JAM Partners Bets On Puerto Rico and mREITs in Market Recovery

Jacob Asset Management's flagship investment partnership, JAM Partners, returned 1.5% net in May according to a copy of the firm's May investor update, which ValueWalk has been able to review. Q1 2020 hedge fund letters, conferences and more According to the update, the boutique asset management firm's flagship investment strategy benefited...

Warren Buffett, Mrs. B, and Nebraska Furniture Mart

Warren Buffett has completed hundreds of deals throughout his long investment career. From the multi-billion dollar acquisition of BNSF to the <$10 million deal for National Indemnity, Buffett track record of acquiring businesses is almost second to none. However, there are a handful of deals in Buffett's career that stand...

BlueMountain Continues To Struggle In Market Turmoil

Soon after the $19 billion hedge fund, BlueMountain Capital Management was sold to Assured Guaranty for $160 million in the second half of 2019, the firm announced the closure of its $2.5 billion flagship BlueMountain Credit Alternatives Master Fund. The decision to close the fund came after years of underperformance....

The Key To Finding Multi-Bagger Stocks

The holy grail of investing is finding stocks that have the potential to be multi-baggers. Defined as 'stocks that give returns that are several times their costs' multi-baggers can make your investment career. However, finding these stocks is not an easy process. Nor is there a clear-cut set of rules for finding...

Li Lu’s Big Non Short

Li Lu is one of the world's most significant value investors. He managed money for Charlie Munger and has been tipped as a possible candidate to take over from Warren Buffett when he leaves Berkshire Hathaway. A 270% Gain In 12 Months From ValueWalk No Backtest, Average Gains Of...

Charlie Munger’s Advice To Avoid Confirmation Bias

There are many different behavioral and psychological factors that can impact an investors' decision-making process. Confirmation bias can be one of the more damaging. Q1 2020 hedge fund letters, conferences and more Confirmation biases impact how we gather knowledge and influence how we interpret and record information. The fact that it...

Rick Guerin’s Rise, Fall And Rise As An Investor

In his now-famous essay, The Superinvestors of Graham-and-Doddsville, Warren Buffett highlighted the careers of six (seven including himself) highly successful value investors. The piece was written to show readers that value investing was not some complicated science or complex set of formulas. Q1 2020 hedge fund letters, conferences and more Instead,...

Venture Capital Sees Significant Uptick In Recap Deals

The first figures on how the global coronavirus pandemic is impacting venture capital markets have started to emerge. The picture isn't pretty. Q1 2020 hedge fund letters, conferences and more According to Cooley LLP's Q1 2020 Venture Financing Report, venture financing activity remained relatively robust during the first four months of...

Maverick Capital Profits From Coronavirus Bets

Lee Ainslie's Maverick Capital seems to be having relatively good 2020. According to a copy of the firm's April performance tearsheet, which ValueWalk has been able to review, Maverick's Hedged Equity strategy gained 12.1% gross in April. Following his performance, for the year to the end of April, the fund...

Mohnish Pabrai: Be A Harsh Grader Of People

Mohnish Pabrai has said that he likes to be a "harsh grader" when it comes to picking stocks. Q1 2020 hedge fund letters, conferences and more He's also said that he likes to use the same approach when it comes to people. If you’re looking for value stocks, and exclusive access to...

Mohnish Pabrai: How To Define Your Circle of Competence

Warren Buffett has often said that investors should only buy stocks that fall inside their circle of competence. That's easy enough to say, but many investors may find it hard to define their sphere of competence concretely. If you’re looking for value stocks, and exclusive access to value-focused hedge fund...

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