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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.
Barclays: It’s Time To Buy Value In Europe Again As Valuations Near GFC Lows
Jensen's Investment Thesis – Waters Corporation (WAT)
Risk Parity Market Environment About To Change, Trump Volatility Will Return: BAML
Where Would Late Great Stock Guru Ben Graham Invest?
If You Believe In Falling Basic Health Care Costs Go Long…Yemen?!?
Sequoia Fund: Ruane, Cunniff & Goldfarb Investor Day 2016 [Transcript] "We viewed Valeant as a fundamentally healthy company coming out of 2014"
St. Jude Medical, Inc. (STJ): Still Non-Secure – Muddy Waters
Investment Banks In Danger As Robots Winning Current War: BAML
Denali Investors 2Q16 Investor Letter
Want To Know The Future Of Herbalife And Other MLMs? Look No Further Than The Facts
Sandell: Separating BEF Foods And Bob Evans Restaurants
Commerzbank: ECB Negative Interest Rates Hurt More Than Migrants
Author Interview: The Book Of Value [Pt. 1]
Boyar Value Group 2Q Letter – Some Thoughts About The Market
Amazon.com, Inc. (AMZN) – Why Does Jeff Bezos Gets Special Treatment?
We live at a time where the unthinkable has become common
Pershing Square Holdings 2016 Semiannual Report
Greenlight Masters H1 Letter: We Worry About Distortions Which Have Bid Up "Uber and uber-safe assets"

