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5 Lessons From Michael Burry Lessons from Burry's early blogs to help you improve your investing process
Dr. Michael Burry is a value investor and founder of Scion Capital. He shot to fame in 2008 after becoming one of the first fund managers to bet against the subprime housing market, a story later told in the 2015 film "The Big Short." Read more...
Importance of ROIC: 'Reinvestment' vs 'Legacy' Moats Certain businesses have the advantages of a Legacy Moat but also opportunities to deploy incremental capital at high rates
I’ve talked a lot about the importance of the concept of return on invested capital (ROIC), and how it is a key driver of value in a business. Feel free to go back and read some of those posts here. In this particular post, the discussion is continued. This post is something new for BHI: it’s a guest post written by my good friend Connor Leonard (see his brief bio at the end of the post). Read more...
The Other Side of the Big Short Charlie Munger's lessons from the housing bubble
There have been a lot of discussions since the book “The Big Short” was published and the subsequent production of the eponymous movie. I haven’t read the book yet, but watched the movie and thoroughly enjoyed it. Read more...
Theory Versus Reality Why would Barron's highlight a mutual fund that has stunk up the joint in the 9 years since inception?
The June 27 issue of Barron’s has done it again. With thousands of fund managers to pick from, columnist Leslie Norton chose to spotlight Bruce Geller, CEO of Dalton Greiner Hartman Maher and the firm's GDKM All-Cap Value (DGHMX) mutual fund. Read more...
The Oracle Shared Insights on Making 50% a Year Managing Small Sums Buffett gives a specific answer to a KU student's question
Many of us are familar with Warren Buffett (Trades, Portfolio)'s confidence in making 50% a year if managing small sums. But less familar to us is how he would go about it because it is rarely discussed. Read more...
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Commentaries and Stories

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Whitman's Third Avenue Buys 3 Pharma Stocks in 3rd Quarter The Value Fund explained its reasons for buying Martin Whitman - Whitman's Third Avenue Buys 3 Pharma Stocks In 3rd Quarter
Third Avenue Management (Trades, Portfolio) reported owning three new stocks in the third quarter, all from the pharmaceutical sector. More...

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Value Partners Acquires High-Impact Holdings 8 new buys have impacts on portfolio that exceed 2% Value Partners - Value Partners Acquires High-Impact Holdings
Value Partners (Trades, Portfolio) invested in more than two dozen new holdings in the second quarter, and about one-third of those acquisitions had impacts of greater than 2% each on the portfolio. More...

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Stocks Higher After Debate Debate and economic data help market finish higher on Tuesday  - Stocks Higher After Debate
U.S. market indexes were higher on Tuesday. For the day, the Dow Jones Industrial Average closed at 18228.30 for a gain of 133.47 points, or 0.74%. The S&P 500 Index closed at 2159.93 for a gain of 13.83 points, or 0.64%. The Nasdaq Composite closed at 5305.71 for a gain of 48.22 points, or 0.92%. The VIX Volatility Index closed lower for the day at 13.05 for a loss of -1.45 points, or -10.00%. More...

U.S. FINANCIAL MARKET


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The Dollar Is Indeed Dying, but Not Next Week Although the ramifications against the dollar are uncertain, it’s best to prepare today  - The Dollar Is Indeed Dying, But Not Next Week
(By Clint Siegner, Money Metals Exchange) More...

DOLLAR, RENMINBI, CHINA, U.S., FEDERAL RESERVE NOTE, INTERNATIONAL MONETARY FUND, SPECIAL DRAWING RIGHTS


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IVA Funds Comments on Emerson Guru stock highlight
Well, Deere (NYSE:DE) is a much finer business. They are world-class. It's much more oligopolistic. The returns of capital over a full cycle dwarf I believe what they are with other fertilizer companies. Yes, the answer is that we've looked at both. There's a clear price at which we would love to own Deere. But, in the fertilizer space, and understand there's a proposed merger going on, we have found it difficult to find one company that truly has much lower costs than the other. In a commodity business, if you can find a company that structurally has much lower cost than another, it helps assure you that they will be a survivor if and when commodity prices are low, and then the company may in fact capitalize during times of low prices to maybe increase its market share position.So, we have not been able to identify, at least yet, a fertilizer company that really stands out in terms of quality and being lower cost than others. More...

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IVA Funds Comments on Emerson Guru stock highlight
Question: You hold Emerson Electric. It's always acquired a lot of companies over the years. Do you think it could be anything like a Valeant, who acquired a lot of companies over the years, or have some characteristics like that?Chuck de Lardemelle: No, not at all. Emerson (NYSE:EMR) has a very strong track record of making smart acquisitions, spending some Research and Development. Now, over the last few years, they've diversified into a business that they are now trying to spin off and making a number of acquisitions in uninterruptible power supplies/electronics. That vertical, if you will, has not worked out at all for Emerson, and they are going back to basics and spinning off or selling that division. The balance sheet is extremely strong, which is absolutely not the case of a Valeant.Emerson is in no position to hike prices and gouge clients. It's a very strong industrial company that is extremely well managed from an operational point of view, that has a More...

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IVA Funds Comments on Samsung Electronics Guru stock highlight
Moving on to another large position, Samsung Electronics (XKRX:000830) is up substantially from its lows this year, and therefore not as attractive as it used to be. However, the balance sheet is pristine, the company sells not too far from tangible book value, and we believe the semiconductor franchise is highly profitable and solid. As for the telecom handset franchise, well, I'm sure you'll remember Motorola, Nokia, Siemens, SAGEM, or Sony Ericsson handset businesses? Yes, they all went out of business.So, what do we see there? Why should it be different for Samsung Electronics? Well, SmartPhones today are computers; capital employed in the business is very low. Basically, Samsung simply assembles the mini-computers. It's a business model akin to the Dell business model, not to a Nokia. The industry has consolidated; through its scale, Samsung is able to achieve buying power and a low-cost position; and through the advanced manufacturing of display components and semiconductors, Samsung has an edge in More...

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IVA Funds Comments on Berkshire Hathaway Guru stock highlight
Next, Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) still sells at a discount to our estimate of its intrinsic value. We believe Buffett and his successors are likely to be able to compound at a reasonable pace, particularly due to the ability to buy listed or unlisted companies in their entirety. A few looming technological innovations, though may be tough for some of Berkshire's businesses: driverless cars would negatively impact insurance subsidiary Geico, while driverless trucks would be a large negative for the railroad business, Burlington Northern. If battery technology continues to improve, at some point the storage of electricity will make renewable energy a lot more competitive against traditional utilities, a risk for Berkshire Hathaway Energy.This conglomerate, however, is well equipped to deal with obsolescence: after all, Berkshire is quite unique in its ability to take cash flow from mature or declining business More...

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JPMorgan Increases Its Price Target for Netflix Leon Cooperman is among company's leading investors Leon Cooperman - JPMorgan Increases Its Price Target For Netflix
JPMorgan (NYSE:JPM) has increased its price target for Netflix (NASDAQ:NFLX) to $125 from $116. More...

PAY TV, INTERNET TV, COMMUNICATION SERVICES


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Canada's Best Dividend Growth Stocks for 2017 (and Beyond) This article examines the 3 best dividend growth stocks in Canada in detail Seth Klarman - Canada's Best Dividend Growth Stocks For 2017 (and Beyond)
(This is a guest contribution from The Financial Canadian.) More...

INTERNATIONAL, CANADA, DIVIDENDS, STOCKS


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10 Stocks John Rogers Keeps Buying Guru's repeat purchases in the last 2 quarters John Rogers - 10 Stocks John Rogers Keeps Buying
John Rogers (Trades, Portfolio) is the founder of Ariel Investment LLC, which he started in 1983. He is also a long-term Forbes columnist, writing a column called "Patient Investor." In both the first and second quarters, the guru bought shares in the following stocks. More...

ROGERS, TRADES, BUY


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Jim Simons Purchases Stake in Xactly Company has been gaining momentum while expanding customer base and subscription services Jim Simons - Jim Simons Purchases Stake In Xactly
Jim Simons (Trades, Portfolio) purchased a 438,900-share stake in Xactly Corp. (NYSE:XTLY) at an average price of $9.27 per share in the second quarter. Since the purchase, Xactly’s market price has soared, gaining an estimated 50%. More...

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Charles de Vaulx's IVA Funds Semi-Annual Update Call Transcript Discussion of the fund, the markets and holdings Charles de Vaulx - Charles De Vaulx's IVA Funds Semi-Annual Update Call Transcript
Tara Hannigan: Thank you. Good afternoon, and welcome to the Semi-Annual IVA Funds Update Call. We thank you for joining us this afternoon. I'm Tara Hannigan, the Director of Mutual Fund Distribution. Our goals on this call are to update you on the funds and share our current investment thinking. Our portfolio managers, Charles De Vaulx and Chuck de Lardemelle, will give you prepared remarks explaining what they're seeing around the world today, and then we will open the call up to questions. More...

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Influence of Macro Themes Beginning to Fade - William Blair Commentary By Thomas Clarke, partner, portfolio manager  - Influence Of Macro Themes Beginning To Fade - William Blair Commentary
Over the past year, the second stage of our investment process—understanding Why prices of markets and currencies differ from fundamental value—has been very influential in the setting of our strategy. As such, we have been maintaining a low-risk posture in order to keep our exposure to macro-thematic headwinds dampened. More...

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NVIDIA Is a Stellar Long-Term Investment NVIDIA’s long-term prospects look great and a pullback would make the stock very attractive  - NVIDIA Is A Stellar Long-Term Investment
NVIDIA (NASDAQ:NVDA) has taken a lead in the graphics processing market. In 2015, the company snatched a majority of the market share from its rival Advanced Micro Devices (NASDAQ:AMD). Moreover, the company has performed well this year due to the launch of its new GPU architecture, Pascal. More...

LONG, TECH


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Frank Sands Buys MercadoLibre Company is expanding its operations and has reported excellent financial results over the past decade Frank Sands - Frank Sands Buys MercadoLibre
Frank Sands (TradesPortfolio), CEO and CIO of Sands Capital Management, purchased a 377,115 share stake in MercadoLibre (NASDAQ:MELI) during the second quarter. The trade had a 0.02% impact on the  portfolio. Since the purchase, MercadoLibre has gained an estimated 44%. More...

BUY, ADD, PORTFOLIO, SANDS


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NXP Semiconductors Will Be a Winner Investors should not miss out on company's growth  - NXP Semiconductors Will Be A Winner
Many semiconductors stocks have been range-bound over the past 12 months. The likes of NXP Semiconductors (NASDAQ:NXPI) are down almost 20% from their 52-week highs, and have been trading in a pretty tight range for several months. More...

LONG, TECH


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The Undiscovered Connection: Value-Led Periods and Active Management - Royce Funds Commentary Small-cap performance patterns reveal surprising relationship Chuck Royce - The Undiscovered Connection: Value-Led Periods And Active Management - Royce Funds Commentary
By Steve Lipper, CFA, senior Investment strategist, managing director, & president, RFS More...

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Investors Reward Merck Despite Flat Revenue Growth Company showing resilience in face of patent losses and competition  - Investors Reward Merck Despite Flat Revenue Growth
Merck (NYSE:MRK), the fourth-largest health care company in the U.S., is going through the same problem that is plaguing all the top pharmaceutical companies around the world: declining revenue. Merck’s revenue in the first half of the current fiscal declined from $19.21 billion last year to $19.15 billion. More...

LONG


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Why Kroger Offers a Wide Margin of Safety for Investors There is still a lot of growth potential ahead for the retailer  - Why Kroger Offers A Wide Margin Of Safety For Investors
Of the top five retailers in the United States, Kroger (NYSE:KR) is the cheapest, trading at a mere 0.26 times its sales. Despite having annual revenues in excess of $100 billion and posting positive same store sales for so many years, the market has punished the retailer due to difficult market conditions and expectations that sales might suffer due to deflationary pressure sooner rather than later. More...

LONG, RETAIL, CONSUMER


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