Baupost’s Seth Klarman: ‘Value Investing Was Like Being Let In On A Secret’

--------------------------------------------------------------- [ad-image]( --------------------------------------------------------------- [Baupost’s Seth Klarman: ‘Value Investing Was Like Being Let In On A Secret’]( [Seth Klarman]Many investors follow the crowd when picking stocks, but some, like Baupost chief Seth Klarman, take a more contrarian view. In fact, contrarian investing can generate significant returns for investors who play their cards right because it provides opportunities to buy stocks at deep discounts. In an episode of MasterClass' new four-part series called "Mastering […]( [Read On »]( --------------------------------------------------------------- [July Hedge Fund Newsletter: Multi- Strategy Funds Fight For Talent]( [What are pass through expenses in hedge funds?]Welcome to our latest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. We have implemented a new interactive design for the monthly newsletter, we think you will enjoy it. You can still find the regular PDF version below if you prefer that, […]( [Read On »]( --------------------------------------------------------------- [Carlson Highlights Extreme Anxiety In Event-Driven Market Amid Regulatory Changes [Exclusive]]( [Hedge Funds]Carlson Capital's Double Black Diamond fund declined 2.83% net in May, bringing its year-to-date return to 0.34% net. The fund's equity relative strategy continued to dominate its returns, but losses in its event-driven strategy, strategic investments and center book more than offset those gains. Fund Performance In his June letter to investors, which was obtained […]( [Read On »]( --------------------------------------------------------------- Copper Company Reaches Agreement To Expand Copper-Gold Project Investors - this copper company recently reached an agreement to expand its copper-gold project. Copper is the third most-consumed industrial metal in the world and massive infrastructure spending is expected to drive the price of copper to new all-time highs. This company has solid market fundamentals and a proven track record. [Click to read more and ADD THIS COMPANY TO YOUR WATCHLIST!]( [Arnott Capital – May Performance Update]( [Arnott Capital commentary for the month of May ended May 31, 2023. The fund returned positive 0.99% for the month of May 2023. Net exposure averaged 35% long, while gross averaged 85%. This brings our calendar year return to negative 2.62% and since inception return to positive 20.84% p.a. net of fees. Q1 2023 hedge […]]( [Read On »]( --------------------------------------------------------------- [These Are Bill Ackman’s Favorite Hedge Funds And Private Equity Funds]( [Bill Ackman]Like many well-known hedge fund managers, Bill Ackman is involved with charity work through the work and grant-making activities of his own foundation, the Pershing Square Foundation. A few years ago, activist investor Ackman was well-known for making waves in the stock market. However, amid the increasing regulatory scrutiny of short-sellers, the Pershing Square Capital […]( [Read On »]( --------------------------------------------------------------- [This Value Investor Thinks We’re About To Enter A Bull Period For Value]( [value investing]One of the long-running debates among investing professionals is the growth versus value debate. Of course, the last few years have shown how each factor can outperform the other in different macro environments, so history has much to teach on the subject. At the Ben Graham Centre's 2023 Value Investing Conference, hosted by Ivey Business […]( [Read On »]( --------------------------------------------------------------- --------------------------------------------------------------- [Sarah Huckabee Net Worth: Result of Hard Work and Dedication]( [Sarah Huckabee is the 47th Governor of Arkansas. According to Celebrity Net Worth, her net worth is $1.5 million. She served as the press secretary in President Donald Trump's administration.…]( [Read On »]( --------------------------------------------------------------- [Marjorie Taylor Greene Net Worth: A Closer Look at Her Wealth]( [Marjorie Taylor is an American businesswoman and politician. She currently represents Georgia's 14th District in Congress. Often called by her initials, MTG, the Republican politician has an estimated net worth…]( [Read On »]( --------------------------------------------------------------- [George W Bush Net Worth: Financial Perspective on His Wealth]( [George Walker Bush was the 43rd president of the United States. He is also a shrewd businessman with an estimated net worth of $50 million. Also known as Bush Junior,…]( [Read On »]( --------------------------------------------------------------- [From Jurist to Millionaire: Clarence Thomas Net Worth]( [Clarence Thomas is a United States judge. He has been an associate justice in the Supreme Court of the United States since 1991. He was appointed to the court by…]( [Read On »]( --------------------------------------------------------------- [Ilhan Omar Net Worth: How Much Does She Make?]( [Biography of Ilhan Omar Ilhan Omar is a popular politician in the United States. She is the current representative of Minnesota's 5th congressional district. Omar was elected in 2018, and…]( [Read On »]( --------------------------------------------------------------- [Pete Buttigieg Net Worth: A Closer Look at His Finances]( [Peter Paul Montgomery Buttigieg, popular name, Pete Buttigieg, is an American politician. He is the former mayor of South Bend and a 2020 presidential candidate. He is the current Transportation…]( [Read On »]( --------------------------------------------------------------- [Meta Platforms Soars with Analysts Bullish on AI-Driven Ad Growth]( [Key Points Meta Platforms stock is staging a healthy comeback after being the worst performer in the S&P 500 in 2022. Analysts anticipate a 95% earnings growth this year and…]( [Read On »]( --------------------------------------------------------------- [Is Rent Rising Or Falling In Your Region? The Answer May Surprise You]( [The U.S. rental market is experiencing a moderation trend, but prices vary dramatically by region. Jonas Bordo of Dwellsy breaks down which parts of the country are most and least…]( [Read On »]( --------------------------------------------------------------- [Delta Airlines Is Flying Higher On Upbeat Guidance]( [Key Points Delta Airlines raised guidance for Q2, and the market gained 5%. Structural tailwinds are supporting the business and the outlook for 2024. The company reinstated the dividend. 5…]( [Read On »]( --------------------------------------------------------------- [Redfin: Contrasting Analyst Bearishness With Market Optimism]( [Key Points Despite analysts' bearish sentiment, Redfin's shares have experienced a strong turnaround, with significant growth this year. The stock is consolidating near a breakout level, indicating potential upward momentum.…]( [Read On »]( --------------------------------------------------------------- Still want more? [Value Walk]( You are getting this email as you're subscribed with this address: {EMAIL}. 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