Bill Browder On Emerging Markets

value investing from graham to buffett and beyond
Bruce Greenwald

I just found this great hour plus long video by a guest lecturer teaching Bruce Greenwald’s class. The person speaking is Bill Browder (more info about the video below) he discusses emerging market investing.

The story of how Russia investor Bill Browder — well-known for investor activism and pushing for governance reforms in Russia — came to clash with Russia’s business elite is a fascinating study in the challenges of operating in the post-Soviet economy, and held many lessons for those interested in exploiting the opportunities of emerging markets. Hosted by the International Development Club, Columbia Investment Management Association, and the Club of Emerging Europe at Columbia Business School, Mr. Browder, in conversation with Professor Bruce Greenwald, discussed what he learned from his experiences in Russia, and what he sees as the future of emerging market economies more broadly.

Einhorn’s FOF Re-positions Portfolio, Makes New Seed Investment In Year Marked By “Speculative Exuberance”

david einhorn, reading, valuewalk, internet, investment research, Greenlight Capital, hedge funds, Greenlight Masters, famous hedge fund owners, big value investors, websites, books, reading financials, investment analysis, shortselling, investment conferences, shorting, short biasIt has not just been rough year for David Einhorn's own fund. Einhorn's Greenlight Masters fund of hedge funds was down 3% net for the first half of 2020, matching the S&P 500's return for those six months. In his August letter to investors, which was reviewed by ValueWalk, the Greenlight Masters team noted that Read More