Value Investing News

George Soros' family office Soros Fund Management has been gradually adding to its position in London listed Johnson Services Group (LON:JSG).  Soros first disclosed the position in July of 2012, but since then they've nearly doubled it.

Soros Fund has revealed they own 7.19% of voting...

George Soros' family office Soros Fund Management filed a 13G with the SEC late yesterday afternoon regarding shares of J.C. Penney (JCP).  Per the filing, Soros Fund has revealed a 7.9% stake in JCP with almost 17.4 million shares.

This is a brand new position for the family office as they...

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Legendary investor Stanley Druckenmiller recently came out of the shadows and gave a rare interview on a myriad of topics.  Given the popularity of that post, we thought it'd be interesting to see what lessons we could learn from this great investor so we looked at Druckenmiller's interview in...

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A broader definition of alpha [Abnormal Returns]

Notes from John Paulson's investor call [Reformed Broker]

Carl Icahn threatens Navistar board with proxy fight [Value Walk]

Tragedy of European Union & how to resolve it [George Soros]

Investment manager common missteps when meeting...

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Playing catchup on some European regulatory filings, we find that George Soros' hedge-fund-turned-family-office Soros Fund Management has recently submitted a filing on Guinness Peat Group (LON: GPG).  Due to trading on August 23rd and 24th, Soros Fund has revealed an 8.21% holding in...

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George Soros' hedge-fund-turned-family-office Soros Fund Management has disclosed a stake in newly public Manchester United (MANU).  Per a 13G filed with the SEC, Soros Fund has disclosed a 7.85% ownership stake in MANU with just over 3.1 million shares.

This is obviously a brand new...

Today we have a guest post from Williams Equity Analysis who have graciously allowed us to post their piece in its entirety from Seeking Alpha: The Best Investment Advice George Soros Ever Gave.  Here it is:

"Economic history is a never-ending series of episodes based on falsehoods and...

George Soros' family office Soros Fund Management recently filed a 13G on shares of Shutterfly (SFLY) and a Form 4 on Digital River (DRIV) with the SEC.

Shutterfly

Per the 13G filing, Soros Fund has revealed a 6.78% ownership stake in Shutterfly (SFLY) with 2,426,272 shares.

This is a...

Full text of George Soros' speech on Europe [Business Insider]

Rescuing your investment plan [Covestor]

Thoughts on behavioral finance from Daniel Kahneman [Derek Hernquist]

Seeds being sown of new secular bull market? [Abnormal Returns]

Advice for those working with financial advisors...

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The brand new Q1 2012 issue of our premium newsletter has just been released!  Subscribers please login at hedgefundwisdom.com to download it.

Included in the new 85-page issue:

- List of consensus buys & sells among top hedge funds

- Equity analysis on: Tempur-Pedic (TPX),...

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In a 13G filed with the SEC, George Soros' family office Soros Fund Management has disclosed a 10.13% stake in Digital River (DRIV) with 4,162,494 shares via convertible bonds. 

According to an SEC Form 3 filed as well, this stake is in
the form of 2.00% convertible bonds due 2030 with a...

Busy week last week.  Here’s the economic and other news: =-=-=-=-=-=–=-=-==-=-=-==-=-=-=-=–==-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- China   Bloomberg: Inflated Notions http://t.co/hvMoIFH6 Patrick Chovanec questions whether Chinese economic statistics are correct. $$ Apr 22,...

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George Soros' hedge-fund-turned-family-office Soros Fund Management just filed a 13G with the SEC disclosing a brand new position in Digital River (DRIV).

Due to trading activity on March 19th, Soros crossed the regulatory threshold that required the filing. They now own 7.98% of the company with...

This week's focus stock is Spectrum Brands (SPB) and the article takes a look potentially at why Phil Falcone's hedge fund Harbinger Capital Partners has established such a large position. Previous write-ups include: why Maverick Capital owns Amdocs and why George Soros owns Comverse...

Continuing the stock of the week series, this time around the focus is on why Lee Ainslie's hedge fund Maverick Capital owns Amdocs (DOX). If you missed last week's, be sure to also check out why George Soros owns Comverse Technology.

The following is written by Tsachy Mishal, portfolio manager...