The Next Deep Value Corner of The Market

In my last article I shared the strategies of three famous value investors. Each investor had one shared theme: focus on downside protection. Q3 2019 hedge fund letters, conferences and more 200degrees / Pixabay These investors knew that in order to generate outsized returns, they needed to not lose money. Not losing...

Charlie Munger’s 7 Principles For Success

After discussing Caron's three prescriptions for a miserable life, Munger moved on to some ideas of his own. Q3 2019 hedge fund letters, conferences and more 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. Be reliable Munger told...

Mohnish Pabrai On How To Find Cheap Stocks

Continued from part one... Q3 2019 hedge fund letters, conferences and more After discussing the types of business investors should be chasing, Mohnish Pabrai then went on to give some examples of his favorite trades in the MOI Interview. Following on from his advice on sticking with companies you know and understand,...

Seth Klarman On Value Investing In A Turbulent Market

"Investors must employ an investment philosophy and process that serve as a bulwark against a turbulent sea of uncertainty and then navigate through confusing and often conflicting economic signals and market head fakes. Amidst the onslaught of gyrating securities prices, fast and furious corporate developments, and an unprecedented volume...

Mohnish Pabrai On Using Tax-Loss Selling WIth Micro

Micron first appeared in Mohnish Pabrai's in the fourth quarter of 2018. According to his 13 Filing with the SEC for the fourth quarter of 2018, Pabrai Investments acquired 546,847 shares in the semiconductor manufacturer during the last three months of the year. Q3 2019 hedge fund letters, conferences and...

Shelby Cullom Davis: The Second Best Investor Of All Time?

If Warren Buffett is the greatest investor of all time, then Shelby Cullom Davis would have to come in a close second.  Q3 2019 hedge fund letters, conferences and more If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden...

Buffett, Berkshire, Blue Chip and Bad Businesses

In Spring 1991, as part of a series of lectures to students of the Notre Dame University, Warren Buffett made an interesting statement. When discussing the sort of businesses that make suitable long term investments, Buffett warned students away from "some of the businesses I've been involved with like trading...

The Greatest Value Investor You’ve Never Heard Of

When he stepped down from running the Cundill Value Fund in 2010 due to health reasons, Peter Cundill had chalked up one of the best investment management records of any mutual fund manager. Q3 2019 hedge fund letters, conferences and more From 1974 through to 1988, the fund returned 22% per...

Lessons From Benjamin Graham Disciple Walter Schloss

Lessons From Benjamin Graham Disciple Walter Schloss In today’s world of second by second market updates, streaming news and Twitter, it is easy to overlook the decades of financial news coverage that have preceded today. However, if you take time out of your day to look through these archives, you’ll...

Interview With Centerstone Investors [Pt. 2]

This is part two of a four-part interview with Abhay Deshpande of Centerstone Investors. The interview is part of ValueWalk’s Value Fund Interview Series. Throughout this series, we are publishing weekly interviews with value-oriented hedge funds, and asset managers. All the past interviews in the series can be found here. Centerstone...

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