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:
David Einhorn Buys Three New Stocks: These Are The Names And Theses (Q3 Letter)
David Einhorn's Greenlight Capital funds returned 5.9% in the third quarter of 2020, compared to a gain of 8.9% for the S&P 500 in the same period. This year has been particularly challenging for value investors. Growth stocks have surged as value has struggled. For Greenlight, one of Wall Street's most established value-focused investment funds, 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