Rupert Hargreaves – ValueWalk Premium

Four Common Psychological Causes Of Investor Misjudgment

In his 2005 letter to the investors of the Nomad Investment Partnership, the firm's co-founder, Nicholas Sleep, declared that the main enduring advantages of a successful investor are "mainly psychological." Q3 2020 hedge fund letters, conferences and more He highlighted his list of the common psychological causes of investor misjudgment, which...

Lessons From Warren Buffett: Return On Equity Focus

Warren Buffett’s early correspondence to Berkshire Hathaway shareholders contains many nuggets of information that investors can learn from. And it’s not just value investors that can learn from Buffett’s early correspondence. Indeed, Buffett’s letters to Berkshire shareholders in the early 1970s don’t cover equity holdings. At the time, Berkshire was...

KG Investments Posts 12th Consecutive Year Of Profits

After an incredibly impressive 12.9% return in November and a 4.8% return in December, KG Investments Fund finished 2020 with a total positive return of 15.7%, slightly underperforming the S&P 500 index, which returned 18.4% for the year. That's according to the group's latest investor tear sheet. Q4 2020 hedge...

Seth Klarman: The Patient Investor

This is part four of a multi-part series on Seth Klarman, value investor and manager of Boston-based Baupost Group. Parts one, two and three can be found at the respective links below. To ensure you do not miss the rest of the series sign up for our free newsletter. Part one ...

Nishkama Capital On GARP Investment Management

Nishkama Capital - Ravee Mehta On GARP Investment Management [Part Two] This is part two of a two-part interview with Ravee Mehta, the founder and portfolio manager of Nishkama Capital LLC. The interview is part of ValueWalk’s Value Fund Interview Series. You can find part one of the interview here. Throughout this...

Ben Graham Lecture Notes

I recently stumbled across two precious resources about the Godfather of value investing, Ben Graham. The first resource is a collection of notes from Benjamin Graham’s lectures when he was a professor at Columbia University. The notes were taken during lectures given in 1946, six years after the 1940 version...

The explosive growth of Henry Singleton's Teledyne

Henry Singleton’s Teledyne is one of the greatest business success stories there is. The conglomerate was born in the early 60s by the acquisition of a single company with less than $1 million in revenue. Over the next 15 years, Henry Singleton acquired around 125 (or 145 or 130 there are...

Hedge Funds Earn Their Fees In 2020 With Big Profits

Hedge funds have been one of the big winners of 2020. Funds and their managers have faced criticism over the past decade for failing to match the broader market's performance, despite their higher fees and the advantages they claimed to have over other market participants. Q3 2020 hedge fund letters,...

X
Saved Articles
X
TextTExtLInkTextTExtLInk

The top investors are reading ValuewalkPremium.

Click here to learn why

0