ValueWalk's Raul Panganiban interviews Dev Kantesaria, the Managing Partner at Valley Forge Capital Management. In this part, Dev discusses the selective reporting to databases, what makes investing fun for him, looking up to Warren Buffett and Charlie Munger, his bottom up fundamental approach, not paying attention to what other managers are doing, his favorite books, favorite impressionists, hobbies, and his favorite Beatle song or album, the intelligence and emotional linkages of animals, and the long only allocation.
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com
FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
I wanted to quickly share these two charts as I think they are really important and it's something I've been speaking with clients about a lot in recent weeks... Read More
Market volatility has reached historic levels in the bond market, a recent research report from Lyxor observes, as the driver of the rapid price moves is a lack of... Read More
Personal Income and Spending came in about in line with analysts' expectations, with Personal Income up 0.4% month-over-month and Personal Spending up 0.3% month-over-month.
Here's a look at the year-over-year... Read More
A senior BNP Paribas SA (ADR) (OTCMKTS:BNPQY) (EPA:BNP)Â manager may resign from his post as part of a negotiated settlement with US authorities, the New York Times is reporting.
Engineering money... Read More
The results of ValueWalk’s growth screen for July.
Using data is provided by Winvestor, the business analysis, and stock valuation website, we’ve put together a proprietary growth screen to help... Read More
Part eight of a short series on Martin (Marty) Whitman. To catch up on the rest of the story, click one of the links below:
The Life and Investment Career Of... Read More
Alternative asset managers have become more popular in the last few years, but with a different mandate than traditional AMs that allows them to invest across investment cycles, normal valuation... Read More
Wow – what a few months.
The American election, followed by a surging stock market, surging US Dollar and a miserable bond market can only mean one thing – investors... Read More
The announcement that Ulster Bank’s operations in the Republic of Ireland are to be ‘restructured’ has sent shockwaves across the entire banking sector, adding to concerns that owner, Royal... Read More
