From The Archives: Walter Schloss Why We Invest the Way We Do

Walter Schloss was one of Benjamin Graham’s most successful students. From 1955 through 2002, Schloss returned 16% per annum, according to his own figures, successfully using Benjamin Graham’s net-nets strategy to outperform the market for five decades. Walter Schloss didn’t give many interviews over his career, but he did write...

From The Archives: Walter Schloss On Intrinsic Value

Walter Schloss was one of Benjamin Graham’s most successful students. From 1955 through 2002, Schloss returned 16% per annum, according to his own figures, successfully using Benjamin Graham’s net-nets strategy to outperform the market for five decades. Walter Schloss didn’t give many interviews over his career, but he did write...

John Bogle Vs Jim Grant: The Great Indexing Debate

Its been called the “great debate” by Grant’s, and is an interesting topic for all of the world’s investors. Are index funds really the way forward for investing? The question, “The cost of investing is the determining factor in the success of investing” was put to Vanguard Group founder John...

David Einhorn Down 1.7% In Q1 As Shorts Weigh

David Einhorn's Greenlight Capital returned -1.7%, net of fees and expenses, during the first quarter as the fund’s shorts proved to be a drag on performance. At quarter end, Greenlight’s partnerships were 102% long and 88% short. During the quarter, Greenlight reduced its exposure from 30% to 14%. This move...

From the Archives: Walter Schloss’ Checklists

Walter Schloss was one of Benjamin Graham’s most successful students. From 1955 through 2002, Schloss returned 16% per annum, according to his own figures, successfully using Benjamin Graham’s net-nets strategy to outperform the market for five decades. Walter Schloss didn’t give many interviews over his career, but he did write...

From the Archives: Walter Schloss' Checklists

Walter Schloss was one of Benjamin Graham’s most successful students. From 1955 through 2002, Schloss returned 16% per annum, according to his own figures, successfully using Benjamin Graham’s net-nets strategy to outperform the market for five decades. Walter Schloss didn’t give many interviews over his career, but he did write...

Charlie Munger — Part Six: The Daily Journal

This is part six of a ten-part series on the life and career of Charlie Munger, value investor, lawyer, philanthropist, Vice-Chairman of Berkshire Hathaway Corporation and Warren Buffett’s right hand man. He is also chairman of the Daily Journal Corporation and a director of Costco Wholesale Corporation. Parts one...

Capital Econ: Real Consumption Figures Remain Weak

The Capital Economics, US Economics Weekly Bulletin focused on the weakness of real consumption during the first quarter this week, (20th April 2015) despite falling energy prices. Real consumption After several months of weather-related weakness, retail sales rebounded 0.9% m/m during March but this wasn’t enough to convince the markets...

Illiquid Stocks Consistently Outperform The Market

The search for value often draws investors into illiquid markets, and to some, this can be a daunting prospect. However, research suggests that illiquid stocks outperform their liquid counterparts over the long-term. Illiquidity-anomaly In what has been called an illiquidity-anomaly, several studies published over the past few decades have shown that...

These Are Trying Times For Value Investors

One of the value investor’s greatest tools is patience. Value investing by its very nature is a marathon, not a spirit and this has become increasingly apparent in today’s market. QE and near six-year bull market are two factors that have held value strategies back over the past two, or...

Rich Pzena And Alfred Winslow Jones Resource Pages Added

As promised recently we are updating/cleaning the investor resource pages on a regular basis. Last week we updated the pages for Jeffrey Gundlach, Prem Watsa, Tom Gayner, Warren Buffett and Whitney Tilson. And this week we've add resource pages for Rich Pzena and Alfred Winslow Jones. We do not post all the investor updates on Twitter, Facebook etc....

Credit Suisse; The Rise And Fall Of Industries

Credit Suisse’s Global Investment Returns Yearbook 2015 is a must read for investors. This year, the yearbook contains some extremely interesting long-term (115 years) data on industries. Changing industries Today, in the US and UK markets only the banks and mining industries have weightings close to their 1900 levels. Industries have...

Walter Schloss Debate With Charles Ellis On Stock Buybacks

Walter Schloss was one of Benjamin Graham’s most successful students. From 1955 through 2002, Schloss returned 16% per annum, according to his own figures, successfully using Benjamin Graham’s net-nets strategy to outperform the market for five decades. Walter Schloss didn’t give many interviews over his career, but he did write...

Stan Perlmeter And Rick Guerin Resource Pages Updated

As promised recently we are updating/cleaning the investor resource pages on a regular basis. Last week we updated the pages for Jeffrey Gundlach, Prem Watsa, Tom Gayner, Warren Buffett and Whitney Tilson. And this week we've added resource pages for Rick Guerin and Stan Perlmeter, two Superinvestors of Graham and Doddsville. We do not post all the...

Saved Articles
X
TextTExtLInkTextTExtLInk

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up for ValueWalkPremium today and get our exclusive content for 35% off.

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 12/31/2019 or after next 25 subscribers take advantage whichever comes first – please do not share this discount with others

 

0