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
Noble Group – A Grotesque Restructuring. Vote No
Factor Momentum
Pepsi Buying Sodastream: Old School Value Nugget Fest
Warren Buffett On How To Value A Business: Assign Yourself a Story
You Can Trust The Investment Process Of These Managers
Set Phasers To ‘Systematic’
Global Macro Hedge Funds Make Billions Betting On Italy
The Key To Surviving A Speculative Mania
Victoria Hart’s Pandora A/S Presentation: Short Selling Conference [Transcript, Video]
Is There A Cap To Passive Investing’s Market Cap?
7 China-Based Stocks For High Growth At A Reasonable Price
Long Coke Bottlers
Warren Buffett: In The World Of Mergers And Acquisitions, A Limping Horse Could Be Peddled As Secretariat
Value Briefs
Offsides Positioning In Gold, Bonds And The US Dollar Will Make For An Interesting Fall
Value Briefs
Top 17 Value Investing Blogs You Should Be Reading
Value Briefs
Ray Dalio – A Template For Understanding Big Debt Crises
Value Briefs
Macro Conditions May Enhance Short-Term Predictability Of The Shiller P/E
Stupid Money Risk Is Real
Value Briefs

