Why Warren Buffett Loves Berkshire Hathaway’s Insurance Business

In July of last year, Warren Buffett's investment conglomerate, Berkshire Hathaway announced that it was changing its share buyback policy. Q4 hedge fund letters, conference, scoops etcIf you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks. Use [...]

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Angelo Gordon Notes “New Paradigm” For Corporate Credit Amid Concerns Over BBB Growth

The fourth quarter of 2018 "seemingly represented the beginning of a new market paradigm for corporate credit," according to Angelo Gordon, the privately-held registered investment advisor dedicated to alternative investing. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay For more up-to-date hedge fund content, and exclusive access to value-focused hedge fund [...]

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Benjamin Graham: Buying Good Stocks At Fair Prices

This is the second part of a series devoted to notes of Graham’s lectures between September 1946 and February 1947 at the New York Institute of Finance. The series of lectures was titled Current Problems in Security Analysis and it gives a great insight into Graham’s process . This [...]

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Walter Schloss – Pick Stocks Like Warren Buffett

Walter Schloss with tips on how to pick stocks Like Warren Buffett Walter Schloss built a reputation for himself as one of the greatest value investors that ever lived. Schloss worked with Benjamin Graham in the early days, and his career on Wall Street spanned nearly 100 years, giving him [...]

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Warren Buffett On Estimating Intrinsic Value

Warren Buffett has never revealed his valuation process to his followers. Even though he has spoken many times over the years about his process, and the steps he follows to come up with an estimate of value for businesses, Buffett has never set out his valuation process in a [...]

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Interview: Chris Abraham On Mixing Value Investing And Options

Interview: Chris Abraham On Mixing Value And Options This interview is part of ValueWalk’s Value Fund Interview Series. Throughout this series, we are publishing weekly interviews value-oriented hedge fund, and asset managers. All the past interviews in the series can be found here. Throughout this interview series I’ve spoken with many different fund managers, [...]

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Value Investing: Plan Ahead And Set A Course

The 2008 Graham + Dodd Luncheon Symposium, held at Columbia Business School, took place amid one of the most turbulent times for financial markets since the great crash and 1929. Luckily, it also presented an excellent opportunity for the investors attending to hear how some of the best value investors [...]

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George Soros Part Eight: Reflexivity and Karl Popper

George Soros is one of the most successful hedge fund managers ever. While at the helm of the Quantum Fund (founded by Soros and Jim Rogers in the 70s), he generated an average annual return for investors of 30%. Across this ten-part series, I’m taking a look at Soros’ life, trading career, and [...]

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40% Of All Stocks Have Experienced Catastrophic Declines

Diversification vs concentrated stock investingConcentrated investing is not advised by most wealth managers but it is advised and practiced by the majority of the world’s most successful investors. This conflicting advice presents a dilemma for those investors looking for guidance on the topic. On the one hand, there’s a wealth [...]

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Interview with Zeke Ashton of Centaur [Pt. 5]

This is the final part of a five-part interview with Zeke Ashton Portfolio Manager and founder of Centaur Capital Partners. The interview is part of ValueWalk’s Value Fund Interview Series. Throughout this series, we are publishing weekly interviews with value-oriented hedge funds, and asset managers. All the past interviews in the [...]

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Jeff Ubben: How To Be An Activist

Jeffrey Ubben: How To Be An Activist Activist investing has surged in popularity since the financial crisis, and there’s no debating that the most prominent activists now have a significant role to play in markets due to their increasing number and the sharp rise in the assets they manage. That being [...]

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Moerus Capital On Portfolio Construction [Part Four]

This is the final part of a four-part interview with Amit Wadhwaney, one of the founders and portfolio managers of Moerus Capital Management, LLC. You can find part one here, part two here and part three is here. The interview is part of ValueWalk’s Value Fund Interview Series. Throughout this series, we are [...]

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How To Be An Activist

How To Be An Activist Investor How To Be An Activist Investor Continued from part one…. Mick McGuire of Marcato Capital believes that the increasing number of activist campaigns is the result of a secular change in the industry, a capital market evolution toward a more engaged, owner-oriented approach to being [...]

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Should You Buy A Company After A Dividend Cut?

Should You Buy A Company After A Dividend Cut? Should you buy a company after it has cut its dividend? That’s the question Morgan Stanley’s analysts have tried to answer in a European Equity Strategy research note sent to clients today and a reviewed by ValueWalk. Morgan’s research has been prompted [...]

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