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Special Report on

Shorting Strategy and Value Investing

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An equity long-short strategy is an investing strategy, used primarily by hedge funds, that involves taking long positions in stocks that are expected to increase in value and short positions in stocks that are expected to decrease in value. You may know that taking a long position in a stock simply means buying it: If the stock increases in value, you will make money. On the other hand, taking a short position in a stock means borrowing a stock you don’t own (usually from your broker), selling it, then hoping it declines in value, at which time you can buy it back at a lower price than you paid for it and return ...
He is one of the most successful investors in the world. Often called the "legendary investor Warren Buffett", 1 2 he is the primary shareholder , chairman and CEO of Berkshire Hathaway . 3 He is consistently ranked among the world's wealthiest people , and is the third wealthiest person in the world as of 2010. Buffett is called the "Oracle of Omaha" or the "Sage of Omaha" and is noted for his adherence to the value investing philosophy and for his personal frugality despite his immense wealth . Buffett is also a notable philanthropist, having pledged to give away 99 percent of his fortune to ...
just answers: shorting strategy and value investing at www ...
Shorting strategy has been very popular since the bubble burst of technology stocks in 2000. Shorting a stock is simply a bet that the stock price will drop. An investor can sell a stock he/she does not own by borrowing shares from brokers. The investor can sell the stock first and then buy back the shares at later time. The investor can make profit if the stock price he/she sells is higher than the price he or she buy back later on. Shorting Strategy for Value Investors? At appearance, shorting strategy should work well with most value investors. The core task of a value investing is to calculate the intrinsic ... market research, surveys and trends
Interview with Deep-Value Superinvestor
Hi! I'm Mike, I'm 17 years old and have been learning about investing for about 4 years since I was 13, I use the value philosophy combined with portfolio concentration to manage my money and that of a few relatives. Henry Lu, AKA Blast Invest, is a pure Grahamian value investor, one of few who remain as strict as Graham. He has been investing for four years, and emerged as a guru on MITBBS the biggest Chinese forum in the US. He used CANSLIM, momentum trading, TA and other short-term stock movement strategies. When his returns took a turn for the worse in 1999 he re-evaluated his strategy and he “… started ... market research, surveys and trends


Web columnists offer sound investing advice - SFGate
Dorfman's columns usually include the names of specific stocks that he's recommending buying, or in some cases shorting. In case you're not familiar with the term, shorting is a strategy involving selling stocks that you don't own in hopes that you can buy them back at a lower price in the future. So you would short stocks that you think will go down in price. One reason that I'm a big fan of Dorfman is that he periodically recounts the performance of his previous picks, and he's racked up far more winners than losers over the years. For instance, Dorfman introduced his low-debt stock portfolio late ... industry trends, business articles and survey research
Mutual Fund Manager Is in for the Long Haul | San Diego Business ...
When the Dow Jones industrial average fell more than 200 points one day last week, San Diego mutual fund portfolio manager Art Johnson hardly blinked. “Quite frankly, we don’t care what the stock market does day to day, week to week, year to year,” said Johnson, who runs an investment management firm and a mutual fund called Mundoval from his La Jolla office. Though that response may surprise many stock investors, Johnson and other devotees of a value investing strategy say short-term fluctuations don’t count; they’re in the market for the long term. But even value investors, or those buying stocks of companies that trade at ... industry trends, business articles and survey research
The Long and Short of Managing Volatility
As the market continues to seesaw, Americans have been pouring into investments that promise shelter and stability. One common destination of these asset flows has been long-short mutual funds. As their name implies, these funds carve out both long and short positions. Broadly speaking, they count on their longs to anchor their portfolios during strong markets and expect that their shorts will pick up the slack during rough times. As a result, while their hedges prevent them from gaining eye-popping amounts in bull markets, they generally won’t face huge losses in bear markets either. On the back of safe-haven demand, the ... market trends, news research and surveys resources
Deflation Requires New Strategy for Investors (The Globe and Mail)
On Thursday I was en route to Montreal for a wedding, and as luck would have it, I received a phone call from Martin Mittelstaedt from Canada’s Globe and Mail .  Martin was working on a story about deflation investing for Saturday’s globe – a very well-timed piece given the latest CPI numbers, and Friday’s slaughter in the markets – and he asked me a few questions about my take on deflation investing. Martin is a very sharp guy who understands credit contraction and debt deflation very well.  I was honored to have him share my $0.02 on ways to invest during deflationary times: In deflation, cash is ... market trends, news research and surveys resources


The performance of the 130/30 strategy in the Australian equities ...
Academic research in value investing arose grew from the ..... based 130/30 strategy and its no-shorting (long-only) counterpart. Unlike the momentum ... technology research, surveys study and trend statistics
Long/Short Fund Services
When it comes to long/short funds, you need the expert guidance of an experienced advisor, one familiar with the fine print of your fund valuations, and a leader in administration, accounting and reporting. We offer solutions for long/short funds across a spectrum of services—individually, grouped or linked end to end. Click on the links below to download J.P. Morgan's Long/Short Guide for Fund Administrators.   Fund Accounting Long/short fund administrators are typically geared up to handle the valuation of their long positions. However, valuation of the 130/30 portfolio is more complex. ... technology research, surveys study and trend statistics
Columbia University, and their adherence to value investing. Warren Buffett's investment strategy is more complex than Graham's original passive screening ...
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Shorting stocks. | Ask MetaFilter
Considering that amateur investors often lose money in the stock market, would the outcome be reversed if an amateur shorted instead? Is it easier to pick losers than winners? What are the signs of a good short pick? What are the pitfalls of shorting? I think the biggest thing is the potential of unlimited loss. Largely theoretical, but if you screw up badly enough, you can lose more than your investment (which isn't possible with "longing"). The biggest pitfall of shorting, as I understand it, is that your potential losses are not limited by your initial investment: theoretically, the stock could just keep going up and up, ...
General Stock Investment Strategies: Shorting, cash proceeds ...
I have worked as a mentor and national instructor for Investools, BusinessWeek Investor Education, and CNBC University. I have helped to create several of their courses and authored some of their instructional manuals. I am currently a principal at a private asset management firm. I welcome any questions regarding the markets and any investment strategy. I prefer to offer recommendations in the form of strategy and suitability rather than in giving my opinions about specific stocks. Experience I have worked for over nine years in the trading industry, starting as a research analyst for an equity hedge fund and as a financial ...