Value Briefs
The Acquirer's Multiple
Wondering what the smart money is up to? These hedge fund investor letters will point you in the right direction. We’ve got investor letters from leading and emerging managers around the globe, so you’ll always be up to date on what the smart money is doing. Some of the top hedge managers whose investor letters we cover include big name funds such as Dan Loeb, David Einhorn, “The Big Short” Greg Lippmann, Jeffrey Ubben’s ValueAct Capital, Marc Azer’s Two Sigma; as well as top emerging managers such as Alluvial Fund, Grey Owl Capital, Arquitos Capital, L1 Capital, Khrom Capital, Black Bear Value Fund, Kernow Asset Management, Gator Capital.
NOTE: We are not affiliated with nor do we endorse any funds listed. Stay on top of the latest in hedge fund commentary below. If you would like to see your fund covered please email us at info(@)hedgefundalpha.com. All inquires are confidential. We do not charge any money to cover funds nor do we accept compensation to be listed. We only cover those funds who we think are interesting or enhance the data (although we do not endorse any fund or investing they do). All emails are confidential and your investors will not know you sent us your letter. While we prefer prominent fund managers and top emerging fund managers we will accept other genres. However, your vehicle must be legally registered with FINRA (and if applicable the SEC) or your local equivalent (like the FCA in the UK_ to be considered. Also see our hedge fund database tool here.
Value Briefs
Jesse Livermore: How I Once Missed A $1,000,000 Profit Through Impatience And Careless Timing
Prem Watsa: Even Great Investors Have To Understand Their Limitations
Value Briefs
Mario Gabelli: We’ll Use The Same Guiding Principles To Avoid Over-Paying For A Company’s Intrinsic Value And Lose Less During Market Manias
Sequoia Fund: A Great Value Investing Mindset Creates A Substainable Advantage
Value Briefs
Mason Hawkins: Real Value Investing Has A Humility Not Present In Today’s More Popular Method Of Heavily Weighing The Qualitative Factors Of The Business And Minimizing The Importance Of Valuation
Value Briefs
How Does Seth Klarman Implement His Value Investing Strategy Differently To Many Other Value Investors
Value Briefs
Charles Munger: The Secret Ingredients That Make Berkshire, And The Daily Journal, So Successful
Value Briefs
TAM Stock Screener – Undervalued Foot Locker Inc (FL)
George Soros: How Investors Can Stay Ahead Of The Game
Value Briefs
Tobias Carlisle: Thinking Like An Acquirer (Podcast)
Value Briefs
AM Stock Screener – Undervalued Fortuna Silver Mines Inc (FSM)
Peter Lynch Protege Joel Tillinghast: How To Avoid Value Traps
Value Briefs
Li Lu: “The Market Is A Mechanism That Discovers Your Weaknesses. Any Fault/Defect You Have Will Be Magnified Infinitely, To The Point Of Complete Destruction.”
Dan Ariely: 3 Simple Tricks To Help Investors Overcome Their Internal Biases
Value Briefs
AM Stock Screener – Undervalued Image Sensing Systems, Inc. (ISNS)
Value Briefs
Ray Dalio: “Think About How To Rotate Your Portfolio To Buy That Which Is Cheap And Sell That Which Is Expensive”
Value Briefs
Jamie Dimon: Investors Should Not Be Surprised By The Non-Linear Nature Of Companies And Markets
Value Briefs
Mohnish Pabrai: “We Can Do Really Well In The Business Even If We Don’t Understand 98% Of The Markets And The Companies In Them”
Value Briefs

