What Is Warren Buffett Buying Today? Wells Fargo Suggests A Few Names
Back at the end of August, Warren Buffett told Bloomberg 'I'm buying stocks' when asked if the market was overextended. He then went on to explain why, despite the [...]
Khrom Capital Having Another Decent Year, Sees Value In a New Small-Cap Idea
Khrom Capital has an impressive record of achieving market-beating performance. Since its inception in 2008, the firm has achieved a gross average annual return for investors of 16.3%, compared [...]
Crispin Odey: Up Nearly 30% YTD On Shorts In RandGold; Warns Of Dangers In US And China
Crispin Odey's impressive recovery continue during September. For the month, the Odey International Fund, a ‘feeder fund’ for the Odey Swan Fund, a UCITS vehicle that is modeled on [...]
Mohnish Pabrai: P/E Of 1 Stocks
In 2016, Mohnish Pabrai gave a speech to students at Peking University on the topic of finding multi-bagger stocks. According to Pabrai, there are five particular buckets potential multi-bagger [...]
Moody’s: American Schools To Suffer As Unfunded Pension Liabilities Continue To Soar
At the end of September, the Board of Governors of the Federal Reserve System pegged unfunded pension liabilities of US state and local governments at more than $4 trillion, [...]
Blockchain Is Going Mainstream But Half Of Companies Are Struggling, Warns CLSA
Bitcoin introduced the world to blockchain, the technology that underpins the cryptocurrency, which has the potential to dramatically improve the speed and security of networks around the globe. Q3 hedge [...]
Mohnish Pabrai’s Funds Slump On Indian Investment In Q3
Mohnish Pabrai is one of the greatest value investors alive and applying his trade today. Unlike so many other fund managers active at the moment, Pabrai remains a committed [...]
Seth Klarman’s 43 Favorite Hedge Funds Revealed
Seth Klarman is perhaps best known for his landmark book on value investing Margin of Safety and his management of multi-billion dollar hedge fund Baupost. However, recently the billionaire's [...]
The True Cost Of Stopping Global Warming: One Mega-Bank Tries To Calculate 1.5 °C
Last week the Intergovernmental Panel on Climate Change (IPCC) released its 'Special Report on Global Warming of 1.5 °C'. The long-awaited, highly anticipated report from the UN climate science [...]
Value Based ProChain Capital Holding Up Amid Crypto Collapse
After capturing the attention of investors around the world at the end of last year, crypto assets have failed to live up to the hype this year. Q3 hedge fund [...]
Granular Investment Analysis From Benjamin Graham
"The spectacle of Chesapeake and Ohio selling 9 or 10 points higher than time honored B. & O. must indeed excite wonder in the Minds of those veterans who [...]
Benjamin Graham: Evaluating Sugar Securities
In the early 1920s, Benjamin Graham, who is widely considered to be the Godfather of value investing, wrote a series of articles for the Magazine of Wall Street. These [...]
Peter Lynch: You Only Know It’s a Great Company Afterwards
Of the greatest investors of all time, Peter Lynch stand out as an asset manager. Where are the well-known investors have made fortunes by investing irregularly waiting for the [...]
Oil Is One Of The Five Major Market Anomalies Right Now Which Means It Could See An Explosive Move: Credit Suisse
According to Bank of America Merrill Lynch's latest Equity Client Flow Trends report, throughout the third quarter flow sentiment remained the most persistently negative for Energy. Specifically, according to the [...]
US Equity Performance Vs. Rest Of World Hits Extreme Levels
Year-to-date, the S&P 500 is up 8.5% and at the beginning of this week printed a new all-time high. Thanks to the index's relentless march higher, over the past ten [...]
ETFs: It’s Not Just About Fees, BAML Explains
No fees are commonly cited as investors' main attraction to passive investments. ETFs, in particular, have drawn a tremendous amount of money from actively managed mutual funds, which generally [...]
Active Mutual Funds Outperform In September But Lag For The Quarter
According to Bank of America Merrill Lynch's latest Equity Client Flow Trends report, investors across the board have continued to dump US equities in 2018, extending the decade-long trend [...]
Seth Klarman’s Russian Adventure
For much of the past decade, particularly over the past five years, Russia has stood out as one of the world's cheapest markets. As money has flooded into other emerging [...]
Tough August For Odey Amid A Strong Year, As Hedge fund Set For Boost From Sky
It looks as if August turned out to be a month that vocal hedge fund manager Crispin Odey would rather forget. At the end of August, ValueWalk reported that Odey [...]
Chinese Banks Are Improving As Other Cracks Emerge In Financial System: Moody’s
The latest set of quarterly results from China's biggest banks, show an improvement across key metrics, but cracks are showing in other parts of the country's financial system. Q2 hedge [...]
Punch Card Capital: A 27% Annualized Return
This is the second part of a short series on an article published in Santangel's Review back in 2011. The article is a profile of Norbert Lou, the founder, [...]
Rare Benjamin Graham Article Analyzing Stocks Vs. Bonds
"Discrepancies -- and hence opportunities -- in securities originate most often when events move faster than quotations. The kaleidoscopic change in the New York Transit situation since 1916 is [...]
