Funds | Value Investing News

Funds

Holdings and activity of leading value funds.

Hedge Fund Links ~ 5/12/17

Rating: 
No votes yet
  • The content provided within this website is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any third party links or content.

Warren Buffett, Charlie Munger & Bill Gates Interview

Rating: 
No votes yet
  • Becky Quick on CNBC recently sat down with Berkshire Hathaway's Warren Buffett for a one-on-one interview and then was later joined by Charlie Munger and Bill Gates for a discussion on a myriad of topics.
  • Then at the end of Buffett's 1-on-1 interview, Charlie Munger and Bill Gates also joined Buffett to talk about healthcare, tax reform, mistakes they've made, and other topics.

David Einhorn's Sohn Presentation: Short Core Labs

Rating: 
No votes yet

Baupost Group Sells Vast Majority of Innoviva Shares

Rating: 
No votes yet
  • Seth Klarman's investment firm Baupost Group has filed an amended 13G with the SEC regarding its position in Innoviva.
  • Per the filing, Baupost now owns 0.92% of INVA with just over 1 million shares.
  • This is a sizable decrease from the previous 14.93 million shares they owned at the end of 2016 per their most recent 13F filing.

Sohn Conference New York Notes 2017: Ackman, Einhorn, Meister & More

Rating: 
No votes yet
  • Below we're posting up notes from the Sohn Conference New York 2017.
  • Thinks the company's merger with Level 3 is a game changer.
  • Brexit doesn't really help the UK economy, thinks it costs U.K. around 7% of GDP. Thinks European stocks are at an inflection point.

Next Wave Sohn New York Notes 2017

Rating: 
No votes yet

Bill Ackman's Sohn Presentation on Howard Hughes: SimCities

Rating: 
No votes yet
  • We've posted up notes from the Sohn New York Investment Conference and at the event Pershing Square's Bill Ackman pitched a long of Howard Hughes.
  • He's actually the Chairman of the company and has been a longtime shareholder.
  • Be sure to also check out notes from the Sohn Conference New York as well as Next Wave Sohn.

Warren Buffett Sells One Third of IBM Stake

Rating: 
No votes yet
  • On the heels of Berkshire Hathaway's annual meeting, CNBC's Becky Quick has reported that Warren Buffett has sold about a third of his stake in IBM in the first and second quarters of 2017.
  • Buffett is quoted as saying, "I don't value IBM the same way that I did six years ago when I started buying ... I've revalued it somewhat downward."
  • Buffett cited increased competition as one of the main drivers of his decision.

Hedge Fund Links ~ 5/5/17

Rating: 
No votes yet
  • The content provided within this website is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any third party links or content.

Tiger Global Buys More Apollo Again

Rating: 
No votes yet
  • Chase Coleman's hedge fund firm Tiger Global continues to acquire shares of Apollo Global Management.
  • Per a new Form 4 filed with the SEC, Tiger Global bought 295,500 more shares of APO on May 1st at a weighted average price of $26.728.
  • After this latest buy, they now own over 30 million shares.

What We're Reading ~ 5/3/17

Rating: 
No votes yet

Third Point's Q1 Letter: Thesis on Honeywell, UniCredit, E.On

Rating: 
No votes yet
  • Dan Loeb's hedge fund firm Third Point returned 5.9% in the first quarter of 2017.
  • Their Q1 letter to investors was just released and outlines their thesis on stocks such as Honeywell, UniCredit, and E.On.
  • Third Point sees the first quarter as a 'turning point' for European financials as they've traded at lower valuations and UniCredit recently raised 13 billion Euros in capital in March.

ValueAct Capital Takes KKR Stake

Rating: 
No votes yet
  • Jeff Ubben's activist firm ValueAct Capital has taken around a $750 million stake in private equity firm KKR. Partner Mason Morfit talked about the position at 13D Monitor's Active-Passive Investor Summit in New York, according to Business Insider.
  • At the presentation, Morfit called KKR a "50 cent dollar" and thinks that big firms will get even larger.
  • ValueAct recently returned a chunk of capital to investors as they were having trouble finding ideas in a market with stretched valuations.

Hedge Fund Links ~ 4/28/17

Rating: 
No votes yet
  • The content provided within this website is property of MarketFolly.com and any views or opinions expressed herein are those solely of MarketFolly.com and do not represent that of any firm or institution.
  • MarketFolly.com is not an investment advisor of any kind, so do not consider anything on this page to be legal, tax, or investment advice.
  • MarketFolly.com is not responsible for any third party links or content.

Low Cost No Commission ETF Portfolios

Rating: 
Average: 5 (1 vote)

Low Cost No Commission ETF Portfolios are the best approach for investors to get started with small investment amounts.
Arbor Investment Planner is Introducing Two Real-Time Low Cost No Commission Exchange Traded Fund (ETF) Portfolios.

Pages

Subscribe to RSS - Funds