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 (Trades, Portfolio), the portfolio manager of Wedgewood Partners' portfolio, reported his fund's first quarter portfolio last week. The guru's first quarter holdings highlighted two new ...

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 ...

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 Chief Investment Officer David Rolfe (Trades, Portfolio) disclosed four new holdings in his second-quarter portfolio, which was released last week. The guru's St. Louis-based firm ...

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 ...