Commodity hedge funds had a bumper 2022. Prices for oil, natural gas, gains and metals all jumped higher in the first part of last year when Russia invaded Ukraine... Read More
Up until the beginning of March 2020, 2008 and 2009 were some of the most volatile and uncertain years on record for the financial industry. Q4 2019 hedge fund letters,... Read More
Since inception in June 2000, Mohnish Pabrai's flagship hedge fund has more than doubled the annualized return of the S&P 500 after including fees to investors. Q3 2022 hedge fund... Read More
Citadel, the hedge fund founded by billionaire Ken Griffin, is looking to return a large chunk of profits to investors after what has been one of its best years... Read More
In the book Damn Right: Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger, the unofficial biography of Warren Buffett’s right-hand man and the billionaire Charlie Munger, there is... Read More
As I covered in the second part of this series, 1948 was a landmark year for Benjamin Graham and his partner, Jerome Newman. The duo, which founded the Graham-Newman... Read More
Over the past decade, the private equity industry has been on a tear, powered by cheap debt, and supported by investors chasing growth at any cost, the number of... Read More
Benjamin Graham was more than just a teacher and author. He was also one of the greatest investors of the 20th century. Q3 2022 hedge fund letters, conferences and more Graham's... Read More
Walter Schloss was one of the best value investors of all time. He studied under Benjamin Graham and then worked for the Dean of Value Investing at his value-focused... Read More
Warren Buffett has always advised investors against borrowing money to buy stocks or, indeed, any other asset. In 1991, during a question-and-answer session at Notre Dame, Buffett used Donald Trump's... Read More
The founder of Oaktree Capital Management, Howard Marks, made a name for himself as a distressed debt investor. He has since become best known for his so-called investment "memos,"... Read More
One of the best ways to learn and grow as an investor is to review the mistakes of others. Even the best investors make mistakes. Warren Buffett has made numerous... Read More
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” -- Benjamin Graham One of the... Read More
What would Warren Buffett say to young investment professionals just starting their careers? Q2 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused... Read More
The Agnelli family is one of Europe’s wealthiest industrial families, and its interests today are managed by John Elkann, an astute capital allocator whose stewardship of the family-holding company... Read More
Last month the fund managers and value investors Guy Spier and Mohnish Pabrai took part in a virtual discussion and Q&A session with the Helvetian Investment Club. The title... Read More
“Multi-strategy” hedge funds like Millennium, Citadel, Point72, Balyasny and Bridgewater are recording some of the best performances in the hedge fund industry this year, rewarding investors despite their notoriously... Read More
Warren Buffett once proposed what has since become known as the 5/25 rule. This rule is an exercise used to help people focus on their most valued aims in... Read More
One of Charlie Munger's favorite investments is Costco, and when I say one of his favorite investments, I mean his second favorite. Based on the information he has disclosed, Costco... Read More
Hedge funds that focus on investing in cryptocurrencies had been one of the fastest-growing sub-sectors of the hedge fund industry up until this year. However, as large swathes of the... Read More
The Odey Special Situations Fund declined - 0.3% in November, according to a copy of its monthly investor update, which ValueWalk has been able to review. Following this performance, the... Read More
At the end of October, the value investor and fund manager, Mohnish Pabrai, gave a virtual presentation and participated in a Q&A session with Boston College and Harvard Business... Read More
