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Seth Klarman: Investors Can No Longer Rely On Mean Reversion

"For most of the last century," Seth Klarman noted in his second-quarter letter to Baupost's investors, "a reasonable approach to assessing a company's future prospects was to expect mean reversion." He went on to explain that fluctuations in business performance were largely cyclical, and investors could profit from this buying...

Pros And Cons Of Tail Risk Funds

Editor’s note: This article is part of a series ValueWalk is doing on tail risk hedge funds. The series is based on over a month of research and discussions with over a dozen experts in the field. All the content will be first available to our premium subscribers and...

Fastenal: Why Being Cheap Works As a Business Strategy

Fastenal is one of the best-performing stocks of the past decade. Since the beginning of January 2010, shares in the industrial distribution company have yielded an average annual return of 16%, turning every $10,000 invested into $44,264. Q2 2020 hedge fund letters, conferences and more Image source: Yahoo Finance In many ways,...

UC Berkeley’s 2020 Virtual Fraud Fest Conference Coverage: Carson Block, Robert Jackson And More [UPDATED 6/26]

Updated on 6/26/2020 at 10:28AM EST with more coverage. Notes from our coverage of UC Berkley's 2020 Virtual Fraud Fest Conference. UC Berkeley hosts an intimate discussion about the critical issues, technologies, and policies that drive financial fraud around the world.   Berkeley’s annual “Fraud Fest” program brings together thought leaders...

Jim Chanos “Worst is yet to come”: Notes From UC Berkeley’s 2020 Virtual Fraud Fest Conference

The following are the notes from Jim Chanos's presentation at UC Berkeley's 2020 Virtual Fraud Fest Conference. Berkeley’s annual “Fraud Fest” program brings together thought leaders from the worlds of academia, finance, journalism, law, and more for an intimate discussion on the critical issues, technologies, and policies driving financial fraud...

Ben Graham VII 2020 Annual Conference: Gotham, Ariel And More

Ben Graham VII Annual Conference, a two-day virtual conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. Q1 2020 hedge fund letters, conferences and more The Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee (value investment) event.   Conference Dates: Wed....

When A 4000% Hedge Fund Return Is A Mirage

Editor’s note: This article is part of a series ValueWalk is doing on tail risk hedge funds. The series is based on several weeks of research and discussions with over a dozen experts in the field. All the content will be first available to our premium subscribers and some...

Howard Marks On Buying Undervalued Stocks

Overcoming your fears may allow you to capitalize on low valuations across the stock market Q1 2020 hedge fund letters, conferences and more Buying stocks at the moment presents a number of challenges for value investors. Chief among them is the risk that Covid-19 leads to a worsening in the economy’s...

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