https://www.valuewalk.com Breaking news and in-depth analysis on everything hedge funds and value investing Wed, 17 May 2023 20:24:38 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.3 https://www.valuewalk.com/wp-content/uploads/2020/06/VWP_logo_favicon-13-48x48.png https://www.valuewalk.com 32 32 https://wordpress-785388-2830660.cloudwaysapps.com/wp-content/uploads/2020/06/VWP_logo_favicon-13-300x300.png https://wordpress-785388-2830660.cloudwaysapps.com/wp-content/uploads/2020/06/VWP_logo_final-11_272.png 005a8c https://www.valuewalk.com/logica-capital-april-2023-commentary/ Wed, 17 May 2023 20:24:36 +0000 https://www.valuewalk.com/?p=2465301 Logica Capital commentary for the month ended April 30, 2023. Summary Relative to the 1.5% gain for the S&P 500, implied volatility ... Read more]]> https://www.valuewalk.com/return-on-invested-capital-one-metric-to-rule-them-all/ Fri, 05 May 2023 21:57:49 +0000 https://www.valuewalk.com/?p=2464347 If I were only able to analyze a single metric before investing in a company it would be ROIC (Return ... Read more]]> https://www.valuewalk.com/crescat-capital-whistling-past-the-graveyard/ Wed, 03 May 2023 02:25:13 +0000 https://www.valuewalk.com/?p=2463991 Crescat Capital commentary for the month ended April 30, 2023, titled, “Whistling Past The Graveyard.” US policymakers continue to act ... Read more]]> https://www.valuewalk.com/the-cult-of-warren-buffett/ Wed, 26 Apr 2023 16:04:11 +0000 https://www.valuewalk.com/?p=2463342 My first trip to the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) annual meeting in Omaha was over 20 years ago, in 2002. ... Read more]]> https://www.valuewalk.com/hvs-1q23-lowell-capital-on-sylvamo/ Mon, 24 Apr 2023 17:24:46 +0000 https://www.valuewalk.com/?p=2463112 Hidden Value Stocks issue for the first quarter ended March 31, 2023, featuring Lowell Capital Value Partners’ investment idea: Sylvamo ... Read more]]> https://www.valuewalk.com/logica-capital-march-2023-commentary/ Fri, 21 Apr 2023 13:45:00 +0000 https://www.valuewalk.com/?p=2462901 Logica Capital commentary for the month ended March 31, 2023. Summary Markets/factors continued to diverge further in March, with the ... Read more]]> https://www.valuewalk.com/london-value-investor-conference-2023-features-marks-einhorn-inker-and-much-more/ Wed, 05 Apr 2023 18:06:01 +0000 https://www.valuewalk.com/?p=2461518 ValueWalk will be covering the London Value Investor Conference which will take place on Thursday 18th May 2023 in Westminster. ... Read more]]> Quality-Growth Investor Conference 30-second Overview nonadult https://www.valuewalk.com/the-most-important-warren-buffett-stock-for-investors-his-own/ Thu, 30 Mar 2023 20:10:04 +0000 https://www.valuewalk.com/?p=2461113 Owning shares of Berkshire Hathaway stock is a way for investors to gain exposure to many of Warren Buffett’s favorite ... Read more]]> https://www.valuewalk.com/bottom-picking-with-the-following-10-dividend-elites/ Wed, 22 Mar 2023 17:55:56 +0000 https://www.valuewalk.com/?p=2460368 Last week, the markets were hit with more market-crushing news: Credit Suisse was under pressure when its top backer Saudi ... Read more]]> Top 10 Dividend Stocks Worth Bottom Picking Today nonadult https://www.valuewalk.com/learning-from-helzberg-diamonds-barnett-helzberg-jnr/ Mon, 13 Mar 2023 18:29:42 +0000 https://www.valuewalk.com/?p=2459634 What makes a retail business successful? Indeed, how do we measure the success of such a company? Profitability, margins, sales ... Read more]]>