Joe Weisenthal’s Post

Legendary value investor Joel Greenblatt shared his investment experience with the... Hedge Fund Association during a fireside chat with Paul Gray of Ironhold Capital. 😲 You can't miss Greenblatt's wisdom during the presentation: ✔️ His investment philosophy ✔️ Special situations and how to profit from them ✔️ His famous Magic Formula ✔️ Investing in "cheap" stocks ✔️ Quality investing versus cigar-butt situations ✔️ and more! The best part it's when Greenblatt says: "All #investing is #valueinvesting "

Should be a great discussion all about the practical realities of hedge fund replication. Open to all!

In this short video, Evanston Capital’s Deputy CIO, Kristen VanGelder, CFA, discusses the diversifying role hedge funds can play in a portfolio and why we believe the current opportunity set is so compelling. You can also view the video on our website: https://lnkd.in/g4KCyznw

Ray Dalio is one of the most successful investors and hedge fund managers in the world.  He is the founder of Bridgewater Associates, the largest hedge fund in the world with $124 billion in assets under management.  He is also the author of the best-selling book Principles: Life & Work, which shares his insights and philosophy on how to achieve personal and professional success. Want to know more check out my post. The Valuation School #raydalio #investing #bridgewater

Check out my interview with long-time hedge fund allocator Thomas Zucosky, CIO of Lucidity Capital Partners. In this interview, Tom discusses 3 questions fund managers must be able to answer in their introductory meeting with asset allocators. https://lnkd.in/gRiYGfru #assetallocation #hedgefunds #duediligence #capitalintroduction

It's interesting to see how the hedge funds are employing different strategies in the DS Smith deal. We do not often see such divergence of positions as we do in this deal, so we will keep a close eye on how it plays out. If more detail is required please reach out to us. #manda #hedgefunds #mergerarb #londonstockexchange

Stanley Druckenmiller, one of the most successful hedge fund managers in history, once said, “It’s not whether you're right or wrong that's important, but how much you make when you're right and how much you lose when you're wrong.” This quote encapsulates a principle that lies at the heart of successful investing. Read as an article: https://lnkd.in/eAeUGj2m

When I speak about market timing and hedge fund strategies to long only buy-and-hold investors, this is my favourite slide to drive across my point.

Accelerated by COVID pandemic and other geopolitical factors, US government debt has reached an unprecedented level in the history. Actions need to be taken to bring it back to a sustainable and reasonable level. A key question is whether the two parties can agree on government budget and debt level.