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.
Kerrisdale Short Qualcomm: Ignoring The Legal Risk Is Patently Ridiculous
Warren Buffett: There Is Only Three Ways A Smart Person Can Go Broke
Peter Lynch: 13 Filters For Finding The Perfect Stock
Millennium Management’s Quant Lead The Firm To Profit In 2018
Stanley Capital: Value Stocks Are The Cheapest In Decades
Value Briefs
We See Dead Stocks
Letter To The Editor – Criticism Of Active Management Is Off Base
Global Cyclicals vs Defensives: Regional Rotations And Early Warnings
Charles Munger: One Filter That’s Very Useful For Investors
Mohnish Pabrai: Outperforming In A Crisis
Value Briefs
Vitaliy Katsenelson: Beats & Misses, Seen & Unseen
Margin Of Safety Saves The Day In A DCF Valuation Of Harley-Davidson
The End of U.S. Hegemony And The Market Ramifications
Value Briefs
Payday Anomaly Revisited
Stanley Druckenmiller – Bulls Make Money, Bears Make Money, And Pigs Get Slaughtered – I’m Here To Tell You I Was A Pig
Citron Claims “Smoking Gun” On Ligand Pharmaceuticals
Michael Burry: How Can Investors Get Even After Suffering A Loss
Value Briefs
The Dividend Crossover Point

