My friend Amit Wadhwaney, whom I have now known for almost a decade, and who until recently was Portfolio Manager with Third Avenue Managment, delivered an excellent talk to my students in MDI. Here is the link to the video:
And a link to his slides:
Lee Ainslie's Maverick Capital had a difficult third quarter, although many hedge funds did. The quarter ended with the S&P 500's worst month since the beginning of the COVID pandemic. Q3 2021 hedge fund letters, conferences and more Maverick fund returns Maverick USA was down 11.6% for the third quarter, bringing its year-to-date return to Read More
Amit Wadhwaney learned value investing from his teacher Marty Whitman— the legendary value investor who founded Third Avenue Management and who has authored many excellent books on value investing. My favourite is “The Aggressive, Conservative Investor“. Marty sent me a signed copy of this marvellous book in mid 1990’s when I had written to him as a student.
Via Fundoo Professor
The Amit Wadhwaney Lecture