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
Why Warren Buffett Bought Apple In His Own Words
Why Buffett Acquired BNSF In His Own Words
The Enduring Futility of the Endowment Model
If Buffett Were A Fund Manager
The Remarkable Accuracy of CAPE as a Predictor of Returns
Mohnish Pabrai On Why Buffett Is Not Buying And Why Carriage Services Looks Attractive
Seth Klarman’s 3 Pillars Of Investing
Value Briefs
Market-Smashing Returns With Under The Radar Small Value Cap
Updating Benjamin Graham’s Mr. Market
Mining Opportunities with Crescat’s Kevin Smith and Tavi Costa
5 Valuable Insights From Charlie Munger
5 Charlie Munger Quotes Every Investor Should Know
Seth Klarman’s Collective Wisdom: Risk Analysis Is The Key To Investment Success
Buffett, the Airlines and Recognizing Your Mistakes
Jim O’Shaughnessy: Revisiting The Ideas Buried In The Graveyard
Pros And Cons Of Tail Risk Funds
Jim O’Shaughnessy: The Dynamic Portfolio Creation

