Electron Capital Partners' Electron Global Fund, which founded by SAC-alumni Jos Shaver, has made a strong start to 2019. Q4 hedge fund letters, conference, scoops etc Shaver set up Electron after leaving SAC Capital in 2013. When he decided to go it alone, he also took with him several former SAC [...]
Bill Ruane and Richard Cunniff set up the Sequoia Fund in the early 1970s to manage the money of Warren Buffett's former partners, who had been left without an investment manager after Buffett decided to retire from the money management business at the end of the 1960s. If you’re looking [...]
Dov Gertzulin's DG Value Partners has started 2019 positively. DG's Value Partners II fund, which achieved positive return of 3.1% in 2018, rose 2.4% in January and 0.3% in February. Following this performance, the firm's flagship diversified value fund is up 2.73% year-to-date. Q4 hedge fund letters, conference, scoops etc For [...]
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 [...]
Warren Buffett's deal-making strategy is relatively unique for a CEO of a Fortune 500 company. Q4 hedge fund letters, conference, scoops etcUnlike most other CEOs, when Buffett makes a deal to acquire a company, there are no teams of expensive investment bankers or lawyers employed, and while the Oracle of [...]
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 [...]
Paul Tudor Jones has one of the best investment records on Wall Street, and the billionaire has recently turned his attention to social impact investing. Q4 hedge fund letters, conference, scoops etcIn 2013, Jones co-founded JUST Capital with Deepak Chopra and Arianna Huffington, with the goal of seeking out the [...]
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 [...]
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 [...]
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 [...]
As I covered in the first part of this series, in 1970, Bill Ruane set up the Sequoia Fund after receiving encouragement from Warren Buffett, who had decided to close his own investment partnerships in 1969. Buffett recommended Ruane to his partners as he believed he was a money manager [...]
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, [...]
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 [...]
Poor Charlie’s Almanack, The Wit and Wisdom of Charles T. Munger, is the definitive Charlie Munger guide and essential reading for all value investors. The book is a Charlie Munger bible and contains reams of advice from Warren Buffett’s right-hand man given out over the years.The "Easy Way" To [...]
Warren Buffett is one of the wealthiest people in the world, and he is widely considered to be the best investor or all time. But that doesn't mean all of his investments have worked out in his favor. Over his career, Buffett has lost money on many different deals. On [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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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