Mohnish Pabrai has owned Fiat Chrysler in his Pabrai Funds portfolios since 2012. Since then, the company has gone on to create a tremendous amount of value for investors. Indeed, according to Pabrai's second-quarter 2018 letter to investors, in 2012, the firm's approximate purchase price was around $6 per share. [...]
During his long career, Warren Buffett has invested in thousands of companies and acquired a whole range of businesses for his conglomerate. Q3 2019 hedge fund letters, conferences and more However, of all of these deals, two stand out as being the most transformational. If you’re looking for value stocks, and exclusive [...]
This company has the most valuable liquor company in the world today. The Chinese producer's liquor is made with a recipe dating back 2,000 years, giving it a tremendous share of mind among consumers. Q3 2019 hedge fund letters, conferences and more The company has a (more…)
"Mindless imitation of one's peers," is one of the worst things investors and business owners can do according to The Oracle of Omaha, Warren Buffett. Q3 2019 hedge fund letters, conferences and more The CEO of Berkshire Hathaway made these comments in 1991, as part of a series of lectures to [...]
What would Warren Buffett say to young investment professionals just starting their careers? Q2 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks. In 2006, at the annual Berkshire Hathaway shareholders meeting, [...]
Mohnish Pabrai has owned this stock in his Pabrai Funds portfolios since 2015. He bought the stock for his portfolio when the company was struggling under a mountain of debt following a $1.5 billion acquisition, which dramatically increased the size of the firm. For more up-to-date hedge fund content, and exclusive [...]
In his 2009 annual letter, Baupost Group's Seth Klarman laid out what he believed to be the 20 Investment Lessons of 2008. (more…)
Lessons From Benjamin Graham Disciple Walter Schloss In today’s world of second by second market updates, streaming news and Twitter, it is easy to overlook the decades of financial news coverage that have preceded today. However, if you take time out of your day to look through these archives, you’ll [...]
Warren Buffett's decision to invest $1 billion in Coca-Cola 1998 has to be one of his most significant investments of all time. Considering the size of the investment (he bought 6.2% of the company), you could be forgiven for thinking that Buffett had spent days and weeks analyzing the business. [...]
George Soros is one of the most successful hedge fund managers ever. While at the helm of the Quantum Fund (founded by Soros and Jim Rogers in the 70s), he generated an average annual return for investors of 30%. Across this ten-part series, I’m taking a look at Soros’ life, [...]
This is part two of a four-part interview with Abhay Deshpande of Centerstone Investors. The interview is part of ValueWalk’s Value Fund Interview Series. Throughout this series, we are publishing weekly interviews with value-oriented hedge funds, and asset managers. All the past interviews in the series can be found here. Centerstone [...]
This is part five of a new ten-part series from ValueWalk on value investing. Throughout this series, I'm looking back at some of the lessons learned from our historic ValueWalk interview series. You can find all the previous parts of the series at the links below: Get The Full Seth [...]
Donald Trump's track record as a businessman and property developer is pretty mixed. While he claims to be worth $3 billion today, in the past, his estimated net worth has been as high as $7 billion. If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, [...]
This is part ten of a series looking back at some of the lessons learned from our ValueWalk interview series. The Value Interviews Part One: Finding Value – The Process The Value Process Investors Reveal The Key To Successful Shorting Value Veterans Reveal How To Find The Margin Of Safety Finding Value In Exotic [...]
Charlie Munger, the billionaire business partner of Warren Buffett, believes that many hard problems are best solved when they are addressed backward. Q2 hedge fund letters, conference, scoops etc He borrowed this approach from Carl Jacobi, the famous mathematician who primarily remembered for his contributions to number theory and his work [...]
"My job," Warren Buffett told students of Notre Dame in a series of lectures in spring 1991, "is to look at the universe of things I can understand." Buffett was talking about his investment strategy and explaining how he goes about evaluating businesses. At the core of Buffett's investment strategy [...]
Warren Buffett made his first million by investing in deeply undervalued stocks that the rest of the market seemed to be overlooking. By using this approach, Buffett could take advantage of Mr. Market's erratic nature and invest in businesses at a fraction of their intrinsic value. Q2 hedge fund letters, [...]
Bill Ruane is widely considered to be one of the best value investors of the last century. After a short stint in the Navy, he met up with Warren Buffett at an investment seminar with value investing legend Benjamin Graham. Q2 hedge fund letters, conference, scoops etc If you’re looking for [...]
Walter Schloss was, without a doubt, one of the best value investors of all time. Q2 hedge fund letters, conference, scoops etc During his 47 years on Wall Street, Schloss produced a compound annual return for his investors of 21%. He did this using a simple, systematic investment approach based on [...]
Patience is one of the traits required to be a successful investor so it’s no surprise that a ‘ patience premium ’ is present in the markets. The driving force behind this premium is discussed in a recent research paper on the topic from Igor Yelnik, a Partner, ADG Capital [...]
Walter Schloss was one of the best value investors of all time. He studied under Benjamin Graham and then worked for the Dean of Value Investing at his value-focused investment company, The Graham--Newman Corporation. In 1955, Schloss struck out on his own. Q2 hedge fund letters, conference, scoops etc If you’re [...]
Value Investors Can Learn From the ancient wisdom of the Farmers Investment Philosophy Farming is a challenging profession. Long hours and tough, manual work can often result in little or no reward, and your livelihood is constantly at the mercy of disease, vermin, and the weather – none of which [...]
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