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
WEC Energy Group Inc. And NextEra Energy Inc.: My 2 Favorite Utility Companies, But I Hate Their Stocks
Bill Nygren: Intangibles Are The Key To Business Valuation Today
Value Briefs
The Gerschenkron Growth Model – like Japan and Russia before it, China’s economic “miracle” is anything but…
Good Times… South Africa And Tesla Style
The Opportunities And Risks In Low-Beta Strategies
Francis Chou: Value Investors Must Remain Confident When Your Strategy Does Not Appear To Be Working
Benjamin Graham: Combing The Market For Attractive Preferred Stocks
Value Briefs
The Balance: Short Selling Stocks – Not For The Faint Hearted
Value Briefs
Style Drift & The Rise Of The Generalist
Charlie Munger: Look For Businesses Using The Cancer Surgery Formula
Rare Benjamin Graham Article: The Two ‘American Ships’
Rare Benjamin Graham Article From 1919: Hidden Assets of Consolidated Gas
Benjamin Graham On The Art of Hedging
Rare Benjamin Graham Article: Bargain Hunting Through The Bond List [Pt. 2]
S&P Intrinsic Value & Update
Value Briefs
Cliff Asness: Liquid Alt Ragnarok?
Why You Need Active Management: Every Bear Market Is Different
Value Briefs
Would You Rather With Warren Buffett

