For many decades, Sears was the leading department store in America.
Q4 2019 hedge fund letters, conferences and more
If you’re looking for value stocks, and exclusive access to value-focused hedge... Read More
Over the past seven decades, one basic principle has been at the core of Warren Buffett’s investing philosophy.
Buffett has been using basic elementary probability to evaluate potential investments as... Read More
Writing in his first-quarter letter to investors of the Pabrai Investment Funds, Mohnish Pabrai explained that his investment strategy had changed significantly since the last global crisis.
He wrote that... Read More
Over the years, more and more hedge fund managers have added private-equity positions to their portfolios, and Lee Ainslie's Maverick Capital is no different. Before discussing the fund's PE... Read More
The investing world is full of noise. Investors are inundated with a constant drumbeat of information, from the financial media, Wall Street, and even their own advisors.
Companies and fund... Read More
Charlie Munger has attributed a considerable part of his success to his multidisciplinary education.
From the very beginning, he was always interested in acquiring multidisciplinary knowledge or knowledge associated with... Read More
"Investment success requires an appropriate mind-set," Seth Klarman declared in his now out of print book, The Margin of Safety, Risk-Averse Value Investing Strategies for the Thoughtful Investor.
Q4 2019... Read More
Performing Capital, the equity-focused hedge fund thrives on the intensive fundamental analysis of lesser-known or misunderstood securities.
It has a concentrated portfolio of stocks on the long side, while the... Read More