Value Investing News

Most of you know that we publish a premium newsletter each quarter called Hedge Fund Wisdom.  It reveals the portfolios of 25 top hedge funds, provides hedgie consensus buy/sell lists, and features an equity analysis section written by hedge fund analysts.  (If you haven't seen it, check...

Continuing our notes from the London Value Investor Conference 2013, the next speaker is Richard Titherington of JP Morgan.  He presented on which emerging markets were the most compelling as investments these days.

Emerging Markets Opportunities

Richard Titherington is the Head of...

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Meb Faber's new book: Shareholder Yield [Meb Faber]

Explanation of Tepper's chart: Equity risk premium is high (this is bullish) [The Big Picture]

On confirmation bias and the perma-whatevers [Abnormal Returns]

The end is where we start from [Reformed Broker]

On emotional finance...

Continuing our notes from the London Value Investor Conference 2013, the next speaker is Jeremy Hosking, an entrepreneur and fund manager.  He presented the long case on both AIG (AIG) and US Airways (LCC).

On Opportunities in Markets

The theme of Jeremy Hosking's presentation was how...

Continuing our notes from the London Value Investor Conference 2013, the next speakers were Ian Lance and Nick Purves of RWC.  They presented the case for why value investing is hard in this market and one long idea: Pfizer (PFE).

Effectiveness of Value Investing in Today's Market

With...

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Continuing our notes from the London Value Investor Conference 2013, the next speaker is Simon Denison-Smith of Metropolis Value Fund.  He talked about his investment strategy and presented the long ideas of Cisco Systems (CSCO) and J. Smart.

Metropolis' Strategy

Denison-Smith’s...

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Continuing our notes from the London Value Investor Conference 2013, the next speaker is Gary Channon of Phoenix Asset Management.  He talked about portfolio construction and presented a long idea: Glaxosmithkline (LON:GSK).

Channon's Investment Approach

Gary Channon is strongly...

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Continuing our notes from the London Value Investor Conference 2013, the next speaker is David Harding of Winton Capital.  He presented a background of his firm's strategy and touched on what important value metrics investors should focus on.

Winton Capital is one of Europe’s largest...

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John Paulson's hedge fund Paulson & Co has filed a 13D with the SEC regarding the new entity of Dex Media (DXM).  Per the filing, Paulson & Co has reported a 10.9% ownership stake with 1,878,927 shares.

Dex Media came to fruition via a merger of Dex One and SuperMedia, both...

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Continuing our notes from the London Value Investor Conference 2013, the next speaker is Richard Oldfield of Oldfield Partners.  He presented two long ideas: Nokia (NOK) and Hitachi.

Oldfield made some interesting comments about asset allocation. He said that his many years of ...

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David Tepper appeared on Squawk Box this morning on CNBC.  The once elusive Appaloosa Management hedge fund founder has now become somewhat of a sporadically recurring guest, each time popping in update his degree of bullishness.

Reasons For Tepper's Bullishness

He originally came on...

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Continuing our notes from the London Value Investor Conference 2013, the next speaker is Anthony Bolton of Fidelity China Special Situations Fund.  He talked about his investment process and gave thoughts on China, a market he thinks is set to rally.

Along with Neil Woodford, Anthony Bolton...

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Continuing our notes from the London Value Investor Conference 2013, the next speaker is James Montier of GMO.  He presented an update on their latest asset allocation model.

GMO Now 50% in Cash

James Montier said that GMO’s 7 year asset allocation model for US stocks is now...

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Continuing our notes from the London Value Investor Conference 2013, the next speaker is distressed investor Howard Marks of Oaktree Capital.  He shared an outlook similar to what he's been writing.  However, he did highlight where a lot of his portfolio has been allocated.

Marks is...

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Continuing our notes from the London Value Investor Conference 2013, the next speaker is Michael Price of MFP Investors.  He talked about his investment process and presented two long ideas: Hospira (HSP) and Hess (HES).

Price's Background

Michael Price first came to London as an...

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