Guest Post
Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
Spruce Point Capital – Caesarstone Ltd (CSTE) – Nothing On The Counter
Markel Corporation (MKL) – Brief Overview [Slides]
NIRI 2017 Annual Conference Highlights
Normalizing The Activist In The American Boardroom
The Value Proposition Of Sell-Side Due Diligence in M&A
Oaktree Long Thesis From Elevation Capital
Citron "New Proof" Mallinckrodt PLC (MNK) Is On Its Way To Zero
The Top 40 Investing Books
Mandera – The long-term value in technology
M&A Rises In Importance For Activism
Muddy Waters – Asanko Gold Inc (AKG) Likely To End Up A Zero
Industrial Revolution – Magnum Opus: Humanity At Crossroads
Industry Disruption Is Creating A Minefield Of Value Traps For Investors
Dragon-Ukrainian Properties & Dev. Plc (DUPD) – Almost Free Put Option On Offer?
Man + Machine, Moats W/ Michael Mauboussin
The Line Between Public And Private Ownership Will Blur In The "Firm Of The Future"
Let's Take A Trip To Warren Buffett's The Superinvestors Of Graham-And-Doddsville
Perpetual Beta

