Lee Ainslie’s Maverick Capital Outlines Indian Bank Longs

Bank stocks are looking a bit rough after bond yields declined even more on Monday. However, Lee Ainslie's Maverick Capital sees opportunity in one particular country's banking industry: India. In his second-quarter letter to investors, Ainslie presented commentary from Andrew Warford on their positions in a pair of Indian [...]


ValueWalk Interview With Professor Aswath Damodaran

ValueWalk's Raul Panganiban interviewed Professor Aswath Damodaran, discussing topics ranging from his book, The Dark Side of Valuation, what should investors do about uncertainty, Bitcoin millionaires, Spotify valuation and much more. This interview was recorded in May 2018 and was recently transcribed. Q1 hedge fund letters, conference, scoops etc Interview With [...]


(UPDATED 6/13 19:06) Q1 2019 TOP Hedge Fund Letters! Stock Pitches, Conferences, Job Openings And More From Sohn, Bass, Einhorn, Loeb, Milken And More

This post was created on 3/30/2019 stay tuned for updates up to several times a day! 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 a lot more (on funds both large [...]


Charlie Munger’s 10-Step Investment Checklist

Charlie Munger is considered to be one of the world's greatest investors, alongside his business partner and longtime friend, Warren Buffett. Q1 hedge fund letters, conference, scoops etc Munger's approach to investing is different from most other money managers. He's not afraid to be greedy when others are fearful and spends [...]


Joel Greenblatt: Avoiding Value Traps

Falling into a value trap is one of the biggest risks value investors face. Unfortunately, there is no set framework for analyzing and discovering traps or even a fixed description of what constitutes a value trap. If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, [...]


Buffett’s $8 Billion Junk Bond Trade

When the dot.com bubble burst in 2000--2002, Warren Buffett dived into the market, but he wasn't rushing to buy equities. The Oracle of Omaha moved quickly to take advantage of the situation evolving in the junk bond market. Q4 hedge fund letters, conference, scoops etc In 2003, Buffett described the junk [...]


Baupost, Greenlight, Carlson, BlueMountain, Sohn, Paul Tudor And Much More – Last UPDATED 3/29 17:17 EST (Or MORE RECENTLY) Q4/2018 Hedge Fund Letters, Conferences And More

This post has aLREADY been updated 162 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 [...]


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 [...]

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