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 [...]

Read more...

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.  [...]

Read more...

Interview Elizabeth Lilly, Founder Of Crocus Hill Partners On Deep Diving Into Micro-Cap Value Stocks And Her Work As An Analyst Waren Buffett

ValueTalks interview with Elizabeth Lilly, the Founder of Crocus Hill Partners, she discusses micro-cap value. Q3 hedge fund letters, conference, scoops etcElizabeth Lilly On Micro-Cap Value - full podcast for all readers and full human transcript for subscribersElizabeth Lilly podcast Hello, podcast listeners, today’s a very special episode.  I have ElizabethLilly, [...]

Read more...

Q3 2018 Top And Emerging Hedge Fund Managers – Conferences, Letters And More: Einhorn, Loeb, Highfields, Horseman, Robinhood, Sohn, Tourbillon, Pabrai etc – Last UPDATED 1/6 17:16 EST

Small caps q4 Q4/FY/H22018q1 2018 Q2 2018 Q3 small caps Q4 2018 lettersThis page was just created on September 29th 2018 it will be updated a LOT for the next 90 plus days! As a reference in Q2 18 i updated  the page about 116 times or  more than once a day for 90 [...]

Read more...

Munger’s Cognitive Biases [Pt. 3]

This is part three of a short series outlining the 22 cognitive biases Charlie Munger talked about in his now famous speech, The Psychology of Human Judgement. Q3 hedge fund letters, conference, scoops etc Parts one and two contain a brief introduction and biases' one through 12. In this part of the [...]

Read more...

Seth Klarman: Short Term Thinking Is Killing Capitalism

The greatest investors, the most successful business managers in the world today have all followed different paths to get where they are. Some, like Jeff Bezos, have started revolutionary businesses, which have changed the world. Meanwhile, others, such as Warren Buffett have built business empires from scratch by investing [...]

Read more...

Baupost’s Four Pillars Of Investing Success

In 2012, Baupost, Seth Klarman's value-focused hedge fund turned 30. To celebrate, the seasoned value investor devoted around half of his year-end letter to investors dissecting and analyzing the firm's history, reflecting on the bad and good times since inception, and the qualities that have helped Baupost survive and [...]

Read more...

Fund Managers Are Nearing “Extreme Bearishness”

What a difference a year makes, especially when it comes to the financial markets. The market's current features are almost the total opposite of how the market looked at this time last year. A year, investors saw no reasonable limit to what they wanted to pay for certain assets, [...]

Read more...