Deep Value | Special Situations | Money
I did a quick post on the returns of some of my exited net-net positions back in April (https://streetsofvalue.com/2018/04/02/quickview-exited-net-net-positions/). My results were very satisfactory. However I sold each of these positions when they “mean-reverted” to
Continue readingA profitable and (in my view) simple deep value strategy is to invest in closed end funds (or “investment trusts” as they call them in the U.K.) trading at unjustifiable discounts to NAV. I’ve had
Continue readingI’ve been a big fan of Marty Whitman’s value investing ideas for quite a while. His emphasis on “resource conversion” instead of income from operations, his insights on distress investing and credit analysis are all
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