Most investors are aware of Warren Buffett's most high profile long-term investments. However, there is one long term investment that is often overlooked. Q2 2020 hedge fund letters, conferences and more This is building materials maker USG, which was owned by Berkshire Hathaway for more than 17 years before it was...
Charlie Munger is considered to be one of the best investors and thinkers alive today. His thoughts and statements on investment research, investment psychology, and general rational behavior are often incredibly insightful. Anyone can learn something from this billionaire investor and philosopher. Q2 2020 hedge fund letters, conferences and more If...
Buying private businesses is easier than acquiring public firms, and investors should avoid selling good investments at all costs, according to the Oracle of Omaha, Warren Buffett. Q2 2020 hedge fund letters, conferences and more In an interview with CNBC in March 2013, Buffett was asked if he was looking at...
A couple of years ago, Charlie Munger and Li Lu co-appeared in an interview in one of China's top finance magazines. As is the case with all of Munger's interviews and appearances, the interview contained some highly valuable insights and intelligent thoughts on life, investing, and psychology. Q2 2020 hedge...
Seth Klarman's Baupost has built its reputation on buying assets cheaply. The firm has also gained a reputation for buying esoteric debt and assets at cents on the dollar, taking on trades other firms cannot follow or copy. Q2 2020 hedge fund letters, conferences and more Klarman's decision to acquire the...
According to data group HFR, hedge funds, on average, were up 2% in the first eight months of the year. On an asset-weighted basis, funds returned -4.1%. Eurekahedge's figures show a -0.7 drop for funds on average on an asset-weighted basis. Q2 2020 hedge fund letters, conferences and more Behind these...
Buying the S&P 500 is a perfectly acceptable investment strategy for the average investor, Mohnish Pabrai noted in his August 2020 presentation to investors reviewed by Valuewalk, of the Junoon Zero fee funds. Q2 2020 hedge fund letters, conferences and more However, he went on to state that at least one-third...
Hedge fund performance this year varies significantly. At the one end of the scale, Saba Capital's offshore fund is leading the gainers. Q2 2020 hedge fund letters, conferences and more According to research compiled by HSBC's Alternative Investment Group, the hedge fund returned 83% for the year to the end of...
"There's a lot of difference between making money and spotting a wonderful industry," Warren Buffett remarked at Berkshire Hathaway's 1999 annual meeting of shareholders. Q2 2020 hedge fund letters, conferences and more The Oracle of Omaha was responding to one investor who asked why Berkshire wasn't participating in the technological revolution...
Warren Buffett's latest moves have failed to impress investors, and he is now facing a growing chorus of criticism from all angles. Critics have accused the Oracle of Omaha of being too cautious. They believe Berkshire Hathaway's enormous $140 billion cash mountain and Buffett's decision to stay out of the...
What is Warren Buffett's best quality? Some might argue the Oracle's best quality is his ability to pick stocks. Others might say his ability to pick managers or manage Berkshire Hathaway. Q2 2020 hedge fund letters, conferences and more If you’re looking for value stocks, and exclusive access to value-focused hedge...
Dov Gertzulin's DG Value Capital's concentrated strategy, returned 10.7% during August, according to a copy of the firm's investor correspondence, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more For more up-to-date hedge fund content, and exclusive access to value-focused hedge fund managers, check out Hidden...
Alkeon Growth Partners, LP returned 4.51% in August, according to a copy of the firm's latest investor update, which ValueWalk has been able to review. Alkeon's Growth strategy has produced significant market-beating returns this year. For the year to the end of August, the strategy was up 42.6%, compared to...
This year's digital assets bull market is nothing like the one seen in 2017, according to Jeff Dorman, the chief investment officer of the Arca Digital Assets Fund. According to a copy of the firm's August investor update, which ValueWalk has been able to review, Arca is up 250% for...
Warren Buffett has made a handful of notable mistakes in his lengthy career. He has discussed many of these mistakes at annual meetings and in interviews over the years. The Oracle of Omaha likes to take an objective view of his mistakes. He wants to understand what went wrong and...
It is often reported that one of Berkshire Hathway's first subsidiaries was See's Candies. This is not the case. See's was one of the first businesses Warren Buffett and his right-hand man, Charlie Munger, acquired, but it was not through Berkshire. Berkshire's oldest operating subsidiary is National Indemnity Company, an...
Angelo Gordon's Super Fund International Partners, LP posted a gain of 6.88% in the second quarter of 2020, bringing its year-to-date performance to -9.8% according to a copy of the firm's second-quarter letter, which ValueWalk has been able to review. Founded in November 1988 by John M. Angelo and Michael...
Many investors spend years looking for the perfect investment strategy to help them get rich. Some spend a lot of money doing so as well. According to Charlie Munger, these efforts may all be a waste of time. If you’re looking for value stocks, and exclusive access to value-focused hedge fund...
According to Goldman Sachs' latest Hedge Fund Trend Monitor report, public comments show strong opposition to the SEC's proposal to raise the 13F filing threshold from $100 million to $3.5 billion. Q2 2020 hedge fund letters, conferences and more The report, which profiled the holdings and trends of 815 hedge funds...
In his 2011 book, "The Most Important Thing," Howard Marks, author and co-founder of asset management firm Oaktree Capital Management, put forward his idea of first and second-level thinking. Q2 2020 hedge fund letters, conferences and more The Most Important Thing As he explained in the text, first and second-level thinking are...
Charlie Munger and Warren Buffett are considered to be some of the best investors of all time. They've achieved this reputation after years of carefully selecting stocks and acquiring select businesses. Q2 2020 hedge fund letters, conferences and more Both of these investors had to start somewhere. While they are billionaires...
The hedge fund manager Li Lu is considered to be one of the best value investors alive today. The Chinese-born American investor founded his firm, Himalaya Capital Management in 1997 and has since gone on to generate enormous returns for his investors. Some estimates put the total return since inception at...
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