Monday, August 21, 2023

These Were Venture Capitalist John Doerr’s Favorite VC Firms In 2021

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These Were Venture Capitalist John Doerr's Favorite VC Firms In 2021 Hedge FundsMany well-known investors donate millions of dollars to charities every year, and some also do so through their own foundations. Venture capitalist John Doerr of Kleiner Perkins is one of those who have established a foundation to distribute their millions, and we can get an idea of which fund managers he trusts the most by […] read more
Why Buffett Has Always Avoided Debt Warren Buffett made the bulk of his wealth after his 70th birthday. Even though he started investing and building businesses when he was a teenager, it's the last 20 years that have really counted. Buffett has benefitted from the miracle of compound interest. All the hard work, the little wins have compounded year after year […] read more
Klarman Continues To Reduce Baupost's Equity Exposure In Q2 Seth Klarman's Baupost made some notable changes to its portfolio in the second quarter. According to the hedge fund's latest 13F report, Baupost continued to sell down some of its most significant holdings, although it also boosted and acquired some more minor positions. More importantly, Baupost's latest 13F shows the hedge fund has continued to […] read more
Alluvial Fund July 2023 Performance Update Alluvial Fund performance update for the month ended July 31, 2023. Q2 2023 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 5.0% in July, compared to 6.1% for the Russell 2000 and 4.8% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 136.8% compared to 60.7% for […] read more
Corvex Select Equity, Up 20.5% YTD Discusses Top Holdings [Exclusive] The Corvex Select Equity fund is up 20.5% net for the year to the end of July, according to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review. The largest contributor to the long/short equity fund's performance in the second quarter was a new holding, Catalent. This company played […] read more
Buffett Books Profits On Short-Term Trades In Q2 Warren BuffettBerkshire Hathaway made some interesting changes to its giant equity portfolio in the second quarter of 2023, giving us an insight into the sectors and industries its managers believe are cheap (or at least undervalued). Investors and analysts often confuse the moves Berkshire makes as an indication of the views of the conglomerate's legendary CEO, […] read more
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