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.
Ray Dalio: Why We’re Less Worried About A Recession Now That Growth Is Plunging
Never Seen Before Letters: Bill Ruane And The Sequoia Fund The First Years [Pt.1]
Value Briefs
Trend-Following: A Decade Of Underperformance
Howard Marks: The Greatest Advantage In This Business Is Having Ten-Year Money
Where Is The Consensus Mistaken?
Distressed Investing: Westinghouse Electric Bankruptcy
Starbucks Coffee Might Be Expensive, But What About SBUX?
Charles Munger: Here’s Why Investing Is So Much Tougher Today
January 2019 Data Update 9: The Pricing Game
5 Quotes From Warren Buffett’s Letter To Shareholders
Credibility In The Balance: Six Key Questions For INGN Management – Muddy Waters
This Primitive Investing Formula Is All That Most Investors Need
This Value Fund Returned A Massive 76 Percent In 2018, Thanks To Software
Value Briefs
Size And Value In China
Charlie Munger’s Investment Advantage, Only Four Investments In His Portfolio
Old School Value Nugget Fest (Feb 21st Edition)
Value Briefs
EBITDA, EBITDA, EBITDA…That’s All, Folks!
Value Briefs
Is There A Size Effect In The Stock Market?

