Value Briefs
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.
Value Briefs
Value Briefs
Mohnish Pabrai: Most Investors Are Too Smart For Their Own Good
Value Briefs
Seth Klarman: You Aren’t Human If You Aren’t Scared You’ve Made A Gigantic Mistake When Purchasing A Stock
Value Briefs
Li Lu: Charlie Munger: A Role Model for Ethical Investing and Lifelong Learning
Value Briefs
Howard Marks: The Tide Is Going Out: Are You Prepared for a Recession?
Michael Mauboussin: The Emotional Toll of Investing in Superstar Companies: Can You Handle the Drawdowns?
Value Briefs
Seth Klarman: The True Test of Consistent Investment Performance: Thriving in Difficult Times
Warren Buffett: Investing Without Complexity: A Guide to Long-Term Wealth Creation
Howard Marks: Market Madness: Why Stock Prices Fluctuate More Than Earnings
David Einhorn: We’re On A ‘Buyers Strike’ Amid Geopolitical Tension
Warren Buffett: Investment Risks: Beyond Numbers – Assessing Long-Term Purchasing Power
Dan Loeb: Investors Can Find Great Opportunities In ‘Bulletproof’ Securities
Mastercard Inc (MA) DCF Valuation: Is The Stock Undervalued?
Value Briefs
Charles Munger: Public Hangings and the Transformation of Corporate Behavior in Earnings Reporting
Michael Burry: How to Outsmart the Market: Avoid ‘Upgrading’ Your Portfolio
Charles Munger: We Made A Fortune From ‘Pissant’ Businesses
Value Briefs
Mohnish Pabrai: When Intrinsic Value Doesn’t Rule the Investment Decision
Warren Buffett: Cigar Butts and Low Returns on Equity: Time is the Enemy of Poor Businesses
Seth Klarman: The Portfolio Liquidity Cycle Serves Two Important Purposes

