Open Square Capital 2Q19 Commentary

Open Square Capital letter to investors for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Dear Limited Partners, We’re in a crucible. We’ve long been approaching it, guided by our decision to undertake an energy thesis based on the “wanton” notion that things that can’t go [...]

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Joel Greenblatt Details His Best Ever Investment

You can find part one here. After discussing his thoughts on the outlook for value investing, Greenblatt is asked to explain how his investment style has developed over the years. Q2 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check [...]

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Aswath Damodaran: How To Calculate Company Cash Flows

Estimating and measuring a company's cash flows is an integral part of the valuation process. According to Professor of Finance at the Stern School of Business at New York University, Aswath Damodaran, there are three main steps in cash flow estimation all investors and analysts have to consider when [...]

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Joel Greenblatt And Richard Pzena: 2019 Ben Graham VI Annual Conference [Notes]

Notes from Joel Greenblatt And Richard Pzena's keynote presentation from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19. See the full notes here. Q2 hedge fund letters, conference, scoops etc Keynote Presentation Joel Greenblatt Managing Principal and Co-Chief Investment Officer, Gotham Asset Management Richard S. Pzena Founder and CIO, Pzena [...]

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Henry D. Wolfe: Identifying Underperforming Boards

ValueWalk’s Raul Panganiban interviews Henry D. Wolfe, The author of “Governance Arbitrage: Blowing Up the Public Company Governance Model to Maximize Long-term Shareholder Value“. In this part, Henry discusses what led him to investing, his investment philosophy and approach, identifying underperforming boards, if corporate boards are receptive during crisis [...]

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Verdad Capital On The Great Private Equity Rip-Off

Dan Rasmussen founded Verdad Capital in 2014, and since then he's quickly established himself as one of the industry's rising stars. In 2017, he was named to the Forbes 30 under 30 list. Q2 hedge fund letters, conference, scoops etc Verdad specializes in applying a private equity model to public markets. [...]

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Is Value Investing Dead?

ValueWalk's Raul Panganiban interviews Brian Boyle, CFA, the president and portfolio manager of Boyle Capital, and Erik Ritland, CFA, the research analyst at Boyle Capital. In this part Boyle and Ritland discuss their value investing approach, if value investing is dead, Buffett's purchase of Amazon, and IPOs like Uber. See [...]

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ValueWalk Interview With OpenSquare’s Nelson Wu On Energy Stock Investing

ValueWalk's Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital, discussing topics ranging from insider trading at Allergan, views on activism, current state of the oil and gas sector, oil equities recovery and much more. Q2 hedge fund letters, conference, scoops etc Goumbik / Pixabay Interview With Nelson Wu Transcript Good morning podcast [...]

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Henry D. Wolfe: Why Are Private Equity Good Value Creators

ValueWalk’s Raul Panganiban interviews Henry D. Wolfe, The author of “Governance Arbitrage: Blowing Up the Public Company Governance Model to Maximize Long-term Shareholder Value“. In this part, Henry discusses the encouragement of board diversity, CEO independence, the three key things for a better selection criteria, why are private equity [...]

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