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.
Bill Nygren: Book Value No Longer Useful Valuation Metric
Muddy Waters Research’s short report on ANTA
How To Crash-Proof Your Portfolio Now
Investor Biases Can Cause You To Miss Some Of The Best Opportunities
Debunking Myths About Stock Buybacks
Over 80% of world equity markets are in “deflation” and other important stats to watch for H2 [CHARTS]
Is The Market Peaking?
Ensuring Your Portfolios Benefit From Private Markets
DG Value Concentrated Up 13.7% YTD, 23.6% Annualized
How To Find Good Businesses
Micro-Cap Investing Is Like Quasi Private Equity Investing Which Provides Significant ‘early’ Investment Opportunities
BGC Notes: Alternative & Special Situations Value Investing – Verdad, Bluemountain And More
Value Isn’t Dead…It’s Misunderstood & Oversimplified
Factor Olympics 1H 2019
Finding Companies Below Their Intrinsic Value Today
3 Small-Cap Myths
The Warren Buffett Approach To Income Investing
Aswath Damodaran: Factor Based Investing Is An Extraordinarily Dangerous Game

