This lecture is a review of a Great Investor’s Course on Value Investing and Special Situation Investing.
You can read it on a stand-alone basis and for review. Really diligent students can download the financials of the companies mentioned in this lecture to see if they agree or disagree with the analysis of the students. You can also learn about the thought process of experienced investors. There is gold in these pages!
48 pages of value investing contained in this document:
Relying On Old-Fashioned Stock Picking, Lee Ainslie Reports His “Strongest Quarter” Ever
Lee Ainslie's Maverick Fund USA enjoyed its "strongest quarter in the fund's history" during the three months to the end of June. According to a copy of the firm's second-quarter letter to investors, which ValueWalk has been able to review, Maverick Fund USA gained 18% in the second quarter. Following this performance, the fund was Read More