Seth Klarman is one of the most respected value investors managing money today. His hedge fund, the Boston-based Baupost, has delivered annualized returns for investors in the region of 20%. These returns are even more impressive when you add in the fact that since inception, the firm's average cash allocation has been between 20% to 40%.
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
To be a successful long-term investor, Seth Klarman writes in his 2018 letter to investors of Baupost, one must think like a relief pitcher. Investors need to have the proper... Read More
Shorting on valuation alone is a risky business. Nine times out of ten, the analysis is sound, it's clear the company in question is overvalued and should be due... Read More
Albert Edwards must not have taken a summer respite yet, as in a July 22 research note he is up to his crankiest and cantankerous self as he leads... Read More
How much longer can this rally last? That’s the million dollar question (or trillion dollar question). Barclays: Bull Market Won’t Last As Debt To EBITDA Soars Bank of America, Merrill Lynch's... Read More
Most analysts look at company-wide financials and industry trends when looking for value on the market, but unit economic analysis is a powerful tool for predicting a company’s growth... Read More
There is a massive move underway in markets, GMO’s resident contrarian James Montier noted in a white paper titled “Six Impossible Things Before Breakfast.” Like an Alice in Wonderland... Read More
Groupon Inc (NASDAQ:GRPN) may have been right to turn down Google Inc (NASDAQ:GRPN)’s buyout offer a few years ago, as its total value has just crossed $7 billion, well over... Read More
The global financial markets are breathing a sigh of relief this morning after Emmanuel Macron prevailed over Marine Le-Pen in the first round of the French elections. It’s widely... Read More
The prices of bitcoin, ethereum and other cryptocurrencies have come down a lot this year, but that doesn't mean it's the end of the road for the blockchain. The... Read More
After what seemed an interminable delay, Air India, India’s national carrier, received the delivery of its first 787-800 Dreamliner airplane from The Boeing Company (NYSE:BA), according to a report... Read More
