ValueWalk's Raul Panganiban interview Ross Klein, CFA. Ross is founder and CIO at Changebridge Capital and discusses short selling. Q4 2020 hedge fund letters, conferences and more The following is a... Read More
Zero-Return Failures - Part five of a short series on Charlie Munger’s Human Misjudgment Revisited. See also: Charlie Munger On Avoiding Anchoring Bias Charlie Munger On The Power Of Prices Warren... Read More
It is underway. It has huge momentum, and it will change everything we do — work, leisure, health care, education, use of resources — and, as a bonus, how... Read More
The post was originally published here. Q4 2020 hedge fund letters, conferences and more Definition of Compound Interest Compound interest is the interest on the initial principal as well as the... Read More
I told some of my readers I met up not too long ago that Bill Brewster’s The Business Brew is an emerging good podcast. Bill had an uncle that... Read More
Today, Benjamin Graham is widely considered to be the Godfather of value investing. Graham built his reputation as a teacher. He taught a whole generation of value investors who... Read More
Throughout his lengthy career as an investor, Warren Buffett has always stayed away from IPOs. The one exception to this was Berkshire Hathaway's involvement in Snowflake's IPO last year. Q4... Read More
In 1999, Forbes Magazine published a list of eight investment rules that, according to the magazine, had "stood the test of time." Q4 2020 hedge fund letters, conferences and more One... Read More
ValueWalk's Raul Panganiban interviews Bob Raleigh, the founder and managing partner of PathSight Predictive Science, and discusses the financial service industry and social media. Q4 2020 hedge fund letters, conferences... Read More
Q1 2021 hedge fund letter database is now up. This page is updated frequently, VERY FREQUENTLY. For example in Q4 2020 we updated the database 387 times, which means... Read More
Benjamin Graham is considered to be the Godfather of value investing. He essentially pioneered the idea of valuing businesses based on their profitability and the value of their assets. While... Read More
In his 2015 letter to shareholders, Mark Leonard posed the following thought experiment: Q4 2020 hedge fund letters, conferences and more How about a thought experiment? Assume attractive return opportunities are... Read More
For the past few years, I have been critical of the Ponzi Sector. To me, these are businesses that sell a dollar for 80 cents and hope to make... Read More
ValueWalk's Raul Panganiban interviews Mark Travis, CEO, Co-Founder, and President of Intrepid Capital, and discusses his approach to investing and where he finds opportunity in today’s environment. Q4 2020 hedge... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Company Bailouts. Here’s an excerpt from the episode: Q4 2020 hedge fund letters, conferences and... Read More
The Biden administration on Wednesday released a comprehensive $2+ trillion spending proposal ostensibly focused on infrastructure. But there’s much more to this plan than meets the eye. Q4 2020 hedge... Read More
This week, I ran out of ideas for any good post, or that I was too tired from work to do much long form posts. Here are some of the... Read More
How a mistake in the textile business led the Oracle of Omaha to become one of the richest people in history Warren Buffett has worked his way to becoming the... Read More
ValueWalk's Raul Panganiban interviews George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, and dicusses the investment case for gold and what he is seeing the present environment. Q4... Read More
Ray Dalio is the founder of one of the largest investment firms in the world and has amassed a personal fortune nearing $20 billion from his business and investment... Read More
I wanted to use the title “Leverage, Margin Calls, and Stock Prices, Oh My” here. But I decided to go with the more specific title so readers would actually... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Airlines At Ludicrous Speed. Here’s an excerpt from the episode: Q4 2020 hedge fund letters,... Read More
