The Story Of The Graham–Newman Corporation’s Mega Bet On GEICO

Benjamin Graham and Jerome Newman didn't write particularly lengthy year-end letters to shareholders of the Graham--Newman Corporation, according to the records we have today.  If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks. The duo presented investors [...]

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How Charlie Munger Made His First Million

Today Charlie Munger is considered to be one of the greatest investors and thinkers that has ever lived. With a fortune of nearly $2 billion, he's one of the wealthiest people in the world as well. Q2 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive [...]

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Seth Klarman’s Advice For Successful Investing

Seth Klarman is widely considered to be one of the best value investors in the world today. Q2 hedge fund letters, conference, scoops etc His Boston-based hedge fund, Baupost manages approximately $30 billion in assets for clients around the world. Its unconstrained mandate means that it can invest in whatever assets [...]

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Warren Buffett Second-Biggest Mistake Of All Time

In 1998, Berkshire Hathaway announced that it was planning to acquire reinsurance giant General Re for a total of $23.5 billion. Q2 hedge fund letters, conference, scoops etc Image used with permission from Investment Masters Class While this looked to be a good deal at the time, in the years immediately after [...]

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Walter Schloss’ Approach To Making Money Out Of Junk

Walter Schloss was, without a doubt, one of the best value investors of all time. Q2 hedge fund letters, conference, scoops etc During his 47 years on Wall Street, Schloss produced a compound annual return for his investors of 21%. He did this using a simple, systematic investment approach based on [...]

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Why Coca-Cola’s Competitive Advantage Has Endured

In 1988 Warren Buffett made what has since become one of the most successful investments of his career. The CEO of Berkshire Hathaway decided to take advantage of Mr. Market's bipolar nature and snap up $1 billion worth of shares in Coca-Cola. Q2 hedge fund letters, conference, scoops etc If you’re [...]

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NetJets: Broadening The Moat Sacrificing Profit

Warren Buffett has historically tried to make it clear that he does not like airlines. This changed in 2017 when the Oracle of Omaha jumped into airlines stocks. Q2 hedge fund letters, conference, scoops etc He has since spent billions of dollars of Berkshire Hathaway's capital building substantial positions in Delta [...]

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Bob Robotti On The Fathers Of Value Investing

ValueWalk's Raul Panganiban interviews Bob Robotti the president and CIO of Robotti Value Investors. In this part, Bob discusses how he got in to finance, the fathers of value investing, his investing approach, if value investing is dead, and his stock selection process. Q2 hedge fund letters, conference, scoops etc See [...]

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Klarman: Concentrate On Risk, Not Reward

An investor's principal goal should be to avoid "an appreciable loss of principal" over several years, that's according to Seth Klarman's legendary book, The Margin of Safety. Q2 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s [...]

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Seth Klarman: Where Most Investors Stumble

"Today," Seth Klarman wrote in his 1991 book, The Margin of Safety, " many financial market participants, knowingly or unknowingly; have become speculators." This is where most investors "stumble" according to the value investor. Q2 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to [...]

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Moon Capital Likes These Two Turkish Small Caps

Moon Capital, the Huston-based global value fund returned -4.1% net for the second quarter of 2019 as global equity market volatility impacted returns. For the year to the end of the second quarter, the fund returned 3.8% net. Q2 hedge fund letters, conference, scoops etc Ponciano / Pixabay According to the hedge [...]

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Seth Klarman: Value Investors Need To Be Disciplined

Value investing is simple to understand but challenging to implement. The process can be simplified by developing a strict set of rules and sticking to them religiously, according to Seth Klarman. Q2 hedge fund letters, conference, scoops etc Klarman is considered to be one of the best value investors of the [...]

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Mohnish Pabrai On Waiting For The Perfect Pitch

Value investor Mohnish Pabrai has spent a tremendous amount of time studying the investments and investment philosophy of Warren Buffett and Charlie Munger. Q2 hedge fund letters, conference, scoops etc He believes that all investors can learn a great deal from these two billionaires, who are considered to be the greatest [...]

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Seth Klarman’s Three Methods Of Valuation

There are three primary tools investors can use to value businesses according to Baupost's Seth Klarman. Q2 hedge fund letters, conference, scoops etc Speaking at a lecture at the Columbia Businesses School before the financial crisis, the value manager declared that while investors have a range of valuation tools available to [...]

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Max Heine “Getting A Dollar For 50 Cents”

Max Heine was one of the great underappreciated value investors. After emigrating to New York during 1934, he immediately entered the securities business, and 15 years later he founded the Mutual Shares Corporation, one of the world's first open-ended mutual funds. Heine's strategy was simple; buy undervalued stocks targeting a 15% annual return, [...]

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