Harvard Business School Professor Max Bazerman discuses how important it is to not just to be able to focus, but to be a good noticer as well. Bazerman is... Read More

In 30 years at Fortune, I’ve interviewed CEOs and billionaires and other titans about what makes them succeed. Here are 10 things I’ve learned, plus wisdom from Warren Buffett. The... Read More

Michael Mauboussin is the author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing (Harvard Business Review Press, 2012), Think Twice: Harnessing the Power of... Read More

In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Adaptive Radiation. Here’s an excerpt from the episode: Q1 2021 hedge fund letters, conferences and... Read More

Bill Nygren's market commentary for the second quarter ended June 30, 2016. H/T Dataroma Shortly after I moved to Chicago, a good friend introduced me to Earl the ticket broker. Having... Read More

Gold was up today after a long slide last week. The precious metal has decreased significantly in price since Goldman Sachs recommended investors short the asset. Today Goldman is... Read More

Key Points In a prolonged anti-value momentum-driven rally, it’s easy and natural to forget the long-term value proposition of a rebalancing discipline. The evidence and intuition underlying a contrarian... Read More

 The post was originally published here. Highlights: Expansion to other industries as oil business matures Natural gas as transition fuel drives PTT’s organic growth Attractive dividend yield despite rise in... Read More

According to eVestments, hedge funds declined an average of 0.72% in September, but outpaced the S&P during a difficult month. The industry ended Q3 down 0.46% and is up... Read More

Chris Leithner: A Reviewee Reviews a Reviewer - Part II H/T ValueInvestingWorld The examples are legion, but one will suffice. “The current economic situation is in many ways better than what... Read More