Is Value Investing Dead?

ValueWalk's Raul Panganiban interviews Brian Boyle, CFA, the president and portfolio manager of Boyle Capital, and Erik Ritland, CFA, the research analyst at Boyle Capital. In this part Boyle and Ritland discuss their value investing approach, if value investing is dead, Buffett's purchase of Amazon, and IPOs like Uber. See [...]

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Value Isn’t Dead…It’s Misunderstood & Oversimplified

So, you’ve heard it a lot lately.  “Value Investing” is dead: Q2 hedge fund letters, conference, scoops etc Is value investing dead? It might be and here’s what killed it Is Value Investing Dead? Value investing: is the age-old strategy dead? Just google it and you’ll get pages and pages of articles. You’ll repeatedly hear [...]

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Finding Companies Below Their Intrinsic Value Today

Has value investing has been working as it worked before? The strategy that rewarded a great number of investors has been discussed recently. Buying stocks with the lowest valuations and selling those with the highest have been struggling this cycle. Q1 hedge fund letters, conference, scoops etc Berkshire Hathaway Inc. has [...]

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Warren Buffett: It’s Just Very Very Tough To Know Precisely What Is Going On In a Financial Institution

At the April 2005 Berkshire Hathaway annual meeting of shareholders, Bill Ackman of Pershing Square asked Warren Buffett and Charlie Munger for their thoughts on the challenges of analyzing profitable financial companies. If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive [...]

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Aswath Damodaran: The First Principle of Valuation

Professor of Finance at the Stern School of Business at New York University, Aswath Damodaran is commonly referred to as a modern day Benjamin Graham. His work and insights on corporate finance and equity valuation is second-to-none, and he is one of the leading authorities on equity valuation in [...]

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Value Investing: Business As Usual

Dear fellow investors, Q1 hedge fund letters, conference, scoops etc At the age of 35, I’m almost thirteen years into my career in the investment business. I was lucky to get a job right out of college in the brokerage business before joining Smead Capital Management at our formation. For most [...]

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Li Lu: It’s Best To Spend Years Studying Companies

This is the second part of a short series on an interview with Himalaya Capital's founder and manager Li Lu. Part one is here: Li Lu: Warren Buffett's "Indifference" Towards Making Money Is His Key To Success Q1 hedge fund letters, conference, scoops etc Li Lu's multi-year research process When asked about his research process, and [...]

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Seth Klarman: “Value Investing Is At Its Core The Marriage Of A Contrarian Streak And A Calculator.”

We’ve just been re-reading Michael Mauboussin’s book – The Success Equation. There’s a great passage in the book with discusses investor psychology, and some of the findings of Daniel Kahneman and Amos Tversky. There’s also an great explanation of one of Seth Klarman’s most famous investing quotes: Q1 hedge fund [...]

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Is Value Investing Dead?

Question: According to many market commentators, value investing doesn’t work the way it used to, and some tout statistics that growth has outperformed value over the last decade. How do you rebut that view? Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Answer: There are two answers to that question. [...]

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Warren Buffett On See’s Candies International Expansion

In 1972, Warren Buffett made an acquisition would transform his investment style forever, and marked the beginning of his long journey towards becoming one of the world's wealthiest people, and undoubtedly the most successful investor alive today. Q1 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and [...]

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Richard Rainwater: The Godfather Of Private Equity Pt.2

Continued from part one.  As the quality of the people Rainwater backed improved, so did his returns. "By 1980," Rowe writes in his 1989 profile of the private equity manager, "the Basses and Rainwater had made the progression from being rich to enormously rich." Q1 hedge fund letters, conference, scoops etc rawpixel [...]

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