How Buffett Turned Three Early Disasters Into Success

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How Buffett Turned Three Early Disasters Into Success Warren Buffett and Charlie Munger have built a reputation as some of the best investors ever. It's taken a lot of time and effort to earn this label and a few mistakes along the way. Most of these errors were made in the early part of their career, the 1950s, 60s, and 70s, when the […] read more
Roubaix Fund Composite July 2023 Performance Update During July, the Roubaix Composite generated a net return of +0.76% relative to a total return of +2.03% for the HFRI Equity Hedge (Total) Index and +6.12% for the Russell 2000 Total Return Index. On a year-to-date basis the Roubaix Composite generated a net return of +14.53% relative to a total return of +7.83% for […] read more
Trident Fund LP July 2023 Performance Update Trident Fund LP performance update for the month ended July 31, 2023. Q2 2023 hedge fund letters, conferences and more The Trident Fund LP GM, GME, and GME4 share classes returned +2.1, +3.2, and +8.9 percent, respectively, in July, and the fund is +1.4, +1.4, and +0.7 percent net for 2023. Please click here for the  read more


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Black Bear Value Fund July 2023 Update Black Bear Value Fund update for the month ended July 31, 2023. Q2 2023 hedge fund letters, conferences and more Dear Partners and Friends, Black Bear Value Fund returned -0.2%, net, in July and is +13.8%, net, YTD. The HFRI Value Index returned +2.7% in July and is +9.5% YTD. The S&P . . . […] read more
These Were Michael F. Price's (Of MFP Investors) Favorite Fund Managers Uncorrelated AssetsMany well-known asset managers donate millions of dollars to charity every year, and some of them do so through their own foundations, which they use to dole out their millions. Michael F. Price of MFP Investors was one of those who had his own foundation, although he passed away in 2022. We can get an […] read more
Third Point Snaps Up AI Stocks And Credit In H1 [Full Letter] Hedge FundsDan Loeb's hedge fund, Third Point, returned 1.1% in the second quarter of 2023, according to a copy of the firm's latest investor update, which ValueWalk has reviewed (the full letter can be found below). Following this performance, the fund is down -3.0% for the year to the end of June compared to 16.9% for […] read more
UPS Slipping To More Attractive Levels On Weak Outlook Key Points UPS falls on soft results and outlook, but a buying opportunity could be close.  Internal improvements set the company up for leverage over the long term; however, a… read more
More Good News Coming? GoodRx Spikes Ahead of Q2 Earnings Key Points GoodRx has rebounded 139% off its November 2022 bottom as management has figured out new ways to grow outside of its core platform. GoodRx recently teamed up with… read more
Lucid Group Just Found A New Reason To Rally Key Points Lucid Group reported its second quarter 2023 earnings result, setting the tone for the trading week and the next quarter.  As investors break through the significant achievements delivered… read more
Is College Worth It? The ROI Of Higher Education In Today's Economy The sky-rocketing cost of higher education in the US may put you in a dilemma over the sheer necessity of a college degree. It's easy to find yourself torn between… read more
Will(Ful) Neglect: Survey Reveals Nearly 60% Of Americans Unprepared For The Inevitable The verdict is in: America is woefully unprepared when it comes to estate planning. A new survey by LegalShield lays bare a shocking truth – while 90% of Americans know the importance… read more
The Push for Onshoring Semiconductor Manufacturing Isn't Going Well In his podcast addressing the markets today, Louis Navellier offered the following commentary. If you wish to listen to this commentary, please click here. So Far, So Good The Treasury… read more
Ready For The Next Step? Gold Miners Are. Another day, another decline in the junior miners. That's the new reality. And with just a small push, the waterfall selling will start. Why? For instance, because of the head-and-shoulders… read more
How Fintech Can Benefit From Mobile App Development Growth In today's technological world, a mobile continuous integration and continuous delivery (CI/CD) platform has become increasingly important. This platform automates the laborious manual work traditionally required to build, test, and… read more
The States With The Most And Least Vacant Housing Maine is the state with the most vacant housing, with an average home vacancy rate of 23.9% between the years of 2011 and 2021 Alaska and Vermont take second and… read more
The AI Enthusiasm Is Losing Some Steam In his Daily Market Notes report to investors, Louis Navellier wrote: Market Pause Stocks trend lower after yesterday's pullback/partial recovery. Crude oil hits high for the year. Stocks seem to have finally… read more
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