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Sunday, August 9, 2020

Value Investing

Everything ValueWalk knows about Value Investing, including the latest news, tips, features, ideas, value investors and images.

How Mohnish Pabrai And Charlie Munger Use A Checklist

How Mohnish Pabrai And Charlie Munger Use A Checklist - also see Checklist manifesto and the book  The Checklist Manifesto "Too Much Plane for One Man...
Life Insurance

Insurance Sector: Who’s Zoomin’ Who

Should the insurance sector be left for dead, or is there any semblance of value beneath the multi-layered COVID-19 ruble? Q1 2020 hedge fund letters,...
Berkshire Hathaway Warren Buffett

What was the fee structure of Warren Buffett’s first investment partnership started in 1956?

Buffett Associates, Ltd., started on May 1, 1956, with seven limited partners, all of whom were close family and friends, began with $105,000 not...
Sohn Investment Conference

24th Annual Sohn Investment Conference Unveils Top Line-Up

Investors David Einhorn, Jeff Gundlach and Larry Robbins are a few of the distinguished speakers who will present at the 24th Annual Sohn Investment...
Quality Shareholders Buffett Tech Gruesome Stocks buffett bank stocks Berkshire Hathaway 2020 Annual Meeting Warren Buffett top 10 largest holdings

Warren Buffett: Why We Didn’t Repurchase Our Shares When They Were Relatively Cheap In...

Here’s the entire video of the 2020 Berkshire Hathaway Annual Meeting. One of the questions Warren Buffett was asked was why he didn’t repurchase...
Dan Loeb Q2 Growth Opportunities Nestle Dan Loeb ashley madison Daniel Loeb third point capital hedge fund manager activist investor poison pen activism Yahoo corporate governance famous investors

Third Point 1Q20 Investor Letter: “Dismayed” that Fed is buying “fallen angels” and ETFs

Third Point letter to investors for the first quarter ended March 31, 2020, discussing their structured credit portfolio. Q1 2020 hedge fund letters, conferences and...
Saber Capital

Saber Capital 2018 Year-End Review And 1Q19 Update

Saber Capital Management letter to investors for the first quarter ended March 31, 2019. Dear Investment Partner: As you know, Saber Capital Management is in the...
Market Risk Premium

Market Risk Premium & Risk-Free Rate Used For 41 Countries In 2015

Discount Rate (Risk-Free Rate And Market Risk Premium) Used For 41 Countries In 2015: A Survey by SSRN Pablo Fernandez University of Navarra - IESE...

Bizarre? “Michael Burry is focusing all of his trading on one commodity: Water”

Bizarre? "Michael Burry is focusing all of his trading on one commodity: Water" The 88th Academy Awards will be held this Sunday (February 28th) at 8:30PM. Over...
Kelly Criterion Model

Investing With Kelly

In the summer of 1955, America was captivated by a new television quiz show called “The $64,000 Question.” 85% of all viewing audiences tuned...
investing beliefs

Five Core Stock Market Investing Beliefs

I wished to share the fundamentals of this investing channel by sharing my 5 core stock market investing beliefs: Q1 2020 hedge fund letters, conferences...
Value Investing Dead

Is Value Investing Dead? The Buffett Value Way Will Never Die

What is value investing and is value investing dead? Whether value investing is dead depends on the definition you have. If you look at...
Seth Klarman

Seth Klarman – Margin of Safety – Trading Sardines and Eating Sardines

One of our favorite investors at The Acquirer’s Multiple is Seth Klarman. Klarman wrote one of the best books ever written on investing called Margin...
low for the S&P 500 GGive investment advice Coronavirus Panic Tilray Tesla Model Y SUV Unveiling National Socialist Movement

Whitney Tilson Doing The Heavy DD On Amazon, Asks Is Jeff Bezos Taking Testosterone?

A friend of Whitney Tilson comments on Jeff Bezos being on TRT: "I think you can find an almost identical comparison with Elon Musk...
Hayden Capital

Hayden Capital 4Q18 Commentary: Carvana Memo

Hayden Capital commentary for the fourth quarter ended December 31, 2018, and Carvana memo. Dear Partners and Friends, The past few months were tough on our...