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.
Mohnish Pabrai on the ability to say no
Fred Liu: Invert DCF – Future Cashflows Are ‘Free Options’ In The Future
Voss Value Fund: Seeking Value In Companies With Identifiable Catalysts
Warren Buffett On Estimating Intrinsic Value
Net Present Value Bargains
The Secret To Warren Buffett’s Investment Success
Chilton Capital Sees Value In Industrial REITs
Li Lu On Developing Value Skill
John Huber – Business Analyst, Concentrated High-Quality In A Modern Buffett Partnership
Crispin Odey is preparing for inflation with a new fund
Michael Mauboussin Tips From Great Investors [Pt.2]
Long-Lived Instos
Bill Ackman: Investors Make Truly Great Returns In A Handful Of Names
How John Malone Changed Wall Street’s Focus With Unconventional Thinking
Should You Go All In On Water Like Michael Burry?
Seth Klarman: Investors Always Need A Strategy To Guide Them
A Look At The Portfolio Of Billionaire Charlie Munger
How Warren Buffett Uses Discount Rates To Value Stocks

