Seth Klarman: Value Investors Need To Be Disciplined

Value investing is simple to understand but challenging to implement. The process can be simplified by developing a strict set of rules and sticking to them religiously, according to Seth Klarman. Q2 hedge fund letters, conference, scoops etc Klarman is considered to be one of the best value investors of the [...]

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China’s Growing Position In The Hedge Fund World

Hedge funds recorded another positive month in July following a strong first-half performance according to data from Eurekahedge. Hedge fund managers gained 0.69% in July, bringing their year-to-date return to 6.56%, according to the hedge fund data provider's analysis. For more up-to-date hedge fund content, and exclusive access to value-focused hedge [...]

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This Hedge Fund Is Up Nearly 100% YTD

Regal Funds Management's Atlantic Absolute Return Fund is on track to report one of its best years ever for 2019. According to a copy of the fund's performance tear sheet for July, a copy of which ValueWalk has been able to review, year-to-date, the strategy is up 92.8%. Q2 hedge fund letters, conference, scoops etc For more [...]

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Mohnish Pabrai On Waiting For The Perfect Pitch

Value investor Mohnish Pabrai has spent a tremendous amount of time studying the investments and investment philosophy of Warren Buffett and Charlie Munger. Q2 hedge fund letters, conference, scoops etc He believes that all investors can learn a great deal from these two billionaires, who are considered to be the greatest [...]

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Seth Klarman’s Three Methods Of Valuation

There are three primary tools investors can use to value businesses according to Baupost's Seth Klarman. Q2 hedge fund letters, conference, scoops etc Speaking at a lecture at the Columbia Businesses School before the financial crisis, the value manager declared that while investors have a range of valuation tools available to [...]

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Max Heine “Getting A Dollar For 50 Cents”

Max Heine was one of the great underappreciated value investors. After emigrating to New York during 1934, he immediately entered the securities business, and 15 years later he founded the Mutual Shares Corporation, one of the world's first open-ended mutual funds. Heine's strategy was simple; buy undervalued stocks targeting a 15% annual return, [...]

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Benjamin Graham: How Do We Rate Security Analysts?

How can we tell whether a recommendation to buy or sell a stock is right or wrong? That's the question Benjamin Graham posed in an article he wrote for the Financial Analysts Journal in the first quarter of 1946. "If a security analyst should recommend the purchase of United States [...]

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Why Ben Graham Demanded Underperforming Stocks Be Liquidated

Benjamin Graham is perhaps best known for his books and work on deep value investing, but he was also an occasional activist investor. Q2 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden [...]

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Mohnish Pabrai’s Advice On Stock “Exits”

The hardest decision every investor will have to make at some point is when to sell a stock. According to Warren Buffett, the best answer to this question is to avoid it altogether. Q2 hedge fund letters, conference, scoops etc Rather than buying stocks you might have to sell at some [...]

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Mohnish Pabrai’s Favorite Indian Investments

Mohnish Pabrai, the Managing Partner of the Pabrai Investment Funds, has struggled to find any value stocks in the US for the past few years. Q2 hedge fund letters, conference, scoops etc Instead, he has directed his attention to India, where he believes there are still plenty of bargains to be [...]

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Thou Shall Not Have An Investing Team

Mohnish Pabrai's Ten Commandments of Investment Management are his ten guiding principles of investment management that he believes will help anyone become a better investor. Q2 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value [...]

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Mohnish Pabrai On The Power Of Saying ‘No’

Saying "no" to both stocks and invitations is one of the most important lessons investors should learn according to Mohnish Pabrai. Q2 hedge fund letters, conference, scoops etc Pabrai made this statement as part of a webcast Q&A session with students at the London Business School in mid-June. Answering a student [...]

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Mohnish Pabrai: Reject Stock Ideas As Fast As Possible

Since inception in June 2000, Mohnish Pabrai's flagship hedge fund has more than doubled the annualized return of the S&P 500 after including fees to investors. Q2 hedge fund letters, conference, scoops etc This impressive performance is a result of the value investor's stock-picking skill or rather, his skill at throwing [...]

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