Buffett On His Best, Worst And Most Painful Investments

This is the second part of a short two-part series of notes from the Economic Club of Washington’s 2012 dinner celebration, which featured Warren Buffett as the featured guest. Q1 hedge fund letters, conference, scoops etcBuffett engaged in an after-dinner conversation with President David M. Rubenstein that covered a wide [...]

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Charlie Munger’s 10-Step Investment Checklist

Charlie Munger is considered to be one of the world's greatest investors, alongside his business partner and longtime friend, Warren Buffett. Q1 hedge fund letters, conference, scoops etcMunger's approach to investing is different from most other money managers. He's not afraid to be greedy when others are fearful and spends [...]

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Mauboussin: Active Bond Managers Deserve Their Fees

During the past ten years, active equity funds in the US have suffered $1.1 trillion of cumulative outflows, while flows into passive funds have reached $2.4 billion. The shift from active to passive has not been so pronounced in the bond market, in fact, active managers are still reporting [...]

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Charlie Munger: You Need To Ask ‘Why?’

Charlie Munger often refers to the latticework of mental models he and Warren Buffett use to evaluate businesses and run Berkshire Hathaway on a daily basis. Q1 hedge fund letters, conference, scoops etcIf you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive [...]

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Fairpointe Capital: Buy Cheap And Misunderstood

Fairpointe Capital, the $3 billion asset manager, run by Thyra Zerhusen, carved out a niche for itself in the mid-cap value space over the past two decades. Since 1999, the mid-cap strategy that Zerhusen runs has earned an annualized 11.4% net for investors, compared to 9.1% for the Russell [...]

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Phil Carret: The King Of Buy And Hold

There are many influential figures in the world value investing. Everyone knows figures like Warren Buffett, Benjamin Graham, Walter Schloss, Seth Klarman etc..But there are many other lesser-known figures out there that helped shape value investing, and the investment universe as we know it today. Phil Carret is one such figure.Get [...]

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Warren Buffett Talks Early Years With Buffett And GEICO

In June 2012, Warren Buffett was the featured guest for the Economic Club of Washington’s dinner celebration where he engaged in an after-dinner conversation with President David M. Rubenstein that covered a wide range of topics. Q1 hedge fund letters, conference, scoops etcIf you’re looking for value stocks, and exclusive [...]

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Atlantic Investment Management On Activist Value Hunting

Founded in 1988 by Alexander J. Roepers, Atlantic Investment Management has established itself as one of the world's best fundamental driven value orientated equity investment firms in the world over the past 31 years. Q4 hedge fund letters, conference, scoops etc Image source: YouTube Video SCreenshot The firm's US-focused equity fund has [...]

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Joel Greenblatt On Finding The Best Companies

Knowing where to look for the best investments and how to think about investing is more important than being a specialist in a particular sector or industry according to a transcript of Joel Greenblatt's Special Situation Investing Classes at Columbia University Business School. Q4 hedge fund letters, conference, scoops etcSpeaking [...]

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Joel Greenblatt On Shorting Stocks: Pros And Cons

Most value investors tend to avoid shorting companies because it is such an unpredictable sport. However, Wall Street Legend, Joel Greenblatt has made a name for himself going both long and short companies during his career. Q4 hedge fund letters, conference, scoops etcAccording to transcripts of his Special Situation Investing [...]

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Beat The S&P 500 By Buying The S&P 500?

Image source: PixabayShareTweetPostFlip Indexes are an incredibly important part of the financial markets. They provide an up-to-date, day-to-day view of market sentiment and are used as a benchmark to judge fund managers. However, despite their importance, the construction of [...]

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Stop Analyzing Stocks, Start Analyzing Businesses

"Stop analyzing stocks as data and statistics and start analyzing businesses," that's what Joel Greenblatt told students of his Special Situation Investing Classes at Columbia University Business School according to transcripts of the lessons in the early 2000s. Q4 hedge fund letters, conference, scoops etcGreenblatt concentrated on valuation throughout his [...]

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