Recent Walter Schloss Presentation All About Ben Graham
Someone posted this great presentation by Walter Schloss on scribd. The presentation gives a bio of Schloss but you can … Read more
Technology
Everything ValueWalk covers about Technology, including the latest news, tips, rumors, features, tech guides.
Against Risk Parity
Many investment ideas are promising so long as few do them. Yes, there is an opportunity, but it is limited. … Read more
Industry Ranks February 2012
Industry-Ranks-2-2012 I’m working on my quarterly reshaping — where I choose new companies to enter my portfolio. The first part … Read more
How does ETF affect Trading Volume and Volatility?
The extent to which exchange traded funds have been responsible for fluctuations in the underlying stocks that make up the … Read more
Boys and Girls Harbor Conference Performance Data
Special thanks to Bill Ackman, Maneet Ahuja and Mark Axelowitz for arranged the conference. The conference opened up with the following … Read more
China has no Intention to ‘Buy Europe’
Trying to assuage concerns over growing Chinese investment in debt-stricken eurozone economies, Chinese Premier Wen Jiabao, speaking at a German-China … Read more
U.S. Jobs Report Gives Global Economy Reason to Cheer
With Friday’s better than expected jobs numbers and unemployment figures nearing three-year lows at 8.3 percent, it was a jolt … Read more
Stephen Raneri: Bullish on DST Systems, Inc
Stephen Renerai just started a fund called LionEye Capital Management. Bill Ackman recommended investing in the fund. DST provides software … Read more
Boaz Weinstein Short Banca Monte Despacio, Long Italian Sovereigns
Bill Ackman described Weinstein as the smartest person in credit. Boaz Weinstein Saba Capital, started in 2005, and manages over … Read more
Bill Ackman Created a New Company! Justice Holding Limited
As per the company website: Justice is a publicly listed investment vehicle which completed its IPO in February 2011. Its … Read more
William Danoff, PM of Fidelity’s Contra-fund, Bullish on Noble
Bill Ackman introduced the speaker and noted how hard it is to run a mutual fund with large assets under … Read more
Auto Sales Accelerate….Will Employment Follow?
Below is the correlation between auto sales and employment. Note auto sales lead employment by roughly 2-3 months. Now, when … Read more
Fairholme’s 2011 Results Show the Risk of Concentrated Positions in Hard to Value Businesses
The performance of the Fairholme Fund (FAIRX) and manager Bruce Berkowitz and his comments in his annual letter have been … Read more
Blackstone Reports Drop in Profits
The world’s largest private-equity firm, Blackstone Group LP (BX), reported a decline of 12% in fourth-quarter profit owing to a … Read more
Bernanke Speaks Before House Budget Committee, Says Economy Improving
On Thursday, Federal Reserve Chairman Ben Bernanke spoke before the House Budget Committee in Washington. He said the economy is … Read more