The Tagline
“Hedge fund letters, investor presentations, and value investing news.”
Full Review
ValueWalk has been one of the most prolific aggregators of hedge fund investor letters and value investing content since 2011, and their podcast extends that coverage into interviews with fund managers and analysts. The show covers quarterly hedge fund position changes, investor conference takeaways, and analysis of specific investment ideas. For investors who follow the 13F filings and want context behind the numbers, ValueWalk provides valuable supplementary analysis.
Fun Fact
ValueWalk's archive of hedge fund letters and investor presentations is one of the largest publicly accessible collections in existence, providing a longitudinal record of how the best investors' thinking evolves over time.
I Document Every Trade — Even the Losses
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