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Rupert Hargreaves
A Closer Look at Deep-Value Play Westell Techologies
An in-depth review of a business trading around net cash value
Stocks:
WSTL
Jun 26, 2019
β β β β β
Hugo Roque
Interview: The True Value of Research
True Value Investment Fund has applied diverse investment strategies in focused market segments to produce an outstanding track record
Jun 26, 2019
Robert Abbott
Big Mistakes: Bill Ackman
An activist investor who really, really did not want to change his mind about Herbalife
Stocks:
WEN
TGT
HLF
Jun 26, 2019
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Bram de Haas
Mohnish Pabrai Shares 2 Key Lessons
A funny talk by Pabrai at the Guanghua School of Management
Stocks:
MA
Jun 26, 2019
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Holly LaFon
Lone Pine Capital Discloses Stake in Chewy
Steve Mandel's investment company has position in hyped pet-care IPO
Stocks:
CHWY
Jun 25, 2019
John Dorfman
Psst, Want Some Stocks Selling for Less Than $10?
There's something racy about a stock selling for less than $10
Stocks:
AR
OTCPK:CHKGF
GRBK
LPI
LPI
Jun 25, 2019
β β β β β
Smead Capital Management
Patience and Free Cash Flow
(Status: Pending)
We seek companies that generate high and consistent free cash flow. Much like commerce in the 13th century, patience is required to allow free cash flow to grow your capital over decades
Stocks:
TGT
Jun 25, 2019
β β βββ
Robert Stephens, CFA
Why Ulta Beauty Is a Buy
(Status: Pending)
An evolving business model could catalyze its financial prospects
Stocks:
ULTA
Jun 25, 2019
Rupert Hargreaves
John Hempton's Strategy for Finding Shorts and Longs
(Status: Pending)
Some insight into the Australian fund manager's investment process
Jun 25, 2019
Sydnee Gatewood
Howard Marks' Oaktree Drills Deeper Into Berry Petroleum
Alternative asset management firm expands stake in oil and gas producer
Stocks:
BRY
Jun 25, 2019
Stepan Lavrouk
Will a US-China Trade Deal at the G20 Summit Boost Growth?
Morgan Stanley's equity strategists don't think so
Jun 25, 2019
Robert Abbott
Big Mistakes: The Sage of Omaha
'As a financial disaster, this one deserves a spot in the Guinness Book of World Records.' -- Warren Buffett
Stocks:
BRK.A
BRK.B
Jun 25, 2019
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Holly LaFon
Charlie Munger's Only 4 Stocks
Warren Buffett's business partner has triple-digit gains on 3 stocks, and substantially closed down another at a gain
Stocks:
PKX
USB
BAC
WFC
DJCO
Jun 24, 2019
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Stepan Lavrouk
Avoid Value Traps by Steering Clear of the Industries Where They Are Most Prevalent
(Status: Pending)
Investing wisdom from billionaire Josh Friedman
Jun 24, 2019
Rupert Hargreaves
Warren Buffett on His 10% Rule
(Status: Pending)
The guru explains why he does not like buying more than 10% of public companies
Stocks:
BRK.A
BRK.B
Jun 24, 2019
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Robert Abbott
Big Mistakes: Gerald Tsai
(Status: Pending)
The first celebrity money manager faced the hazards of momentum investing
Jun 24, 2019
β β β β β
Robert Stephens, CFA
Why Kroger Offers Good Value for Money
The retailer could deliver a stock price recovery
Stocks:
KR
Jun 24, 2019
Sydnee Gatewood
Louis Moore Bacon's Top 5 Holdings as of the 1st Quarter
Guru's largest position is an ETF tracking Chinese equities
Stocks:
FXI
BABA
FBP
FB
EEM
Jun 24, 2019
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Robert Abbott
Big Mistakes: Michael Steinhardt
Straying beyond his circle of competence Γ’β¬β and getting caught Γ’β¬β proved costly for this guru
Jun 24, 2019
Thomas Macpherson
Investment Managers Versus Individual Investors
Being an investment manager means I have a fiduciary responsibility to my investment partners. Because of that, I have to think very differently than individual investors
Jun 24, 2019
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