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Featured

New Special Edition Resource Page: How Hedge Funds Like Bridgewater, Baupost, Maverick And Many Others Are Navigating Unprecedented Coronavirus Induced Volatility [LAST UPDATED 3/31/20 2:44 EST]

Most hedge funds issue quarterly commentary to their investors However, recent times have brought unprecedented volatility and many funds are frantically trying to assure investors that they are doing okay (and if possible taking advantage of these markets). There are a lot of bargains for long term investors who...

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Tiger Global’s Private Equity portfolio is dialed in on tech expected to benefit from Coronavirus disruptions

Tiger Global's private equity funds are focused on short-form videos, fintech and enterprise software-as-a-service, which will not be hampered and could capitalize on changes brought by the Coronavirus pandemic. In the firm's March 23 letter, which was reviewed by ValueWalk, Tiger Global Management said their Private Investment Partners (PIP)...

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Valuewalk, Ben Graham, Benjamin Graham, writing, reading, books, The Intelligent Investor, Value investing, value investors, Berkshire Hathaway, Warren Buffett, investor psychology, minimal debt, buy-and-hold investing, fundamental analysis, concentrated diversification, margin of safety, activist investing, contrarian mindsets

Warren Buffett’s Favorite Lessons From Ben Graham

If Warren Buffett had to recommend just one chapter of one book that explains his investment philosophy, I think it is highly likely he would recommend chapter 8 of the Intelligent Investor. Q4 2019 hedge fund letters, conferences and more On several occasions in the past, the Oracle of Omaha has...

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Current escalation scenario

From Global Virus Acceleration to Global Debt Explosion

The novel coronavirus is exploding in the US and Europe, due to complacency and inadequate preparedness. The escalation will translate to debt explosion, which will further complicate and prolong the fight against the virus globally. Q4 2019 hedge fund letters, conferences and more As the COVID-19 challenge moved from imported cases...

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invest

Cove Street Capital: Why Investors Should Never Overlook Proxy Filings [In-depth]

ValueWalk's Raul Panganiban interviews Ben Claremon, Principal and Portfolio Manager at Cove Street Capital. Q4 2019 hedge fund letters, conferences and more Interview with Ben Claremon rawpixel / Pixabay   Transcript Hello podcast listeners. Today's a very special episode with Ben Claremon, Principal and Portfolio Manager at Cove Street Capital. Before this, he worked on...

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Tim Pagliara

Tim Pagliara Expert On The GSE Debate Talks Fannie Mae Reform

ValueWalk's Raul Panganiban interviews Tim Pagliara, Founder, Chairman and CIO of CapWealth group and Grant Stark, CFA, is director of research at CapWealth Group. In today’s episode we discuss the potential solution for GSE reform. Q4 2019 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Interview with Tim Pagliara...

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invest

It Doesn’t Get Much Better Than This?

What an amazing three days. I’ve said to some of my clients that moves of this magnitude are highly unusual. How unusual? Q4 2019 hedge fund letters, conferences and more The returns of the last three days would rank sixth in the top ten three-day moves upward for the S&P 500...

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Li Lu’s Advice On How To Invest In A Crisis

Chinese-born American investor and hedge fund manager Li Lu is considered to be one of the best value investors alive today. Q4 2019 hedge fund letters, conferences and more The founder and Chairman of Himalaya Capital Management started his investment career in 1997 when he launched Himalaya. He has since gone on...

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Market Capitalizations

Things Are Going to Change. Here’s What We Should Do

In the aftermath of the coronavirus, we face the strong possibility of a deflationary depression. We cannot allow that to happen. Q4 2019 hedge fund letters, conferences and more stevepb / Pixabay This is going to mean significant amounts of government debt, and much of it will have to be monetized by the...

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Aswath Damodaran

Yes, You Can Build A Portfolio That Gains From Disorder

As you have probably noticed, stocks are a wee bit more volatile these days. We’ve reached levels of volatility similar to what we experienced during the financial crisis, and before that, the Great Depression. It’s pretty intense. Q4 2019 hedge fund letters, conferences and more rawpixel / Pixabay I can tell you one thing:...

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Finance Curse

The Finance Curse With Nicholas Shaxson

ValueWalk's Raul Panganiban interview Nicholas Shaxson, journalist and investigator. He has authored several books including “Treasure Islands” and his most recent book, “The Finance Curse: How Global Finance is Making us All Poorer.” Q4 2019 hedge fund letters, conferences and more 024-657-834 / Pixabay Interview With Nicholas Shaxson   Transcript Hello podcast listeners. Today's a...

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Bill Ackman valeant VRX herbalife HLF activism shortselling MLMs VALUEWALK Pershing Square Capital investors activist investing William Ackman

Bill Ackman Up 100x On Hedges Put On In Early March [Full Letter]

LONDON--(BUSINESS WIRE)--Regulatory News: Pershing Square Capital Management, L.P. today released the following letter to investors: Q4 2019 hedge fund letters, conferences and more Dear Pershing Square Investor, On March 3, 2020, we disclosed that we had acquired large notional hedges which have asymmetric payoff characteristics; that is, the risk of loss from these...

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