As we reported yesterday, Loeb is up 3.1% for the first quarter of 2014.
— ValueWalk.com (@valuewalk) April 1, 2014Why The Term ‘Value Investing’ Is Redundant
What does value investing really mean? Q1 2021 hedge fund letters, conferences and more Some investors might argue value investing means buying stocks trading at a discount to net asset value or book value. This is the sort of value investing Benjamin Graham pioneered in the early 1920s and 1930s. Other investors might argue value Read More
Einhorn article is more exciting for those interested its here
Long ago we stopped posting the monthly returns as formal articles, because Loeb started excluding a lot of interesting info, but below you can find a short breakdown of portfolio positioning.
Stay tuned for Loeb’s Q1 2014 letters likely out in the next few days. Sign up for our free newsletter to ensure you do not miss our coverage.