ValueWalk Premium – Page 2 – Everything hedge funds and value investing – Exclusive content for ValueWalk subscribers

Berkshire Hathaway to Invest in E.W. Scripps

In an E.W. Scripps press release yesterday, it was revealed that Berkshire Hathaway was planning to assist in the company’s $2.65 billion acquisition of ION Media: Q2 2020 hedge fund letters, conferences and more Berkshire Hathaway investment highlights Amount of preferred stock: $600 million Dividends: 8% per year if paid...

Avoid Value Traps With One Simple Scoring System

How do you avoid buying value traps? How do you avoid thinking Mr. Market isn’t as smart as he really is? Ask this simple question: Why is this stock being sold at this price? Q2 2020 hedge fund letters, conferences and more Markets are generally efficient the majority of the...

Investors Allocated $7.36 Billion Into Hedge Funds In August

August was generally a broadly positive month for the hedge fund industry, though there were pockets of large redemptions clouding the picture for strategies which otherwise would appear to be showing positive investor sentiment. Q2 2020 hedge fund letters, conferences and more Frankly, we did not expect to be writing a...

Estimating Future Stock Returns, June 2020 Update

At present, the S&P 500 is priced to return 3.51%/year over the next ten years. Now if you were buying some ten-year investment grade corporate bonds, you might expect something around 2%. Is that 1.5% over corporates worth it? Q2 2020 hedge fund letters, conferences and more Truly, I don’t know....

Rich Families View Markets With ‘Extreme’ Caution, Citi Says

The coronavirus pandemic and the response by governments and central banks have family offices and ultra-wealthy individuals around the world on the defensive, according to a survey from Citigroup Inc.’s private bank. Q2 2020 hedge fund letters, conferences and more Free-Photos / Pixabay[/caption About three-quarters of respondents described their 12-month investment...

Credit To Michael Burry

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Credit To Michael Burry. Here’s an excerpt from the episode: Q2 2020 hedge fund letters, conferences and more Tobias: I think that Burry doesn’t get enough credit for his recent– Like, I think that’s what Burry was...

Dan Fuss: Default Rates Rising, Avoids CLOs

In the U.S. Navy in the 1950s, Dan Fuss learned a maxim he still finds useful to this day while navigating pandemic markets: “Don’t sail close to the reef unless you have to.” Q2 2020 hedge fund letters, conferences and more Shutterbug75 / Pixabay It’s why the legendary bond investor and former...

Michael Mauboussin: Here’s what active managers can do

The debate over active versus passive management continues as trends show the ongoing shift from active into passive funds. Q2 2020 hedge fund letters, conferences and more At the Morningstar Investment Conference, Michael Mauboussin of Counterpoint Global argued that the rise of index funds has made it more difficult to be...

Nowhere To Run… Nowhere To Hide

September has been rather nasty (so far) not just in equities, but across the various asset classes purporting to provide diversification from such down turns. After today’s sell off, the S&P 500 is down around -9% for the month. Gold is off about -3%, Commodities down about -5%, and...

Aging & Equities: Selling Stocks for the Long-Term

The negative impact of demographics on equities Q2 2020 hedge fund letters, conferences and more This research note was originally published by the CFA Institute’s Enterprising Investor blog. Here is the link. SUMMARY There is a negative relationship between aging populations and stock valuations Given that most developed markets are aging, this creates structural headwinds...

Small-Cap Value Set To Outperform

There’s no asset class too much money won’t spoil. ~Barton Biggs via A Hedge Fund Tale of Reach and Grasp Q2 2020 hedge fund letters, conferences and more Good morning! In this week’s Dirty Dozen [CHART PACK] we look at the latest Global Fund Manager Survey, talk some more about ALL the...

An Ode to Passive Management

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 2020 hedge fund letters, conferences and more In the revised edition of The Incredible Shrinking Alpha, Larry Swedroe and Andrew Berkin make the case that investors are better off choosing passive investments because...

The Performance of Stocks with the Worst ESG Scores

Investors underestimate the negative consequences of high environmental, social and governance (ESG) risks, and underreact to prior negative ESG events. High ESG risks destroy shareholder value. Q2 2020 hedge fund letters, conferences and more To appreciate the significance of this finding, consider that, over the past decade, there has been an...

X
Saved Articles
X
TextTExtLInkTextTExtLInk

Here’s a Tip: Read What Professional Investors Read

ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.

It’s THE resource for value investing and hedge funds. 📈

And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.

Sign up now. 👇

CLICK HERE TO TRY IT OUT

 

0