Reddit hat jedes Quartal einen ganz guten Treat - dort sind teilweise echt obskure Butzen und ich habe keine Ahnung wer die sammelt 
Value Walk hat ein paar
https://www.antizyklisch-investieren.com/linklist/index…/24-HF-letters/
der Link von Matze kam mir bekannt vor 
Jede Menge Material (various)
etwas unübersichtlich und mehr Masse als Klasse:
https://www.hvst.com/public-pages/hedge-fund-news
@QED: sorry das hatte ich nicht mehr auf dem Schirm - Ehre wem Ehre gebührt!
@QED: sorry das hatte ich nicht mehr auf dem Schirm - Ehre wem Ehre gebührt!
Lol, keine Sorge so ruhmsüchtig bin ich nicht Der Link kam mir bekannt vor und nach einer kurzen Suche (die Forensuche ist gar nicht so schlecht) bestätigte sich der "Verdacht".
Welche liest du? Arlington, Baupost, Einhorn? Irgendwelche kleineren Geheimtips?
Wirst du deine alten Investorenbriefe online stellen?
Nach Herrn oder Frau (eher Herrn) Pzenas Berechnungen aus dem Reddit link kann es für Valueaktien nur aufwärts gehen. Da wäre dann die Meinung, es gäbe nichts Gescheites zZ zu kaufen, falsch.
Einzig Beunruhigend die steilen Abstürze nach den Peaks, ein Schritt weiter, und schon wieder Essig. Die verdammte Zukunft ist einfach zu ungewiss.
Ich finde John Hempton bei Bronte kan man auch immer lesen:
http://www.brontecapital.com/amalthea_letters.html
(ich glaube nur zu den Quartalen ausführlich)
Ich finde John Hempton bei Bronte kan man auch immer lesen:
http://www.brontecapital.com/amalthea_letters.html
(ich glaube nur zu den Quartalen ausführlich)
Bronte Capital ist auch bei mir einer der wenigen regelmäßig verfolgten Börsenbriefe. Ich meine, so kurz wie im Juli und August hat er sich zuvor nie gehalten - Urlaub oder neue Strategie?
Weiterhin lese ich Ennismore Fund ganz gerne: http://www.ennismorefunds.com/oeic.html
Welche liest du? Arlington, Baupost, Einhorn? Irgendwelche kleineren "Geheimtips"?
Wirst du deine alten Investorenbriefe online stellen?
alles was mir unter die Füße kommt - keine besonderen Geheimtips.
Mir war gar nicht klar, dass der Marathon (UK) gründer eine eigene Firma hat:
Marathon Wins $13 Million Pay Clawback Case Against Co-Founder
London asset manager says co-founder Hosking breached duty
Hosking quit to start new firm and took team members with him
By Kit Chellel(Bloomberg) -- Marathon Asset Management LLP won a legal battle to claw back 10.4 million pounds ($13.2 million) in pay from co-founder Jeremy Hosking, who quit to start a new firm and encouraged others to join him.
London Judge Guy Newey said the profit share awarded to members of a partnership could be treated as remuneration and therefore could be forfeited. Marathon, a London-based firm which manages about $50 billion, sued Hosking for breaching his fiduciary duty by discussing his plans for a new business with other employees.
Jeremy Hosking
Hosking has accepted wrongdoing, apologized and agreed to pay about 1.3 million pounds in damages, his lawyers said at trial. They argued he shouldn’t have to return his share of Marathon’s profits which are not treated the same as remuneration under U.K. law. Hosking has already repaid the 10.4 million pounds after losing an earlier ruling in private arbitration. He was seeking to get that money back in today’s case.
Lawyers for Hosking said they were disappointed with the ruling.
“We expect this decision regarding forfeiture of partnership profits will have wide implications for partnerships and LLPs,” Maria Frangeskides, a partner at Orrick, Herrington & Sutcliffe, said in a statement.
Spokesmen for Hosking, who now works at Hosking Partners LLP, and Marathon declined to immediately comment after the ruling.
Hosking founded Marathon with Neil Ostrer in 1986 and was head of its global division. The Marathon employees who quit to join his new firm would have left anyway, his lawyers said at trial.
The London-based asset manager in the lawsuit has no connection to Marathon Asset Management, the $12.8 billion New York firm specializing in distressed debt.
The case is: Jeremy Hosking v. Marathon Asset Management LLP, High Court of Justice Chancery Division, HC-2015-004901
Die Top Posistionen von Hosking LLp:
Asset Type All Equity FI Total Holdings Value 2.8B Number of Holdings 163
Security % Out Mkt Val↑ Mkt Val Chg Filing Date Country Sector
AMAZON.COM INC .05 196.81MLN +25.9MLN 06/30/2016 UNITED STATES Consumer Discreti
AMERICAN INTERNATIONAL GROU .17 110.32MLN +13.97MLN 06/30/2016 UNITED STATES Financials
AMERICAN AIRLINES GROUP INC .45 89.15MLN +3.96MLN 06/30/2016 UNITED STATES Industrials
ALPHABET INC-CL C .03 87.91MLN +11.67MLN 06/30/2016 UNITED STATES Info Technology
CITIGROUP INC .06 84.35MLN +10.53MLN 06/30/2016 UNITED STATES Financials
BANK OF AMERICA CORP .04 71.63MLN +9.06MLN 06/30/2016 UNITED STATES Financials
COSTCO WHOLESALE CORP .10 68.67MLN +8.87MLN 06/30/2016 UNITED STATES Consumer Staples
DELTA AIR LINES INC .20 61.36MLN -3.16MLN 06/30/2016 UNITED STATES Industrials
PRICELINE GROUP INC/THE .08 59.25MLN +7.51MLN 06/30/2016 UNITED STATES Consumer Discreti
CBRE GROUP INC - A .58 53.91MLN +6.73MLN 06/30/2016 UNITED STATES Real Estate
LIBERTY GLOBAL PLC-A .57 51.03MLN +7.1MLN 06/30/2016 BRITAIN Consumer Discreti
PAYPAL HOLDINGS INC .10 46.92MLN -1.98MLN 06/30/2016 UNITED STATES Info Technology
LIBERTY GLOBAL PLC-SERIES C .21 44.41MLN +7.03MLN 06/30/2016 BRITAIN Consumer Discreti
MGM RESORTS INTERNATIONAL .30 43.95MLN +5.67MLN 06/30/2016 UNITED STATES Consumer Discreti
CEMEX SAB-SPONS ADR PART CE .39 42.98MLN +5.57MLN 06/30/2016 MEXICO Materials
BERKSHIRE HATHAWAY INC-CL B .02 42.08MLN +5.53MLN 06/30/2016 UNITED STATES Financials
MBIA INC 3.68 39.41MLN +5.16MLN 06/30/2016 UNITED STATES Financials
LLOYDS BANKING GROUP PLC .07 37.41MLN +1.57MLN 09/10/2016 BRITAIN Financials
TAIWAN SEMICONDUCTOR-SP ADR .02 36.81MLN +4.87MLN 06/30/2016 TAIWAN Info Technology
CAPITAL ONE FINANCIAL CORP .10 35.73MLN +4.67MLN 06/30/2016 UNITED STATES Financials
