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.
Walter Schloss – Part four: 16 Factors Needed to Make Money in the Market
Charles Brandes On Value: Part One
David Herro Resource Page Added
Burgundy On Thinking Like a Private Investor
TT International Struggles With Short Stock Selection Issues
Lessons Learned from Ivar Kreuger
Donald Yacktman on the Sources of Moats, His Concern with Apple's Strategy
Walter Schloss – Part Three: The Magic Of Compounding
Bob Rodriguez Is Hunkering Down
Stephen Yacktman: How to Think About Pricing Power
An Analysis of the Profitability of Portfolio Strategies Based on Analyst Consensus EPS Forecasts
Five Good Questions: Mohnish Pabrai & Guy Spier – The Education of a Value Investor [Part 1]
Value Investing Podcasts – All 56 Interviews
Value Investing Podcast 56: Kevin Byun on John Malone’s Financial Brilliance
Deutsche Bank Likes Long / Short Strategies Amid Stimulus Uncertainity
Value Investing: How I Achieved 303% Return Investing in Stocks
Value Investing, the Sanjay Bakshi Way 2.0 [Part 2]
Liquidity and Shareholder Activism

