July 27th, 2010 by jwolinsky
First off a big hat tip to Market Folly for giving me the idea, and the content for this article (this post will also be a permanent page of Value Walk on the top menu bar under books). I cannot begin any article about Seth Klarman without stating he is one of the best investors [...]
July 25th, 2010 by jwolinsky
Hat tip to Market Folly for the find. Daniel Seth Loeb is founder of Third Point LLC, a New York based hedge fund managing over $5.5 billion in assets Loeb is well known in the financial world for writing public letters in which he expresses disapproval of the performance and conduct of other financial executives. [...]
June 30th, 2010 by jwolinsky
Li Lu’s lecture at Columbia university was recently posted on the site by Ravi or rationalwalk and myself. It turns out Li Lu recently gave another lecture at Columbia in April 2010. Thanks to my friend David Hui Lau of http://dahhuilaudavid.blogspot.com/ for this find. I will post the beginning of the transcript here with a [...]
June 23rd, 2010 by jwolinsky
Seth Klarman is rarely a man in the spotlight. In addition, he is one of the best value investors ever. Therefore, it is always interesting when there are articles about Klarman in the press. Recently Bloomberg had an interesting article about Klarman’s investment style, and how he managed his hedge fund through the financial crisis. [...]
June 19th, 2010 by jwolinsky
Guest post by Larry Harmych of intelligentinvestors.org While I am sure many of you have heard of Philip Fisher, how many actually recognize the name Kenneth Fisher? My guess is Ken will always be hidden, to a large extent, in his father’s shadow. For us this is a good thing because his method of investing [...]