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...

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)...

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...

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...

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...

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...

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...

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...

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...

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:...

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...

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...

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