There are three things all companies need, effective capital allocation, "good" shareholders and meaningful communication with stakeholders, according to a recent presentation by Philip C. Ordway, the managing principal of Anabatic Investment Partners LLC.
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger
Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.
Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.
Rupert covers everything value investing for ValueWalk
Major U.S. stock indices are in the red again on Monday as investors remain unable to make up their minds. Investors poured cash into bonds, equities, government bonds and... Read More
Thanks to the recent market dislocations, the complex municipal market offers attractive opportunities for strong returns, notes Guggenheim.
B. Scott Minerd and the team at Guggenheim point out volatility induced... Read More
With a silver breakout occurring, the metals market might start to receive some shine, says a Bank of America Merrill Lynch technical report out Tuesday. Silver in particular is... Read More
While analysts argue over what outcome they expect to see from the Federal Trade Commission (FTC) inquiry into Herbalife Ltd. (NYSE:HLF) that came to light this week, hedge fund... Read More
A harsh winter may finally be receding, but its effects will be felt throughout the year by tightening gas supplies. It’s not just that use goes up in such... Read More
SUMMARY
Compass Minerals International, Inc. (NYSE:CMP) is the largest producer of mineral salts and specialty plant nutrition salts such as Sulfate of potash.
The company has had volatile history... Read More
The Cape Ratio Weekly is a newsletter devoted to the CAPE Ratio. The latest issue dated October 7 provides an immensely useful table giving company-wise lowest CAPE ratio values... Read More
The issue of Tajikistan debt this month follows on from recent low-quality bond issues from Argentina, Greece and Iraq. Emerging market debt investors piled into the offering allowing the nation... Read More
The Securities and Exchange Commission (SEC) has opened an investigation into Galena Biopharma Inc (NASDAQ:GALE) for engaging a marketing firm called The Dream Team Group that allegedly helped the company... Read More
This is a rare interview Stan Druckenmiller gave to Barron’s, published on March 28 1988 in the Barron's National Business and Financial Weekly publication (H/T UPSbanker). The interview was... Read More
