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.
Jim Chanos: A Major Problem Is ‘Positioning’ Now Matters More To Investors Than Fundamentals
Mohnish Pabrai: How Warren Buffett Maximizes His Investment Returns Without Doing Any Heavy Lifting
Wall Street Quants Shouldn’t Confuse Luck With Skill
Amazon Is a Value Stock in Topsy-Turvy New World of Investing
Daily Journal Annual Meeting: Charlie Munger On Berkshire Is Unlikely To Sell Bank Stocks Anytime Soon
Klarman’s Baupost Pares Equity Exposure But Boosts Tech Holdings
The US Is Still The Place To Invest
Howard Marks: Forget Good Idea/Bad Idea, Think Risk/Return
Bill Miller Shorts Tesla
Macro Hedge Funds Had a Banner Year. Can They Stage an Encore?
“Crossover” Hedge Funds Remain Popular With Investors Despite Private Market Losses
Value Traps: What Are They and How to Avoid Them
Investors Risk Making a Classic Portfolio Mistake
My Favorite Bruce Greenwald Learning Resources
Warren Buffett: The Stock Market Is The Most Obliging, Money-Making Place In The World
Aswath Damodaran: Stick To Your Philosophy Or Just Buy The Index
This Investment Beat Out Stocks By 25 Percentage Point Last Year: Should You Add It to Your 2023 Portfolio?
Time to Shine! (OWTW)

