The Acquirer's Multiple
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.
Michael Burry: Risk Management Doesn’t Need To Be Complicated
Finding Scalable Businesses Early
Don’t Capitalize Gains In Your Head
Dan Zwirn – Modern Graham, Deep Value Global Special Situations, Asset, And Credit Investments
The Evolution Of Berkshire’s Hurdle Rate
Adaptive Radiation
Warren Buffett: Selling Your Successful Investments Is Akin To The Bulls Trading MJ Because He’s Become Too Important To The Team
Rob Arnott: Value Is As Cheap As It’s Ever Been, With Just 2 Exceptions
Deep Survival And The Fear Of Losing Money
Warren Buffett: The 5 Risk Factors That An Investor Must Assess
The Speculators Dream
Steven Romick: Growth Can Bail Value Investors Out Of A Lot Of Problems
Bill Gurley: The Absurdity Of Today’s Valuations
Gold Value – Gold, Gold Mining, Activism, And Inflation
Buy Low-Correlated Stocks
Value Is Going To Be Momentum
Inflation Is Good News For Value Investors
Warren Buffett Comments On His Annual Contribution Of Berkshire Hathaway Shares To Five Foundations

