The guru's St. Louis-based firm approaches potential investments with the mindset of a business owner, analyzing a handful of undervalued companies that have a dominant product or service, consistent ...

David Rolfe (Trades, Portfolio), the chief investment officer of Wedgewood Partners, disclosed his equity portfolio for the second quarter earlier this month. The guru's St. Louis-based firm ...

Loeb and Rolfe both have positions in UnitedHealth and Disney as of the three months ended June 30. They both sold shares of one stock, while buying the other. Taking an event-driven, value-oriented ...

David Rolfe KINGSTON- David Rolfe, 74, of Fairmont Avenue died Monday, Feb. 18, 2019, at home. Born Nov. 27, 1944 in Worcester, Mass.; he is the son of the late Louis and Bertha (Laitila) Rolfe. David ...

Although gurus Daniel Loeb (Trades, Portfolio), leader of Third Point, and David Rolfe (Trades, Portfolio), head of Wedgewood Partners, have different investment strategies, they still have a couple ...

David Rolfe is the chief investment officer and portfolio manager at Wedgewood Partners. Under his leadership, Wedgewood was named a separately managed account (SMA) manager of the year in both 2011 ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. David A. Rolfe is the chief investment officer at ...

One of those discussions in the latest letter that I really liked was the break-down of Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL). I've owned Alphabet on and off over the years and currently follow it ...

Wedgewood Partners’ 13F portfolio decreased from $1.13B to $987M this quarter. David Rolfe added S&P Global and increased Nvidia, while dropping Ulta Beauty. Their top five positions are at 42% of the ...

Guru entered position in Texas Pacific Land and sold out of Electronic Arts. He added to his Visa holding. Rolfe whittled down Edwards Lifesciences and Motorola Solutions. The guru's St. Louis-based ...

Three tech companies are owned by both gurus. Common holdings also include Visa V and S&P Global. Using an event-driven, value-oriented approach to picking stocks, Loeb’s New York-based firm is known ...

Question: How do you determine intrinsic value? If you use a DCF model, how do you deal with uncertainty? Do you use different discount rates for different businesses ...