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.
Christopher Davis: Value Investing Opportunities Exist When A Company Is In The Headlines For Unfavorable Reasons
Value Briefs
The 2018 Dividend Aristocrats List: 25+ Years Of Rising Dividends
Great Investor Series – Howard Marks, Oaktree Capital
Warren Buffett On Airline Industry: In His Own Words
Value Briefs
5 Highlights of Warren Buffett Interview on CNBC August 30, 2018
Don’t Buy Walmart
Who Will Flinch First: Short-Sellers Or The Stock Market?
What To Do About the increasing use of non-GAAP accounting in financial reports
Warren Buffett On Research And How To Value A Company
Value Briefs
Investment Lessons From Les Schwab
Top Performing Macro Hedge Fund Short South Africa And Canada
Howard Marks: The Refusal To Catch A Falling Knife Is A Rationalization For Inaction. It’s Our Job To Catch Falling Knives. That’s How You Get Bargains!
Li Lu With Charlie Munger – Interview With Subtitles
Value Briefs
The Investment Rationale For Fossil Fuels Falls Apart?
Chart: 2 Relative Performance Trends You Should Be Paying Attention To
Value Briefs
Looking At Alternatives? Avoid Complexity And Magical Backtests
Citron – Short Wayfair
Bursting SNAP’s (Micro) Bubble

