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.
Raoul Pal: Killing The Goose That Laid The Golden Egg
Kingsford Capital: How passive investing creates opportunities for short-sellers
Mohnish Pabrai: At The Core, Investing Is Straightforward. It’s Simple, But It’s Not Easy
Great Traders Have Balls, But…
The Greatest Value Investor You’ve Never Heard Of
Question EVERYTHING: A Recent Thing I From One of the Better Traders I Know
Shipping Is All About Upside Leverage…
Reframe Value Versus Growth – It’s Value Creation: Buying Things For Less Than They’re Worth
Unlike Any Period Since The Late 1930s
IPO Lessons For Public Market Investors
Dividends *Can* Lie
Raoul Pal: Interpreting Macroeconomic Trends
Michael Mauboussin – Big Decisions, Luck, Skill, Complexity And Success In Investing
ASEAN Can Be A Safe Haven
G&D Fall 2019 Issue: Interview With Mohnish Pabrai
GMO: Are We Witnessing The Best Opportunity Set For Value Investors In The Past 20 Years
The Low Volatility Anomaly – Low-Volatility Stocks Have Higher Returns Than High-Volatility Stocks
Mohnish Pabrai: This Chinese Consumer Company Has The “Deepest Moat Imaginable”

