Learning From Chuck Akre

One of the traits that sets the Great Investors apart is the ability to be grounded - to remain calm under pressure and sensible when things get hairy. All the Masters have it but none more so than Chuck Akre. Q2 hedge fund letters, conference, scoops etc Image used with permission [...]

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Short Quotes From Famous Investors

"He who sells what isn't his'n must make it good or go to prison." The amateur speculator soon learns this little Wall Street jingle and is often deterred by it from making a short sale.  It is essential, however that he understand the mechanics of short selling, its economic [...]

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How Buffett Manages Risk

Investing involves risk. Q1 hedge fund letters, conference, scoops etc Image used with permission from Investment Masters Class No surprise there and virtually every investor will agree. When there’s the chance of losing your capital, and by that I mean permanent loss of capital, then it’s something to be concerned about. You’re [...]

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Merger Masters – The Art Of Risk Arb

If you’ve worked in investing for a while, or even if you’re a private investor, I’m sure you will have come across the term Arbitrage. It comes from the French, and in investing its definition is ‘the buying and selling of securities, assets or commodities in different markets to [...]

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Learning From Aldi

Much of our time at Masters Invest has been spent on reviewing a couple of key things - Good Companies, and Investors and Business people who have stood out from the crowd; those few who have made a name for themselves through their innovative investment strategies or business practices, [...]

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Daily Journal Meeting Notes 2019

What makes a Master Investor? We have covered many of them over the last couple of years, and you would have to agree that every single Master we have reviewed has their own special qualities. Whether its Buffett, Dalio, Rochon, or Akre, et al; all are impressive in their [...]

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Market Timing

There are many impossibilities in life. And I’m sure you’ve heard of some of them - to live forever, to travel at the speed of light, or even to travel back in time. But one of the lesser known impossibilities is the belief that someone is able to consistently Time [...]

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Thinking About Return On Capital

Return on capital. Its a simple thing. It’s defined as the amount of money the business earns on the capital that has been invested in the business. And its also one of the attributes the world’s most successful investors are after when they’re looking for quality companies. Q3 hedge fund [...]

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Learning From Robert Cialdini – Part III

Would you consider $300,000 a fair price for a book? Q3 hedge fund letters, conference, scoops etc Image used with permission from Investment Masters Class Charlie Munger did, and he even considered it ‘light’ payment, considering the billions he made from the learnings he took from within. That’s how powerful Robert Cialdini’s [...]

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The First Investment Primer

People like to make investing complicated. And the more complicated they can make it sound, the smarter some people think they are. If you stop and think about it, the investment strategies that are marketed today could make anyone’s head spin; Value, Deep Value, Relative Value, Growth, Core Growth, [...]

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Factfulness – Learning From Hans Rosling

Facts are important. They are the fundamental truth that allows us to make decisions. They allow us to determine what is right and what is wrong. They help us decipher critical information so we can sift the lies and stories from the actual statistical details, and because of this, [...]

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Jeff Bezos Interviewed By David Rubenstein

Just five weeks after Apple became the first trillion dollar company, Jeff Bezos' Amazon became the second company to reach that milestone. And off the back of that, Bezos has become the world’s richest person. Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett [...]

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The Stock ‘Business’ Market

"That whole idea that you own a business, you know, is vital to the investment process." Warren Buffett Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. [...]

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Investment Stories vs. Facts

Who doesn’t love a story? Those tales of woe and drama, intrigue and suspense; and the better the storyteller the more we’re usually hooked. Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it on your [...]

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Learning From Ray Kroc

We all know McDonald's. And we've all probably eaten there; it's a pretty rare person who hasn't dined at one of their restaurants at some point in their life. And given there is more than 35,000 of them in 120 countries, and that they serve over 68 million of [...]

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Investment Lessons From Les Schwab

"If you want to read one book that will demonstrate really shrewd compensation systems in a whole chain of small businesses, read the autobiography of Les Schwab, who has a bunch of tire shops all over the Northwest. And he made a huge fortune in one of the world’s [...]

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Learning From Podcasts

"Nothing has served me better in my long life than continuous learning." Charlie Munger 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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Chuck Akre’s 3 Legged Stool

Investing is full of uncertainties. You know the story; there are known unknowns and unknown unknowns, but there ain't no perfection, secret formulas or guaranteed riches. Investors have been searching for that elusive recipe for success for ages, and have mostly come up blank. Despite this, there IS one [...]

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John Neff – A Fifty Seven Bagger!

I can't recall how I came across John Neff's book. It must have been recommended by one of the Investment Masters, but to be honest, the name John Neff didn't jump out at me, and the book certainly didn't either. With pictures of currency symbols on the front cover, [...]

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Staying Curious

Are you a curious person? Do you always ask questions, determinedly seek out new information or continually want to know why? If there is one thing the Investment Masters seem to agree on, it's that you don't need a sky-high IQ or advanced mathematical skills to be a successful [...]

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The Berkshire Archive – Part 2

Once a year, investors from all over the world flock to Omaha, Nebraska, for one primary reason: to learn. And the crowd that gathers ranges from beginners who are just just starting out to many of the Investment Masters themselves. Get The Full Series in PDF Get the entire 10-part series [...]

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