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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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Twitter Considering Buyout Numerous companies interested in a buyout of Twitter  - Twitter Considering Buyout
Google (NASDAQ:GOOGL), Salesforce.com (NYSE:CRM) and Disney (NYSE:DIS) are potential bidders for Twitter (NYSE:TWTR). The social media company has reportedly begun searching for bidders after revenue has been trending lower, specifically from lower ad revenue. Analysts are also skeptical of the companies attempt to rebrand with new broadcasting efforts targeting sports organizations such as the NFL. More...

TECHNOLOGY


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Presidential Debate a Factor for the Market This Week Market lower before presidential debate.  - Presidential Debate A Factor For The Market This Week
U.S. market indexes were lower Monday. More...

U.S. FINANCIAL MARKET


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Value Conference Speakers' Stock Recommendations Return 8.5% - More Than Twice S&P 500 Another reason to attend next year's conference  - Value Conference Speakers' Stock Recommendations Return 8.5% - More Than Twice S&P 500
It should come as no surprise that the best ideas from a group of renowned professional investors would take off. Checking in on the stocks recommended at last year’s value conference proves they not only gained on average, but substantially outperformed the S&P 500 index. More...

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Newmont Determined to Acquire Barrick's Stake in the Super Pit Barrick's investors should not panic about Veladero  - Newmont Determined To Acquire Barrick's Stake In The Super Pit
The Denver Gold Forum in Colorado Springs from Sept. 18 to Sept. 21 was an opportunity to ask Gary Goldberg, CEO of Newmont (NYSE:NEM), about the status of two transactions. One transaction should see Newmont becoming the sole owner of Kalgoorlie mine in Australia by acquiring the other 50% from Barrick Gold Corporation (NYSE:ABX). The second one should see Newmont completing the sale of its 48.5% economic interest in its Indonesia operations, Batu Hijau, to PT Amman Mineral International for up to $1.3 billion. More...

GOLD, MINING, NEWMONT,BARRICK


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Gurus Invest in Undervalued Retail Companies Low EV ratios increase value potential Joel Greenblatt - Gurus Invest In Undervalued Retail Companies
Throughout the second quarter, several gurus have added to their positions in retail companies. Two apparel & specialty companies, eBay Inc. (NASDAQ:EBAY) and Gap Inc. (NYSE:GPS), are currently undervalued based on valuation and enterprise value ratios. This suggests that the retail industry offers good short-term investing opportunities. More...

JOEL GREENBLATT, EDWARD LAMPERT, STEVEN COHEN, RAY DALIO, FIRST EAGLE ADVISORS, PRIMECAP MANAGEMENT


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Tom Russo's 1st Quarter Semper Vic Partners Investor Letter Review of holdings and economy Tom Russo - Tom Russo's 1st Quarter Semper Vic Partners Investor Letter
Tom Russo will be a speaker at the 2017 GuruFocus Value Conference. Don't forget to get a ticket before they sell outMore...

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Tom Russo Comments on MasterCard Guru stock highlight
MasterCard (NYSE:MA) shares have suffered during the first half of 2016 in part as a reaction against all the global disruption ongoing in financial markets and global political corridors. Terrorist bombings throughout Europe slow travel and slow cross-border transactions, the growth of which had over the past decades fueled growth in interconnect revenues. Decline in consumer confidence also pressures revenues and growth in gross dollar volumes billed. More...

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Tom Russo Comments on Wells Fargo Guru stock highlight
Third, some of our portfolio companies are using the post-Brexit period to take advantage of opportunistic moves. For instance, in the weeks following Brexit, Wells Fargo (NYSE:WFC) announced that they revised plans to rent space in a soon-to-open modern office building. They had envisioned renting in this building to house a growing cadre of employees located remotely throughout London in a cluster of random sites. The new location promised to bring under one roof all existing professionals and to allow for expansion of bank professionals overseeing their not-inconsiderable United Kingdom-based loan portfolio. Soon following news of Brexit, Wells Fargo revised their rental plans and purchased the building outright. Uncertainty offers opportunities of which well-positioned companies like Wells Fargo, supported by the strength of their home currency, were able to take advantage. More...

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Tom Russo Comments on Compagnie Financièr Richemont, SA Guru stock highlight
The main contributor to first-half declines for Semper Vic Partners came from Compagnie Financièr Richemont, SA (XSWX:CFR). Richemont suffers from adverse investor sentiment over negative trends in Swiss watch sales. Pressure comes on such sales from crackdowns from Chinese officials to police recently abundant corrupt practices relating to gifts given for influence. Pressure comes as well from perceived threat from connected watches (cf., Apple Watch) which threatens to capture attention of millennials, formerly targeted by Swiss watch makers. I believe such fears are exaggerated and watch sales will recover to a successful level (albeit likely less than the frothy recent past levels of activity). I believe year-to-date declines in share prices of both Richemont and Swatch fail to adequately value their enormous respective collection of leading luxury jewelry maisons, Cartier and Van Cleef & Arpels for Richemont and Harry Winston for Swatch. I also believe that the share prices similarly discount their balance sheet strengths. More...

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Yahoo Security Breach Poses Opportunity Cyber security sector looking to benefit from recently reported security breach  - Yahoo Security Breach Poses Opportunity
This news hit the press over the last few days and to much dismay, there are many questions still left to be addressed. More...

LONG, CYBER SECURITY, TECHNOLOGY,


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Tom Russo's 2nd Quarter Semper Vic Partners Investor Letter Review of portfolio and economy Tom Russo - Tom Russo's 2nd Quarter Semper Vic Partners Investor Letter
Tom Russo will be a speaker at the 2017 GuruFocus Value Conference. Don't forget to get a ticket hereMore...

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Deutsche Bank Is Over-Leveraged Deutsche Bank has over $1 trillion in assets and only a sliver have to go bad to force the bank out of business  - Deutsche Bank Is Over-Leveraged
Deutsche Bank (NYSE:DB) has gotten itself into trouble by leveraging up its balance sheet. The company holds over $1 trillion in assets and only a sliver of that has to go bad to put the bank out of business. More...

GERMAN BANK, ANGELA MERKEL


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Is Chevron's Dividend Still Safe? The company's dividend has been frozen for 10 quarters, and free cash flow is negative  - Is Chevron's Dividend Still Safe?
Chevron (NYSE:CVX) looks enticing when taking a cursory look at the historical dividend statistics. More...

CVX, CHEVRON, ENERGY, DIVIDEND STOCKS


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Alternative Investments Gone Wrong: The Story of the Dallas Police Pension Plan They can deliver that holy grail of higher risk-adjusted returns or take a wrecking ball to a portfolio  - Alternative Investments Gone Wrong: The Story Of The Dallas Police Pension Plan
Alternative investments can both reduce risk and boost returns in a well-constructed portfolio, particularly at a time when traditional investments like stocks and bonds are expensive and priced to deliver disappointing returns. More...

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Caxton Associates Buys Teck Resources Canada's largest diversified resource company has nearly 100 years of operating experience Caxton Associates - Caxton Associates Buys Teck Resources
Caxton Associates (Trades, Portfolio) LP was founded in 1983 by legendary hedge fund manager Bruce Kovner. Kovner retired from running the firm in 2012. Since then, Andrew E. Law has taken over as the chairman and CEO of the investment firm. During the second quarter, the firm purchased a 1,269,000 share stake in Teck Resources (NYSE:TCK) at an average price of $10.29 per share. Since the purchase, Teck Resources' market price has gained an estimated 79%. More...

TRADES, BUY, CANADA


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Recreational Vehicle Companies Have Soaring Returns High returns on equity and returns on assets lead to increased value opportunities Jeremy Grantham - Recreational Vehicle Companies Have Soaring Returns
Among the industries for U.S. companies, the auto industry contains several companies that have high returns on equity and high returns on assets. Two recreational vehicle companies, Polaris Industries Inc. (NYSE:PII) and Thor Industries Inc. (NYSE:THO), had historically increasing returns, suggesting that the recreational vehicle industry offers good value opportunities for investors. More...

STEVEN COHEN, JEREMY GRANTHAM


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Asset-Based Analysis: Does It Work? The method is one of the oldest and most fundamental ways to determine the intrinsic value of a stock  - Asset-Based Analysis: Does It Work?
Asset-based analysis is one of the oldest and most fundamental ways to determine the intrinsic value of a stock. More...

BENJAMIN GRAHAM, NET ASSET VALUE, NET CURRENT ASSET VALUE, NET-NET WORKING CAPITAL, SECURITY ANALYSIS


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Where Are the Customers' Yachts? A book review of one of Warren Buffett's favorite books Warren Buffett - Where Are The Customers' Yachts?
Earlier this year, I attended my first Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) meeting that was held in Omaha. During the meeting, Warren Buffett (Trades, Portfolio) described a book, which he claimed that he read back in 1940 when he was 10 years old, called “Where are the Customers' Yachts?" or "A Good Hard Look at Wall Street." More...

BOOK, REVIEW


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Empire Company: Canadian Grocer Paying Dividends Since 1963 This article examines the investment prospects of Empire Company  - Empire Company: Canadian Grocer Paying Dividends Since 1963
Whether you’re looking for your weekly meals or want to build a passive income empire, an enterprise like Canadian-based Empire Company (TSX:EMP.A) can assist in either. More...

RETAIL, GROCERS, DIVIDENDS


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AMD’s Pullback Is a Golden Opportunity Company’s turnaround story remains intact and the stock has pulled back for no reason  - AMD’s Pullback Is A Golden Opportunity
AMD (NASDAQ:AMD) has been a laggard performer for many years, but the company has turned its fortunes around this year. While several factors have contributed to its rise, it has been the success of its Polaris architecture that propelled it to multi-year high levels. A couple of months ago, the company launched three new graphics processors specifically for mainstream users. All three cards, RX 480, RX 470 and RX 460, are priced in the range of $100 to $200. More...

LONG, TECH


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