Jeff Smith Of Starboard Value Long Envison Pitch

We are in the process of posting all of our Capitalize 4 Kids notes but because Envision Healthcare is crashing now on earnings "review of strategic alternatives", and hits from recent storms in Florida, we thought we start with that one - no troll! Smith pitched the long case [...]

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Rachel Carpenter On Democratizing Data [VALUETALKS #10]

There is no shortage of Fintech start up trying to topple the Bloomberg Terminal. However, most like start with that explicit goal of we want to offer X at a lower cost. How many have started as a bi-product, have been successfully funded,  attracted institutional investors, have great tools [...]

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Greenlight Q3 Letter: Bubble Basket

See the full Greenlight Q3 Letter to investors below Dear Partner: Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. [...]

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Dan Loeb Q3: Long Dover

Dan Loeb of Third Point Q3 letter to investors below Also see The Value Interviews Part One: Finding Value – The Process Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your tablet, [...]

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Stephen Hazelton On Toys R Us Debt [VALUETALKS #8]

Welcome to the latest edition podcast of ValueTalks podcast (we are now up to number eight yey!, and have other non ValueTalk podcasts here) focusing on debt issues vis a via retail, with Stephen Hazelton (a debt expert) of Street Diligence. This interview was conducted by Raul Panganiban of ValueWalk. Get The [...]

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Bill Ackman Talks About ADP (FULL INTERVIEW)

Bill Ackman goes on CNBC on September 20th to talk about ADP, misconceptions about his position in ADP and what he is trying to achieve from ADP's management and board. Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in PDF. Save [...]

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Mick McGuire Talks UGGs

Where: CNBC’S “Power Lunch” When: Today, Thursday, October 5, 2017 Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your tablet, or print it out to read anywhere! Sign up below! [...]

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THE SUPERINVESTORS OF GRAHAM AND DODDSVILLE – MAIN POINTS

In 1984 Warren Buffett wrote an article and delivered a speech about Benjamin Graham and how his students fared from 1955 to 1984. In is mind blowing how all the investors using a different value investing technique significantly outperformed the market. Buffett discusses the performance of Walter Schloss, Bill [...]

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BUFFETT EXPLAINS HOW TO MAKE 50% PER YEAR

In 1999 Warren Buffett said that he can guarantee investment returns of 50% if he had a smaller portfolio. I discuss how Buffett invested in small cap stocks back in the 1950s and his 20 punch card investment rule that is probably the most important rule in investing. Get The [...]

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