Article by Vintage Value Investing This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! *Last updated on 4/16/18 Hello! Welcome to the Q1 2018 list of hedge fund letters and reports! Learn from […]
Author: VintageValueinvesting
Jimmy John’s & Warren Buffett’s 10 Rules
Article by Vintage Value Investing I was in Jimmy John’s the other day grabbing a sandwich for lunch and I noticed something funny. On one of the walls, there was a plaque with the title “Warren Buffett’s 10 Rules.” Warren […]
My 5 Biggest Takeaways From The 2017 Berkshire Hathaway Letter To Shareholders
Warren Buffett released the 2017 Berkshire Hathaway Letter to Shareholders on Saturday (read it here). Here are my 5 biggest takeaways from the letter: Check out our H2 hedge fund letters here. 1. Impact of tax reform Warren Buffett opens […]
Q4 2017 list of hedge fund letters
Editor’s note – we have a lot more here check it out This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! *Last updated on 2/12/18 What’s up, what’s up! Welcome to the Q4 […]
The Best Stock Screeners
There are thousands and thousands of companies in the world, but only a few of them actually make for good investments. It can be hard to determine which stocks are the right ones. Stock screeners, however, can significantly help us […]
Howard Marks Shares His Thoughts On The Stock Market In 2018
Howard Marks is one of the world’s most well-known value investors. He co-founded Oaktree Capital Management, wrote the great investment book The Most Important Thing, and his periodic memos are almost as highly regarded as Warren Buffett’s own Berkshire Hathaway Shareholder Letters. “When I see memos […]
Bitcoin Equals Beanie Babbies?
If you invested in the markets circa 1999, it is hard to observe the Bitcoin mania and not experience the feeling that you’ve seen this movie before and know how it will end – in losses and tears. The internet […]
Value In 2017 – What Worked On Wall Street?
Price to Earnings and Price to Book ratios provided the best indicator of higher returns in 2017. Price to Cashflow and FreeCashflow were the factors to avoid, although returns were still positive. Value ratios are best used to compare stocks […]
Chess, Tulips, And Loss Aversion: The Psychology Of Risk And Reward
There is no denying that humans like to takes risks at times, especially when there is a reward waiting for us at the end of it. Yet, every time we step out of our comfort zone our brain tells us […]
GARP Strategy Latest Picks
We detail the performance of our GARP trading strategy over the last 3 months. The strategy has returned 11.5%, a 4% out-performance of its S&P 500 benchmark. We document how the strategy works and examine the risks we are taking […]
