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ValueWalk
ValueWalk
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ValueWalk
Dear fellow investors, Q2 2021 hedge fund letters, conferences and more Berkshire's Biggest MistakeWe have argued for years that the biggest mistake being made by Berkshire Hathaway was not giving shareholders access to the thoughts and investment discipline of their two talented stock pickers, Ted Weschler and Todd Combs. After all, Buffett calls the shareholders “partners” and has not allowed his partners to understand anything about the strategies and results of upwards of $30 billion of shareholder capital. Thanks to Allan Sloan from The Washington Post, we have learned more about Ted Wesc...
ValueWalk
Whitney Tilson’s email to investors discussing the social-media stars who move markets; the ‘great resignation’ is likely to continue; the plunging admission rates; college application advice; happy 91st birthday Warren Buffett! Q2 2021 hedge fund letters, conferences and more The Social-Media Stars Who Move Markets1) This is yet another sign of the foolishness that's running rampant in our markets: The Social-Media Stars Who Move Markets. Excerpt: Along with the rise of commission-free online trading has come demand for advice at the lowest price in the most accessible place: free, and online...
ValueWalk
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