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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.
Yes, You Can Build A Portfolio That Gains From Disorder
The Finance Curse With Nicholas Shaxson
GrafTech International: Why This Pabrai Favorite With A Strong Moat Could Be A Great Buy Now [In-Depth]
Crescat Capital: China Is Running A Banking Ponzi Scheme
Markel Corp. Equity Portfolio
Now is the time to think like a business owner, not a trader: JDP
Bill Ackman’s Meltdown Comes As Pershing Square Outperforms
Seth Klarman’s “False” Lessons Of 2008
Trade Of The Century With Crescat’s Kevin Smith And Tavi Costa [In-DEPTH]
Global Equities: Generational Buying Opportunity Emerging
Iron Mountain’s 8.3% Yield: Price Plunge Tips Risk-Reward Favorably
400 Capital Management’s Credit Opportunities Fund: Here’s What This Hedge Fund Giant With A 12.8% pa Return With 2.2 Sharpe Is Doing
Charlie Munger on how to get better outcomes than you deserve
Who even remembers the S&P 500 declined 20.2% in Q4 2018? As of last Friday, that is the same amount the S&P 500 has declined in the last month
Long Time Bearish Value Hedge Fund Says Time To Look For Sales
Starvine Capital Letter: Value Thrashed And Due For A Rebound
A Look Back At Warren Buffett’s Best and Worst Oil & Gas Investments
The Benefits Of Developing In Java
