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
Manager Spotlight: Mike Dever Shares How Brandywine Asset Management Targets Higher Returns with Lower Risk
BofA HF Monthly Update: Hedge Funds In The Green With Macro Leading The Way; SMA Allocations On The Rise
Value Briefs
Papyrus Capital Thesis For Maui Land & Pineapple: Solid Gains In The Land Bank Environment [Free To Read]
Svelland Global: China Stimulus Can Push Demand For Iron Ore; Trend Of Rate Cuts Intensifies
Stock Spotlight: This Long-Time Value Hedge Fund Favorite has More than Doubled Over the Last 5 Years
Roblox: Inflated Key Metrics For Wall Street And A Pedophile Hellscape For Kids – Hindenburg Research
After Brutal 2022, Saga Partners Rebounds; Up Nearly 100% In 2024 After 200% Gain Last Year
Do Hedge Funds Use Technical Analysis? Uncovering Its Role in Generating Returns
Value Briefs
Revisiting Tidewater Inc: Long-Term Betting On Oil Brought Top Gains
How Do Hedge Funds Make Money From Failing Companies
When a Strategy Defied Expectations: Interview with Acadian Asset Management
When Buffett Meets Bannister
Value Briefs
Lyrical Partners: Element Fleet Management Thesis Proved Highly Lucrative
INOD May Be Overstating Its Big “Mag 7” Contract By 90% – J Capital
Intrinsic Value
Mistakes of Omission
Altria, Dividends and Total Returns
Value Briefs
Revisiting Arquitos Capital’s Profitable Pitch Of This Mid-Cap Real Estate Stock

