Investment Strategies
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.
Sequoia Fund 1980: Seeking Good Businesses At Cheap Prices [Pt.3]
Value Briefs
Low Volatility Can Be Low Turnover
Value Briefs
Rebalancing…Not So Fast
DG Value Gains In 2018 As Value-Focus Yields Results As Hedge Fund Dumps PG&E
Why Warren Buffett Loves Berkshire Hathaway’s Insurance Business
Buffett’s “Two Yardsticks” For Evaluating Managers
Aswath Damodaran: Do Not Invest In Companies That Try To Achieve Growth Through Acquisition
Joel Greenblatt – If You Do Good Valuation Work The Market Will Agree With You Eventually
All That Glitters
Guy Gottfried – The Compelling Case For This Small Cap Stock – Ivey School 2/28/2019 (Updated with Full PDF Deck)
The Evolution Of Single-Company ESG Ratings
Warren Buffett’s Confusion & Disorientation About Gold/
Tweedy Browne: “Volatility Is The Friend Of The Value Investor”
Why Diversification Can Be A Bad Idea
Benjamin Graham: Buying Good Stocks At Fair Prices
Debt Cycles Are Normal, And Normally Manageable
Walter Schloss – Pick Stocks Like Warren Buffett
S&P 500 Intrinsic Value Update
Value Briefs

