
value investing


letters
GDS Investments December 2024 Commentary

strategies
Intrinsic Value

conferences
German Billionaire Value-Investor Norman Rentrop On How AI Will Change The Future Of Value Investing

strategies
To Hell With Herd Mentality – Broyhill Asset Management

strategies
Cliff Asness: Value Investing Opportunity Remains Attractive, Here’s Why

conferences
Patient Capital’s Samantha McLemore on Why Classic Value Investing Is Dead

conferences
David Einhorn: Value Investing Industry Is Dead And Its The Best Time To Be A Value Investor! [Slides 2024 Sohn NY]

strategies
When To Sell a Stock According To Bill Ackman: Part III

strategies
Warren Buffett On When To Sell A Stock: Part II

strategies
When To Sell a Stock According To Benjamin Graham

letters
Generation PMCA 4Q23 Letter: “Value Or Vile”

education
Warren Buffett: How To Find Good Managers

foundations
Charlie Munger: This Is How Fund Managers Should NOT Behave

strategies
Is There Still a Value Effect?

strategies
Early Warren Buffett Interview From 1974 on investing tips

strategies
Warren Buffett: The Biggest Mistakes Are “Mistakes Of Omission”

strategies
Warren Buffett’s 10% Hurdle Rate With Investments

strategies
Warren Buffett On Asset Light Vs. Capital Intensive Businesses
