Sequoia Fund: Investing In The Tech Bubble [Pt. 5]

Since its founding in 1970, the Sequoia has earned its reputation as one of the best investment funds ever to have existed. But, as I have covered throughout this series, the fund and its founders, Bill Ruane, Richard Cunniff, and Robert Goldfarb, faced an uphill struggle in its early years. If [...]


Baupost, Greenlight, Carlson, BlueMountain, Sohn, Paul Tudor And Much More – Last UPDATED 3/14 11:50 EST (Or MORE RECENTLY) Q4/2018 Hedge Fund Letters, Conferences And More

This post has aLREADY been updated 159 times since January 1st 2019 - please stay tuned for more updates listed in the title As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size. How is this different than SecurityAnalysis? We have [...]


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 [...]


Quantitative Investing With Verdad Capital’s Dan Rasmussen, Nick Schmitz And Brian Chingono Talk Private Equity Style Investing In Small Caps [Full Podcast And transcript

A Q&A session with Dan Rasmussen, Portfolio Manager of the famed Verdad Capital as well as, Nick Schmitz, Japan Portfolio Manager, and Brian Chingono, Director of Quantitative Research. The full podcast is available for all readers, the full 10,000 plus word transcript is available below for ValueWalkPremium subscribers and [...]


Michael Mauboussin: Who Is On The Other Side?

Seth Klarman once said that in investing, whenever you act, "you are effectively saying, I know more than the market. I am going to buy when everybody else is selling. I am going to sell when everybody else is buying." Q4 hedge fund letters, conference, scoops etcHe called this mentality, [...]


Mohnish Pabrai’s Three Filters For Picking Stocks

Mohnish Pabrai is one of the most successful value investors practicing today. Pabrai is what I would call a 'true' value investor. He's not strayed from the underlying investment principles Benjamin Graham set out nearly 100 years ago for finding deeply undervalued businesses. If you’re looking for value stocks, and [...]


Full Interview With Michael Melby Of Gate City Capital On Finding Alpha In MicroCap Value Stocks

ValueWalk's Mark Melin interviews Michael Melby of Gate City Capital Management, LLC. Everyone can listen to the full interview embeddded below and the entire  conversation has been transcribed by a human and is available for premium members.Q3 hedge fund letters, conference, scoops etc Transcript Michael, I appreciate you taking time with ValuWalk.  [...]


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