How Buffett Made Money From “Workouts”

The Ignored EV Story Few Investors Know About Lithium may grab all the headlines, but the average electric vehicle requires 146 pounds of the mineral graphite. With no producing graphite mines in North America, the U.S. government is desperate for more domestic sources of the metal to feed the EV battery supply chain. See why "Made in America" graphite should be on every investor's radar

How Buffett Made Money From "Workouts"

In the early years of the Buffett Partnerships, Warren Buffett made a lot of money for his investors by buying "oil and gas producing companies." But he wasn't buying any old oil and gas companies. He was acquiring shares in businesses in the process of selling themselves to a larger competitor. These situations fell into […] Read On »

New: Joel Greenblatt Shares His Earliest Lessons On Investing – What He Learned From Graham And Buffett

In the years leading up to and since the dotcom bubble, the markets have gone through a few different regimes, with different companies outperforming at different times. Last year marked a particularly challenging year for many investors, which may have caused some to head for the hills. However, it's generally not a good idea to […] Read On »

Peter Lynch On Why It's Important To Do Your Own Research

Peter Lynch is one of the greatest growth investors of all time, and his book, One Up On Wall Street, is required reading for all investors. It's particularly important for value investors to read this seminal text on growth investing because it gives the other side of the equation. It highlights some of the benefits […] Read On »

146 Pounds of Graphite Needed for Each EV Graphite - not lithium - is the largest component of lithium-ion batteries used in electric vehicles. That's why 97 more graphite mines will be needed by 2035 just to keep up with battery demand for the $7 trillion EV market. See who could benefit from skyrocketing graphite demand

How A Young Buffett Learnt Diversification Doesn't Pay

If you read through the early letters of Warren Buffett's partnerships, it becomes quickly apparent the young investor wanted to get rich and wanted to do so quickly. When he was buying securities for the partnerships, he never did anything by halves. If he found an excellent opportunity, he would move quickly and with conviction […] Read On »

Mohnish Pabrai On The Power Of Saying 'No'

Saying "no" to both stocks and invitations is one of the most important lessons investors should learn according to Mohnish Pabrai. Pabrai made this statement as part of a webcast Q&A session with students at the London Business School in mid-June. Answering a student who asked him how he structured his day, Pabrai responded by […] Read On »

Trident Fund LP May 2023 Performance Update

Trident Fund LP performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more The Trident Fund LP GM, GME, and GME4 share classes returned +0.4, +0.5, and +0.9 percent, respectively, in May, and the fund is -3.4, -5.5, and -16.0 percent net for 2023. Please click here for the  Read On »

Bowlero is Quietly Cornering The Bowling Market

Key Points Bowlero is the world's largest 10-pin bowling center operation, with 329 locations. Bowlero owns the Professional Bowlers Association (PBA), the top governing league for bowling. Fox Sports has… Read On »

Can Chegg's AI Pivot Save It From Disruption?

Key Points Chegg is one of the biggest consensus "AI losers," or companies that will be negatively affected by AI developments. The stock declined nearly 50% after its most recent… Read On »

Enovix: A Rising Power In The Lithium-Ion Industry

Key Points Enovix has experienced an impressive turnaround, with its stock up over 100% since the January low. The company is strategically expanding its capabilities and presence in Asia. Analysts… Read On »

TrueCar Scrambles With Management Shake-up, Workforce Reduction Ahead Of Shareholder Meeting

Sacking the CEO and at least 100 others may be viewed as last ditch effort to turnaround underperforming TRUE stock Shares of online vehicle listing platform TrueCar (NASDAQ:TRUE) are surging… Read On »

Broke And Fake - How Some People Are Selling Fake For Their Own Profits

In a world that constantly bombards people with images of wealth and success, it's no wonder to feel the pressure of presenting a facade of wealth. Many people believe that… Read On »

What Rights Do Merchants Have When Dealing With Chargebacks?

In the virtual and cashless eCommerce environment, credit card transactions require blind and mutual trust between the buyer and seller. Unfortunately, things don't always go smoothly, leading to transaction disputes… Read On »

'AI' Searches Rocket To The Highest Point In History

Search interest in 'AI' has more than doubled since the beginning of 2023, jumping from 17 million searches in January to 42 million in May Google Trends data reveals 'AI'… Read On »

How Government Spending In Response To The Pandemic Affected The Overall Economy - And What Happens Now

During the darkest hours of the global coronavirus pandemic, the US government spent $3 trillion to help rescue the country's — and, to some extent, the world's — economy. The… Read On »

Grocery Bills Are Two Thirds Higher Than Last Year

New findings reveal that food plans created by the U.S. Department of Agriculture expect Americans to spend 71% more on groceries than last year A single 'thrify' person should be… Read On »

What Is And How To Utilize The Employee Retention Credit

In terms of challenges, there were few as unexpected and damaging as COVID was for businesses. Industry was booming and many risks were made with the expectation of that continuing.… Read On »

Still want more? Value Walk

You are getting this email as you're subscribed with this address: kroncheez@gmail.com. UNSUBSCRIBE | PRIVACY POLICY © 2011-2023 VALUEWALK LLC. ALL RIGHTS RESERVED