Don’t Neglect The Forgotten

Q2 hedge fund letters, conference, scoops etc A forgotten sector comes to life Miners decline relative to gold as investors give up on poor capital allocation by managers who paid high prices at the top of the last cycle 2007/2011. But that has changed as the sector has been starved of...

Discussion On Short Selling

An excellent video discussing short selling and the changing nature of managing money. Listen to the first 30 minutes. About the only edge left is to be a longer-term investor. Q4 hedge fund letters, conference, scoops etc Image source: YouTube Video Screenshot

To Find Moats Look For Monopolies And Consolidating Industries

Buffett’s greatest insight is that monopolies, duopolies, and oligopolies face little competition and little threat of new entrants. Companies that dominate their industries represent toll roads in your daily life. Every time you do anything in your daily life, you are sending part of your paycheck to monopolists. Q4 hedge...

Investing Is Hard. Big Mistakes And Moats

Big Mistakes: The Best Investors and Their Worst Investments by Michael Batnick A Stoic would agree with this quote from the above book: The most important thing successful investors have in common is worrying about what they can control. They don’t waste time worrying about which way the market will go...

Bitcoin Billionaire? Q3 hedge fund letters, conference, scoops etc jaydeep_ / Pixabay The Bitcoin Flaw To understand the prospects for bitcoin and the other cryptocurrencies and tokens, it is necessary to grasp the ce3ntrality of gold. Gold resolved both the horizontal and vertical enigmas of money. As a universal index of value, it...

Price Is Set At The Margin

Bitcoin is not money. Gold IS money because its marginal utility does NOT decline. Read an excellent short article: TheDigitalArtist / Pixabay We have covered several times Warren Buffet’s pointed (and disingenuous) comment that gold has no utility. It just sits, and there is a cost for it to sit. And...

REAL News Not FAKE News; Podcasts

Excellent Podcasts on Investing Q3 hedge fund letters, conference, scoops etc Buy-Backs This is when you want companies to buy back their stock: Industry hated, operations improving, multi-year lows. VANCOUVER , Oct. 29, 2018 /CNW/ - GOLDCORP INC. (TSX:G, NYSE:GG) ("Goldcorp") announces that that it has received approval from the Toronto Stock Exchange...

Hedge Fund Test: Are YOU Smarter Than A Chimp?

Test on your knowledge about the world Please put a check mark by the letter you choose or write it down next to the number of the question. Q3 hedge fund letters, conference, scoops etc You will be compared to a Chimp who—on each question—will be thrown bananas labeled A, B, or...

Create Your Own Case Studies

Is blockchain the technology of the future? George Gilder, author of Life After Google, argues that bitcoin and blockchain technology is revolutionizing the Internet. He sits down with Peter Robinson to discuss technology, cloud computing, big data, and the growing role of blockchain in innovating new technologies. [REITs] Q2 hedge fund...

Case Study On Managing A Company With John Thornton

View the Town Hall Meeting At Barrick Gold At our mid-year town hall, Barrick Executive Chairman John Thornton provided an update on the Company’s strategic framework and priorities. The discussion, summarized in a series of video clips below, covered seven core strategic dimensions of our business: our partnership culture; our...

Free Course On America’s Great Depression

One way to become a better investor and informed citizen is to study history.   an old pro gives advice: “Learn history!” Joe Rosenberg (JR), Investment Officer at Loews 2017 L_Letter-to-Shareholders shouts. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop,...

Time; A Deep Value Investor’s Perspective

Karl Pillemer of Cornell University interviewed 1200 people age 70 to 100+ for his book, 30 Lessons for Living, asking them: Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to...

100 To 1; Sales; Hedge Fund Pop Quiz

From Best to Worst.  There are typically two ways to make 100 to 1 on your money.   1. The preferred way–in my view because the company has more control of its destiny–would be to invest early in a high ROIC company that can redeploy capital at high rates...

Valuation Tutorials

Introducing HOLT Economic Profit Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Executive Summary The usual approach to valuing a firm is to calculate the present value (PV) of its future free cash flows. An alternative approach is to calculate the PV of its...

Condemned To Repeat The Mistakes Of The Past

Here We Go Again… Financial bubbles are not accidents but rather inevitable outcomes of our asset-backed banking system. To illustrate: imagine a homeowner who owns a $1 million house free and clear. He goes to a bank and borrows $800,000 against the house. This credit money springs into existence as...

The Art Of Contrary Thinking

Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. ...

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The Life and Career of Charlie Munger

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