Value Investing News

A Brief Treatise on Gold and Other Currencies…
Asset prices were volatile in 2011, especially to the downside. As the sovereign debt and banking crisis in Europe continued, signs of a global...

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Backlight-director Alexander Oey speaks Lucas van Praag, Head of Communications at Goldman Sachs. The interview lasts 37 minutes.
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In this section include: The currency swaps with Greece, the risk...

Hedge fund manager Whitney Tilson explains why he likes Dell, Microsoft and JC Penney.

Transcript:…
how he’s trading groupon and the stock he says is one of thetake a look at hp. do you...

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Transcript:…
that was ambitious with its accounting. let’s talk about apple.one of the most successful trade this is recent memory, thoughyesterday we did see the stock make a sharp...

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From a spectacular, mutli-billion Hedge fund manager…
Commentary for January 2012
Global stock markets rallied sharply during the month of January. The S&P 500 was up over 4%, its best...

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From a friend:
Rather than bore you with yet another (recycled) Green Mountain Coffee Roasters short thesis of David Einhorn’s original GAAP-uccino…, the attached presentation, “GAAP-ucino...

This is a really funny picture that my friends at  Street of Walls sent over. They are big into i-banking so check out the site if you haven’t read this article.…
While (thankfully) I was...

This was written by someone really smart:
Monthly Commentary…
Risk sentiment was belatedly bolstered with a realization that the ECB’s longer?term liquidity injections (the LTRO) was as close...

With MF Global customers impatiently waiting for the return of missing their funds, help may soon be on the way. But it won’t come from a traditional source.
Customers have been approached by...

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Warren Buffett looks at the company first… and then compares it to the price, something most investors (including myself) rarely do. If it’s a great company and its stock price is...

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In a Q&A session at the 2006 Berkshire Hathaway (BRK.A/BRK.B…) annual meeting, Charlie Munger, Berkshire’s vice chairman, was asked about Jeremy Siegel’s perma-bull theories,...

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Anonymous is an internet gathering of people working collecitively against all those Governments, Companies, Groups and Powerful Individuals who by any means support censorship of the...

Full letter from John Paulson to board, below and his valuation analysis after a spin-off of P&C division is embedded in scribd (Paulson believes that the company is trading at a 24% discount to...

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The rumor mill seems to be running non stop with Yahoo. The latest rumor is that talks have broken off with Alibaba Group Holdings Ltd. The news sent the stock down close to 6%.

Dan Loeb,...

Lyxor Asset Management has approximately $100billion under management and $30billion in alternative investments. Below is their lengthy thesis explaining macro views and investments for...