In November last year, Switzerland-based investment manager Robert Vinall, whose Business Owner TGV hedge fund has “trounced” the market since 2008, published a memo at a meeting of the Munich Value Investors Group titled “Five Things I Am Doing Differently Today vs. Five Years Ago.” See also: Hidden Value Stocks [timeless] This memo was published in full in the December 2017 issue of Value Investor Insight and provides some interesting food for thought. For example, one of the thing’s Vinall and the team are doing today is being “more open-minded about what constitutes a value investment.” This is a fascinating…
Whats To Love About Negative Cash Flows?
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
Comments are closed.