Rupert Hargreaves – ValueWalk Premium

DG Value Surges On Recovery Plays

According to a copy of the firm's February investor update, Dov Gertzulin's DG Value Partners returned +4.48% net for the month of February, which ValueWalk has been able to review. Q4 2020 hedge fund letters, conferences and more Following this performance, the firm has returned +8.32% net for the year to...

Corsair Capital Launches New SPAC Fund

Last year, 248 Special Purpose Acquisition Companies were launched on the public markets. That was up from a total of 59 in 2018 and 46 in 2018. Q4 2020 hedge fund letters, conferences and more The sector is expected to see further growth in 2021. This year, 144 SPACs have already been...

Seth Klarman On Margin Of Safety Investing

This is part nine of a ten-part series on some of the most important and educational literature for investors with a focus on value. Across this ten-part series, I’m taking a look at ten academic studies and research papers from some of the world’s most prominent value investors and...

RCI Hospitality Holdings, Inc: Growth At A Reasonable Price?

According to its website, RCI Hospitality Holdings, Inc. (RICK) owns and operates upscale gentlemen's clubs and restaurants. In addition to these businesses, the group also runs websites and has a media division. Q4 2020 hedge fund letters, conferences and more Pandemic problems Before the coronavirus pandemic, the company had reported several years...

Turning Pricing Power Into Profit

Company managements looking to achieve earnings growth often default to cost cutting, stock buyback, accounting gimmicks and other methods. But there is another way. More often than not, managements overlook pricing as a driver of earnings growth. Pricing power can be an effect way of boosting a company's bottom...

An Hour With Ben Graham

This interview took place on March 6 1976. At the time, a struggling insurer, Government Employees Insurance Company (GEICO) was making headlines as it teetered on the brink of bankruptcy. Ben Graham understood the opportunity GEICO offered, and that’s where the interview began. Ben Graham and his partners had, at...

First American Financial Corporation: Re-Rating Coming?

First American Financial Corporation (FAF) provides financial services, including insurance services, residential real estate services, banking, trust, and wealth management services. First American has seen a surge in demand for home buying services over the past year. The Title Insurance and Services segment's total revenues during the third quarter were...

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