Value And Special Situations Investor Discusses His Favorite Books


Value Investor and special situations investor Joe D’Ambrosio, CIO at Ibis Management LLC, discusses his favorite books and resources for generating investment ideas. Two of his favorite books on special situations, Seth Klarman’s Margin of Safety and Joseph W. Cornell’s Spinoff to Payoff.

The video is embedded below:

GrizzlyRock: Long Thesis For This European Travel Company [Q1 Letter]

TravelGrizzlyRock Value Partners was up 16.6% for the first quarter, compared to the S&P 500's 5.77% gain and the Russell 2000's 12.44% return. GrizzlyRock's long return was 22.3% gross, while its short return was -2.9% gross. Compared to the Russell 2000, the fund's long portfolio delivered alpha of 10.8%, while its short portfolio delivered alpha Read More

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