Warren Buffett's investment strategy is based on the principle of buying high-quality companies at reasonable prices. This tried and tested investment strategy has created hundreds of billions of dollars of wealth for Buffett and Berkshire Hathaway's shareholders over the past 55 years. If you’re looking for value stocks, and exclusive access...
"We strive to be intellectually honest at all times, maintaining a willingness to change our mind when we are wrong." Seth Klarman In the second quarter of 2019, Mohnish Pabrai's Pabrai Investments started buying GrafTech International Ltd. If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers,...
Roubaix Capital's small and mid-cap US equity long/short strategy ended the first quarter of 2020 down 0.3% net. According to a copy of the firm's first-quarter investor update, a copy of which ValueWalk has been able to review, Roubaix's small and mid-cap equity strategy outperformed its benchmark, the HFRI Equity...
In 2016, Warren Buffett made what has turned out to be a very astute and well-timed investment decision. The Oracle of Omaha decided to invest $1 billion of Berkshire Hathaway's capital on nearly 10 million worth of shares in Apple during the first quarter of the year. If you’re looking...
Before Berkshire Hathaway acquired BNSF in 2009, Warren Buffett concentrated his investment efforts on businesses that had "virtually no major capital requirements." See's Candy was a great example. In 2007, Buffett called this his "dream business." He explained that the firm had produced close to $1.4 billion of earnings in...
According to its second-quarter letter to investors, a copy of which ValueWalk has been able to review, First Wilshire Securities Management was able to outperform all of its main benchmarks in the second quarter. Q2 2020 hedge fund letters, conferences and more First Wilshire Performance figures The letter noted that the firm's...
In May, Mohnish Pabrai sat down for a video fireside chat with Jeff Pintar, CEO of Pintar Investment Company. In the talk, the duo discussed several topics, including the current investment landscape, and what the world might look like post-COVID-19. Q2 2020 hedge fund letters, conferences and more The interview also...
Seth Klarman is widely considered to be one of the best value investors alive today. His hedge fund, and the Boston-based Baupost Group, which manages around $30 billion for clients around the world, has reportedly returned more than 20% per annum since inception nearly 40 years ago. Q4 2019 hedge...
In his latest letter to investors, Mohnish Pabrai warned about the perils of buying stocks at high prices. He explained that it's possible to overpay for even the market's most promising companies. Giving Microsoft as an example, Pabrai noted: Q2 2020 hedge fund letters, conferences and more "Microsoft had a very...
Aside from the notion of intrinsic value, Ben Graham’s parable of Mr. Market is probably the Dean of Wall Street’s most famous idea. Get The Full Seth Klarman Series in PDF Get the entire 10-part series on Seth Klarman in PDF. Save it to your desktop, read it on your tablet,...
Mohnish Pabrai's flagship hedge fund returned - 15.1% during the first half of 2020, according to a copy of its second-quarter investor letter, which ValueWalk has been able to review. That compares to a performance of +12.7% for the NASDAQ, -3.1% for the S&P 500 and -8.4% for the...
Continuing on from my last article on the billionaire philanthropist and investor Charlie Munger, here are five more quotes from Warren Buffett's right-hand man that any other investor can learn from. Charlie Munger Quotes 1."Sit on your ass. You're paying less to brokers, you're listening to less nonsense, and if it...
Charlie Munger is perhaps best-known as the vice chairman of Berkshire Hathaway, where he has been Warren Buffett's longtime business partner. As well as holding this position, he also servers as the chairman of the Daily Journal Corporation and is a director of Costco Wholesale Corporation. Munger started his investment...
Please note this article is based on publicly available information, however ValueWalk just received Baupost's 2018 letter moments ago and will have exclusive coverage shortly. Seth Klarman is widely regarded as one of the best value investors the world has ever seen. Over the past few decades, his hedge fund,...
Carlson Capital's Black Diamond Arbitrage Partners fund gained 3.28% net of fees in the second quarter of 2020 according to a copy of the firm's second-quarter investor update, which ValueWalk has been able to review. Following this performance, the fund's year-to-date performance is just -0.29%. Q2 2020 hedge fund letters,...
According to investor documents, ValueWalk has been able to review, Boaz Weinstein's Saba Capital Master Fund produced a positive net performance of 6.5% for investors in June. Q2 2020 hedge fund letters, conferences and more mohamed_hassan / Pixabay Following this performance, the fund has gained 90% year-to-date. That makes Saba the world's...
Electron Capital Partners LLC's flagship investment fund, the Electron Global Fund, returned 5.1% in June, according to a copy of the firm's June investor update, a copy of which ValueWalk has been able to review. Following this performance, the fund ended the second quarter with a 9.5% gain compared to...
Fastenal is one of the best-performing stocks of the past decade. Since the beginning of January 2010, shares in the industrial distribution company have yielded an average annual return of 16%, turning every $10,000 invested into $44,264. Q2 2020 hedge fund letters, conferences and more Image source: Yahoo Finance In many ways,...
683 Capital Management returned -18% net in the quarter to the end of June. Following this performance, the fund is off 18% year-to-date, that's according to the firm's second-quarter investor update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more Commenting on this performance in...
Discounting future cash flows is one of the most frequently used methods of business valuation. It's also the preferred method of Warren Buffett and Charlie Munger. If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out Hidden Value Stocks. While he's never laid out his exact...
Sometimes, even the best businesses lose their way. Companies like General Electric, which was once a giant of American industry, has flopped in recent years. It has been hamstrung by underperforming businesses and high levels of debt. Q1 2020 hedge fund letters, conferences and more Efforts to turn around struggling businesses...
Throughout his long investment career, Warren Buffett has made thousands of investors and bought tens of businesses. However, a couple of examples really stand out. Q1 2020 hedge fund letters, conferences and more These companies stand out for a range of reasons. The Nebraska Furniture Mart, for example, stands out because...
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