Buffett, Berkshire, Blue Chip and Bad Businesses

Buffett, Berkshire, Blue Chip and Bad Businesses

In Spring 1991, as part of a series of lectures to students of the Notre Dame University, Warren Buffett made an interesting statement. When discussing the sort of businesses that make suitable long term investments, Buffett warned students away from "some of the businesses I've been involved with like trading stamps." If you're looking for […] Read On »

Odey Asset Management Responds To Sexual Harassment Allegations Against Crispin Odey

The hedge fund industry was rocked this week by shocking allegations lodged against Crispin Odey, initially reported by the Financial Times. Odey Asset Management is now under investigation after 13 women accused Odey of sexual assault, harassment and creating a toxic work environment. Odey Responds To Allegations Odey Asset Management has now issued a letter […] Read On »

How The Buffett Partnerships Used Leverage To Boost Returns

When Warren Buffett was managing his early investment partnerships, he put the investments in the partnerships into three different buckets. There were the so-called "generals," traditional value investments where the partnership had no controlling interest or much influence over the outcome. According to his early letters to partners, these accounted for the most significant percentage […] Read On »

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These Are Seth Klarman's Favorite Hedge Funds and PE/VC Funds [EXCLUSIVE]

Many of the wealthiest and most well-known hedge fund managers donate to charity from their billions, and Baupost chief Seth Klarman is among them. In fact, he was the only donor to give over $5,000 in 2021, personally donating $25 million to The Klarman Family Foundation that year, according to the organization's 990-PF filing for […] Read On »

How Activism Jump-Started Returns At The Buffett Partnerships

When Warren Buffett was managing his early investment partnerships in the 1950s and 60s, he sought deeply undervalued securities for his portfolios. This approach is commonly referred to as deep value investing, although I believe characterizing the young Buffett's style as value is a mistake. More often than not, Buffett took controlling positions in businesses […] Read On »

Joel Greenblatt Details His Best Ever Investment

You can find part one here. After discussing his thoughts on the outlook for value investing, Greenblatt is asked to explain how his investment style has developed over the years. Q1 2023 hedge fund letters, conferences and more If you're looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk's […] Read On »

Hooker Furnishings Discount To Book, A Value Play?

Key Points Hooker Furnishings has managed to escape the retail industry challenges, where inventory disruptions and mixed demand cycles have dragged virtually every stock in the sector lower. Outperforming other… Read On »

REV Group Shifts Into High Gear: Double-Digit Upside Ahead

Key Points REV Group overcomes supply chain issues and reports a game-changing quarter. The guidance was raised and lifted the stock by double digits. A move above critical levels may… Read On »

Can Kirkland's Cycle Pick Up Again? Earnings May Have An Answer

Key Points Despite contractions felt in the real estate market, affecting sub-industries reliant on it, Kirkland's presents a near 100% value proposition in the home furnishing industry. The company's first… Read On »

Here's Why Carvana Investors Should Take a Cautious Approach

Despite a blistering performance for CVNA stock, it's critical to look under the hood Embattled online auto dealership Carvana (NYSE:CVNA) appears at first glance to have substantively turned a corner.… Read On »

Billionaires Don't Save For Retirement; Here's Why

The first thing that people think about when planning for the future is securing an income post-retirement. Going from the comfort and stability of regular monthly salaries to depending on… Read On »

Warning: Get Out Of FAANG Now

Did "FAANG" stocks resurrect from the dead? Giant tech stocks got crushed last year. But Facebook (NASDAQ:META) has doubled since January. Apple (NASDAQ:AAPL)… Amazon (NASDAQ:AMZN)… Netflix (NASDAQ:NFLX)… and Google (NASDAQ:GOOGL) each jumped at least 20% this… Read On »

Donald Trump Indictment: Here's What We Know So Far

Former US President Donald Trump has been indicted on charges of mishandling classified documents. Donald Trump indictment stems from the federal investigation into his handling of sensitive government documents after… Read On »

PKEY Mini Electric Screwdriver Review

Screwdrivers have become one of the most ubiquitous handheld tools around the world, an easy-to-use, and functional tool that enables any person to loosen or fasten devices in and around… Read On »

The Impact Of Solar Panels On The Price Of Rental Real Estate

The real estate market has been a competitive market that fluctuates regularly. While investors focus on opportunities to find the best locations and houses in set areas, some investors aim… Read On »

S&P 500 Embraces The Sharp Jump In Unemployment Claims

S&P 500 and risk assets embraced the sharp jump in unemployment claims, and both 3m and 6m yields solidly declined. I don't think Powell would rock the boat next week,… Read On »

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