss "The Great Recession", the Structural and Cyclical Causes. Robert A. Johnson, Executive Director, INET is the moderator and calls Bruce Greenwald 'our... read more
Greenlight Capital was up 13.8% in 2019, underperforming the S&P 500's 31.5% gain. According to the fund's fourth-quarter letter to investors, which was reviewed by ValueWalk, the short portfolio... read more
Financial Firms Take Note: HIPAA-esque IT Encryption Regulations (And Big Fines) Are Coming by Cam Roberson, Director of the Reseller Channel for Beachhead Solutions
Authorities enforcing the laws that govern... read more
