Munger: Be Content With Being Average To Be Happy
Everyone wants to be rich and successful, but the fact of the matter is very few people can be rich and successful. The best investors, like the best movie... Read More
Why Buffett Loves See’s Candy And Why You Should As Well
See’s Candy Shops and its life as part of Berkshire Hathaway is a fascinating case study of how a good business can be nurtured as part of a larger... Read More
When Warren Buffett Bought 16% Of General Dynamics
In 1992, Warren Buffett made a significant investment with Berkshire Hathaway's cash. He purchased 16% of General Dynamics, paying a price of $72 per share. Buffett has only ever... Read More
3 Key Lessons From Warren Buffett
Warren Buffett is widely considered to be the world's best investor. He didn't get to this position by accident. Since he started investing as a teenager, the Oracle of... Read More
The Dhandho Investor: Simplicity Is The Route To Success
Published in 2007, Mohnish Pabrai's book, The Dhandho Investor: The Low-Risk Value Method to High Returns, remains one of my favorite books on valuing investing and the stock market... Read More
How 3 Of The Best Value Fund Managers Are Positioned Today
Three of the most interesting hedge fund managers are Li Lu, Glenn Greenberg and Norbert Lou, all of whom practice some form of value investing tailored to their preferences. Three... Read More
Fund With 15.5% Annualized Returns Profits With Mid-Cap Value
Mitchell Scott's Choice Equities generated a positive return of 8% net for the second quarter of 2023, bringing its year-to-date return to 9% net, according to a copy of... Read More
Rokos Capital: Japan Will Raise Rates In The Next 18 Months [Exclusive]
Rokos Capital returned 3.3% in July and is up 2.7% year-to-date, according to a copy of the hedge fund’s latest monthly investor letter ValueWalk has been able to review.... Read More
Why Buffett Has Always Avoided Debt
Warren Buffett made the bulk of his wealth after his 70th birthday. Even though he started investing and building businesses when he was a teenager, it's the last 20... Read More
Klarman Continues To Reduce Baupost’s Equity Exposure In Q2
Seth Klarman’s Baupost made some notable changes to its portfolio in the second quarter. According to the hedge fund’s latest 13F report, Baupost continued to sell down some of... Read More
Corvex Select Equity, Up 20.5% YTD Discusses Top Holdings [Exclusive]
The Corvex Select Equity fund is up 20.5% net for the year to the end of July, according to a copy of the fund's second-quarter investor update, which ValueWalk... Read More
Buffett Books Profits On Short-Term Trades In Q2
Berkshire Hathaway made some interesting changes to its giant equity portfolio in the second quarter of 2023, giving us an insight into the sectors and industries its managers believe... Read More
13F Update Q2 2023: Ackman, Buffett, Klarman, Soros And More
Here is our quarterly roundup of high-profile hedge funds. The data is based on filings covering the quarter to the end of June. These statements only provide a snapshot of... Read More
Mohnish Pabrai Goes All-In On Coal In Q2
Mohnish Pabrai made some notable changes to his portfolio at Pabrai Investments during the second quarter of 2023. The firm recently published its 13F for the second quarter of 2023.... Read More
SVN Capital Adds 29.4% In H1 2023
SVN Capital, the international small-cap value fund managed by Shreekkanth Viswanathan, added 29.4% in the first half of 2023, according to a copy of the firm's first half letter,... Read More
Fund With 12% P.A. Returns Highlights Top Holdings
Dan Roller's Maran Capital return to 0.9% net of fees and expenses, according to a copy of its second-quarter update, which ValueWalk has been able to review. For the... Read More
Carlson Double Black Diamond Struggles In Rising Markets
Carlson Capital's Double Black Diamond fund returned 18 basis points net of fees in June, bringing its return for the first six months of the year to 0.62% net... Read More
Apple Surge Helps Berkshire Report Highest-Ever Operating Profit
Berkshire Hathaway registered a big jump in the value of its equity portfolio in the second quarter of 2023, although it was also a big seller of equities. According to... Read More
How Buffett Turned Three Early Disasters Into Success
Warren Buffett and Charlie Munger have built a reputation as some of the best investors ever. It's taken a lot of time and effort to earn this label and... Read More
Third Point Snaps Up AI Stocks And Credit In H1 [Full Letter]
Dan Loeb’s hedge fund, Third Point, returned 1.1% in the second quarter of 2023, according to a copy of the firm’s latest investor update, which ValueWalk has reviewed (the... Read More
Deal Spread Blow Out Causes Losses For This Merger Arbritrage Fund
Carlson Capital's Black Diamond Arbitrage fund declined 2.2% net of fees during the second quarter. Following this return, year-to-date, the fund has produced a negative net return of 5.3%,... Read More
The Real Reason Warren Buffett Loves Oil And Gas
Since the 1980s, Warren Buffett has become a lender of last resort for companies. The vast cash pile he presides over at Berkshire Hathaway puts the conglomerate in the... Read More
