Value Investing News

In the past few weeks, everyone has been talking about GSE preferred stock. The impetus for this was far better results reported by Freddie Mac last week where they reported a provision slightly over $150M, down over 90% from the previous quarter. There are various flavors of both Fannie and...

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Read the rest of the series:

100 Things I Learned from Investing (1-25)

26.  Look out for CATS – catastrophic risk.
I eliminated almost half of the “seeming interesting” companies I found due to “cat risk”. To me, cat risks means the probability of total loss (or...

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Over the course of the next few weeks, I will be highlighting 100 lessons I have learned from investing. There are obviously more than 100, and I'm learning more everyday, but this is a start and I hope you can learn from what I have learned.
Let's start off with lessons 1-25.
1. Beating the market...

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Leon Cooperman founded hedge fund Omega Advisors in 1991 and is now worth $2 billion.  The hedgie has listed 14 attributes that make a good portfolio manager in an article by Julie Steinberg over at FINS.  We wanted to highlight a few of the key attributes below and add some...

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This article describes 22 investment books in one word each. Books discussed include Security Analysis, Fast Second, Fooling Some of the People All of the Time, etc.

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An article discussing 17 value investors and the first word that comes to mind when you think of them. How do you sum up Bruce Berkowitz, Jim Chanos, Peter Lynch, Glenn Greenberg, etc.?

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Bill Ackman's 1Q 2012 Letter to shareholders

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Warren Buffett speaks about his investment strategy, friendship with Microsoft Corp. co-founder Bill Gates and the outlook for the U.S. economy. He spoke yesterday at the Economic Club of Washington D.C., in a discussion with David Rubenstein.

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A behind the scenes look at what went down straight from the examiners' report.

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If you missed it last week, CNBC's Becky Quick interviewed Berkshire Hathaway's Charlie Munger about a myriad of topics including Berkshire's succession plan, his feelings on the future of the company, the economy, markets, and more.

On succession at Berkshire, he says that new portfolio...

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Vice-chairman of Berkshire Hathaway Corporation Charlie Munger talks to CNBC's Becky Quick about the consistency of Berkshire, Warren Buffett's health, the company's succession plan and his feelings on the future of the company.

Yesterday it was announced that Microsoft would make a strategic investment in Barnes and Noble's digital and college assets as part of Newco subsidiary. MSFT's $300M investment, for 17.6% of the entity, would value Newco as $1.7B, meaning BKS' stake would be worth $1.4B.  Prior to the...

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Editor’s Note: Greg Speicher (@greg_speicher) is a guest blogger at Vuru and is a value investor focused on beating the market.

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Below is the full transcript of a lecture Charlie Munger gave at USC Business School in 1994. It is an important lecture covering mental models and building a latticework of analytical tools. It is...

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Though part of a series, this post is different.  I went back through the last 35 years of shareholder letters to analyze Buffett’s approach to acquisitions.  As Charlie Munger has said, Buffett is scary smart.  I say this because he adjusted through many different eras, while running a...