Guy Spier’s Aquamarine Fund Produces Great Returns for 2011
Investment Philosophy: Aquamarine Fund is a long only global value fund. Focus is on investing for long term capital appreciation … Read more
Value Investing
Everything ValueWalk knows about Value Investing, including the latest news, tips, features, ideas, value investors and images.
25 Pages of the Best Value Investing Quotes (PAGE WILL LOAD SLOWLY)
Best Value Investing Quotes from the greats. Big h/t to my friend Phil. This page will probably take a LONG … Read more
Groupon IPO= $20 Billion Worth Of Snake Oil
This will be one of my shortest posts ever: Anyone who is thinking of purchasing Groupon today, when the company … Read more
A Primer On Scion Capital’s Subprime Mortgage Short [Archive]
H/T to Joe Koster of http://www.valueinvestingworld.com/ for the great find: A Primer on Scion Capital’s Subprime Mortgage Short, By Michael … Read more
Markopolos’ 2005 Letter to the SEC about Madoff’s Fraud
H/T to Canadian Value for this fantastic find. This is the 2005 letter from Harry Markopolos to the SEC pointing out issues … Read more
Guest Post: Christopher Risso-Gill on Peter Cundill’s Last Major Investment Call
I am pleased to publish a guest post by Christopher Risso-Gill, author of There’s Always Something to Do: The Peter Cundill … Read more
Benjamin Graham on Special Situations
Benjamin Graham gives a clear definition of what he considers a special situation. Below is a quote from Graham: First, … Read more
Buffett Anounces His Three Favorite Investors
Li Lu’s lecture at Columbia university was recently posted on the site by Ravi of rationalwalk and myself. It turns out … Read more
Why Did Berkshire Hathaway Reduce Its Stake In Exxon Mobil?
Berkshire Hathaway released its most recent 13-F yesterday afternoon. The information revealed unusual activity in Berkshire Hathaway’s portfolio during the … Read more