Charles de Vaulx is a partner, portfolio manager, and chief investment officer at International Value Advisers. We are pleased to publish selected excerpts from a recent interview in which Mr. de Vaulx shares insights on his “eclectic” investment portfolio.
The Value Investors: Lessons from the World’s Top Fund Managers
Ronald W. Chan’s latest book, The Value Investors: Lessons from the World’s Top Fund Managers, is an excellent compilation of interviews with twelve highly successful value investors from very different backgrounds. Read this article for a brief review of the book.
Contango Oil & Gas: Compelling Opportunity for Natural Gas Bulls
In this article, we discuss the investment merits of Contango Oil & Gas, a unique exploration and production company with a compelling risk/reward profile.
Howard Marks Interview Transcript
The Manual of Ideas recently interviewed Howard Marks and has provided a 27-page transcript of the discussion. Read this article for excerpts from the interview.
Pitfalls in Oil & Gas Accounting
One of the most important task investors face involves identifying distortions in a company’s financial statements which may obscure actual economic performance or distort comparisons with other firms in the same industry. In this article we take a look at some potential pitfalls in accounting for oil and gas companies
European Investing Summit 2012
Read this article for more information on the upcoming European Investing Summit and an opportunity to register at a fifty percent discount to the regular price.
Natural Gas Remains Depressed With No End in Sight
Natural gas has remained cheap relative to crude oil for much longer than expected. In this article, we discuss the ongoing depression in the price of natural gas and the implications for industrial users and investors.