Shorting. What Is It Good For?

The following is a guest post from Eric Fernandez, CFA of Two Rivers Analytics. The S&P is at record highs yet again. Shorting has been difficult for the past several years as equities have continued their ascent.  More than a handful of well-regarded short-biased funds have closed their doors since 2014.  You [...]

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Dividend Investing With Miller/Howard Investments [Pt.3]

This is part three of a five-part interview with John (Jack) E. Leslie III, CFA Portfolio Manager for the Miller/Howard Income-Equity Fund. The interview is part of ValueWalk’s Value Fund Interview Series. Throughout this series, we are publishing weekly interviews with value-oriented hedge fund, and asset managers. All the past interviews [...]

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Einhorn’s Comeback Continues: Greenlight Up 18.7% Net YTD

Billionaire hedge fund manager David Einhorn reported his worst year ever last year. Greenlight Capital's main fund lost 9% in December, bringing its decline for 2018 to 34%. However, the fund manager's fortunes have improved this year. Q1 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive [...]

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Blue Mountain Struggles With PG&E Losses

Blue Mountain's Credit Alternatives Fund ended the first quarter of 2019 down -3.57% gross according to a copy of the fund's March transparency report, a copy of which ValueWalk has been able to review. Q1 hedge fund letters, conference, scoops etc jplenio / Pixabay For more up-to-date hedge fund content, and exclusive access [...]

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Seth Klarman’s Tips Long-Term Investing Success

Seth Klarman is one of the greatest value investors alive today. Over the past few decades, his hedge fund, the Boston-based Baupost, which manages around $30 billion of assets for clients around the world, has achieved an average annualized return in the region of 20%. What's more, Baupost often [...]

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Joel Greenblatt: How To Beat The Market

Joel Greenblatt is a Wall Street legend. He has written several books on the subject of investing containing invaluable advice for investors, including You Can Be A Stock Market Genius and The Little Book That Beats The Market. Using the rules set out in these books, he managed to achieve [...]

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Buffett: See’s Candies Is A Good Business, But BNSF Is Better

See's Candies, the confectionery business owned by Berkshire Hathaway, and BNSF, the largest freight railroad network in North America, also owned by Berkshire Hathaway don't have much in common apart from their parent at first glance. Q1 hedge fund letters, conference, scoops etc   If you’re looking for value stocks, and exclusive [...]

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Mohnish Pabrai’s Pabrai Funds Gain 5.4% in Q1

Mohnish Pabrai's Pabrai Investment Funds produced a return of 5.4% for its investors for the first quarter of 2019 according to a copy of the firm's Q1 letter to investors, a copy of which has been reviewed by ValueWalk. Q1 hedge fund letters, conference, scoops etc If you’re looking for value [...]

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Donald Yacktman: Viewing Stocks As Bonds

Donald Yacktman has one of the most impressive track records in the mutual fund industry. He named "Portfolio Manager of the Year" in 1991 by Morningstar and awarded the 1994 "Portfolio Manager of the Year" by Mutual Fund Letter before being nominated by Morningstar as Fund Manager of the [...]

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Warren Buffett’s “Inevitables”

With most companies, it is impossible to tell if they will still be around in ten years, but there is a select group of businesses that are almost certain to survive for the duration of an investment lifetime according to The Oracle of Omaha, Warren Buffett. Q1 hedge fund letters, [...]

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Mohnish Pabrai: Too Much Research Can Be Bad For Returns

Stock research is a critical part of the investment process, but too much research can be detrimental to your financial health, that's according to Mohnish Pabrai. Q1 hedge fund letters, conference, scoops etc For more up-to-date hedge fund content, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value [...]

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Mohnish Pabrai: Investors Should Focus On Three to Five Outcomes

Investors should not rely on complex spreadsheets to calculate a business's intrinsic value, but should instead focus on three to five variables and possible outcomes according to highly renowned value investor Mohnish Pabrai. Q1 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused [...]

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Tom Gayner’s Four Investment Filters

Tom Gayner is the Chief Investment Officer of Markel Corp and the President, Markel Gayner Asset Management, Inc. He is considered to be one of the best value investors alive and uses the cash flows generated by Markel's core insurance business to generate exceptional returns. Q1 hedge fund letters, conference, [...]

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Buffett On Accounting: The Numbers Tell You About The People Running The Business

Accounting is the language of business, and if you don’t understand accounting principles, you’re better off avoiding stocks altogether according to the Oracle of Omaha Warren Buffett. Q1 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s [...]

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