Whenever he's evaluating an investment, the first question Warren Buffett asks himself is if he understands the business. To put it another way, the Oracle of Omaha will only consider stocks for his investment portfolio at Berkshire Hathaway if they fall into his circle of competence.
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk
Should All Companies Beware Of Activist Investors? by IMD Professor Nuno Fernandes Like it or not activist investors are here to stay and are radically changing the business landscape Activist investors... Read More
Many hedge fund managers in the U.S. donate millions of dollars to charity every year. Tiger cub Dane Andreeff of Maple Leaf Partners is one of the many fund... Read More
John Overdeck's favorite funds We reviewed the Overdeck Family Foundation's 990 for the fiscal year that ended in December 2019, which is the most recently available. It shows some allocations to... Read More
Bridgewater Associates is swinging back this morning, saying that an article yesterday about one of the world’s largest hedge fund’s was a “distortion of reality.” Get The Full Ray Dalio... Read More
A recent study of the European consumer staples sector by RBC throws up some interesting findings, especially in light of the underperformance of the sector in 2013 as shown... Read More
It’s official. The Argentine government has voted to do what it had pledged not to do and passed legislation to defy a U.S. court ruling on its debt payments. Argentina's... Read More
Every morning ValueWalk puts out a news report with the latest news in global stock markets, company news, and global economic news. Market Levels US: Dow Futures: 12873.00 (-0.81%), S&P 500 Futures:... Read More
Microsoft Corporation (NASDAQ:MSFT) released its earnings report for the three months through September this afternoon after the market closed. The company showed earnings of 62 cents per share for... Read More
The Information Age has radically changed in the past 20 years... First published at C + R Research. Over the past few decades, dramatic changes have taken place in terms of what... Read More
In select alternative investment circles a “hedge” fund manager puts their skill on display when the stock market heads south. While no one can predict the future, noncorrelated investment managers... Read More
