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Posts Tagged ‘Value Investing’

Forbes has posted a video and transcript of an interview with Joel Greenblatt.  Greenblatt is the founder of Gotham Capital, an adjunct professor at Columbia Business School where he teaches “Value and Special Situation Investing.”  He is the author of three investment books and, through Gotham, the advisor to four mutual funds, which select stocks [...]

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Welcome back, ValueHuntr readers!  In the coming weeks, we will resume regular posts relating to the business of value investing.  In the meantime, we’ve kept some older posts that are still useful and relevant now.  For today’s post, we highlight a timely quote from the latest memo by Oaktree’s chairman Howard Marks.  In this memo, [...]

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Today we examine the Capital Asset Pricing Model, which value investors tend to be skeptical of. The CAPM assumes that the risk-return profile of a portfolio can be optimized. According to the theory, an optimal portfolio is one which displays the lowest possible level of risk for its level of return. Additionally, since each additional [...]

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Buffett Loves WFC and USB Warren Buffett tells shareholders that “I would love to buy all of US Bancorp or I would love to buy all of Wells Fargo, if we were allowed to do it.” The problem, he says, is that Berkshire Hathaway would have to become a bank holding company.  Berkshire already owns [...]

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  There are several documents written by Ben Graham that are currently stored at the New York Research Library, and amongst them is a microfilm document titled “The Renaissance of Value”, written in 1974 by Ben Graham and which I have just obtained for our readers.   The document discusses several questions posed by Graham, [...]

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Yesterday we wrote about the 1989 Fortune article titled “The New Warren Buffetts”, which identified the best young investors at the time. The article included the names of what seemed to be unknown and obscured investors at the time.  However, today they are among the best investors around. Investors highlighted in the article included value [...]

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I recently came across a 1989 Fortune Magazine article titled “Are these the New Warren Buffetts” which highlighted some of the best young investors at the time.  The article highlights what seemed to be obscure investors at the time, some of who are well established names today. The list includes Seth Klarman (Baupost Group), Glenn [...]

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