Value Briefs
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.
Value Briefs
Value Briefs
Charles Munger: Ben Graham’s Low-Hanging Fruit vs My Premium Approach
Value Briefs
Mohnish Pabrai: Most Investors Are Too Smart For Their Own Good
Warren Buffett On Asset Light Vs. Capital Intensive Businesses
Value Briefs
John Neff, Peter Lynch, Portfolio Turnover and Growth Traps
Michael Mauboussin: The Emotional Toll of Investing in Superstar Companies: Can You Handle the Drawdowns?
Mondee: Bad Trip Choking on High Interest Debt, 100% Downside
Warren Buffett’s Favorite Deal
Warren Buffett: Investing Without Complexity: A Guide to Long-Term Wealth Creation
Value Briefs
Gold Miners Are Not Without Risk. But The Potential Upside Is Enormous
Charlie Munger In The 1994: Why Wal-Mart Will Outshine Sears
Warren Buffett: Investment Risks: Beyond Numbers – Assessing Long-Term Purchasing Power
MVST: Empty Facilities and a Hidden Grant Loss: Another China Hustle – J Capital Research
Warren Buffett On Probabilistic Investing
Mohnish Pabrai: Focus On “Growing Pies” Not “Discount Pies” For The Best Returns
Buffett’s $157 Billion Cash Pile Isn’t an Ominous Sign

