Many email subscribers miss out on a lot because they only are subscribed to value investing news and not business news. In general, business news has to do with topics more breaking in nature (whereas value investing could be a new Ben Graham article discovered from the 1950s), but we cover a lot of value news ie investment conferences, hedge fund letters, activism, stock related write ups. In the future we hope to have more options but for now we recommend subscribing to both categories (which can be updated here). Below is some stuff you may have missed and might want to check out.
Value Investing News wrap
See Baupost Group’s latest purchase; our notes from Invest For Kids, Ira Sohn London and Great Investors’ Best Ideas (GIBI) Investment Symposium from this past week; Lots of interesting articles about market valuation from a variety of perspectives.
DG Value Surges On Recovery Plays
According to a copy of the firm's February investor update, Dov Gertzulin's DG Value Partners returned +4.48% net for the month of February, which ValueWalk has been able to review. Q4 2020 hedge fund letters, conferences and more Following this performance, the firm has returned +8.32% net for the year to the end of February. Read More