Investing Using A Buffett Partnership Style Strategy

During his recent interview with Tobias, Steven Kiel of Arquitos Capital discusses investing using a Buffett Partnership style strategy. Here’s an excerpt from the interview: Q4 2019 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias Carlisle: So, these are all particularly interesting positions, how do you transition from...

Charlie Munger: “I Don’t Like Even Looking For Exits. I’m Looking For Holds”

During the 2019 Daily Journal Annual Meeting Charlie Munger made some great admissions about his inability to successfully exit stock positions saying: Q4 2019 hedge fund letters, conferences and more “I don’t like even looking for exits. I’m looking for holds.” He was asked the question: Question: How do you think about downside protection...

Key Insights From The Man Who Solved The Market

During his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed his key takeaways from the book. Here’s an excerpt from the interview: Q4 2019 hedge fund letters, conferences and more Image source: Youtube Video Screenshot Tobias Carlisle: Look, I absolutely loved the book. Thoroughly recommend...

Charles Munger: Q4 2019 Top 10 Holdings

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of...

Howard Marks: Q3 2019 Top 10 Holdings

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of...

How To Screen For Potential Opportunities – Using Other Smart Investors 13F’s

During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital discusses how he screens for potential opportunities, using other smart investors 13F’s. Here’s an excerpt from the interview: Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay Tobias Carlisle: How do you find the companies...

The First Question To Ask When Analysing Opportunities – What Is The Customer Value Proposition?

During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital explains the importance of understanding the customer value proposition, when analysing potential investment opportunities. Here’s an excerpt from the interview: Q3 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay Tobias Carlisle: Okay. So you very...

Unit Economics – A Modern Value Approach

During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital discusses how unit economics provide an alternative method for valuing companies today. Here’s an excerpt from the interview: Q3 2019 hedge fund letters, conferences and more janjf93 / Pixabay Tobias Carlisle: Well, that’s very kind. I heard...

The Three Things Investors Should Target In A Potential Investment – Moat, Management, And Forecastability

During their recent interview with Tobias, Sean Stannard-Stockton and Todd Wenning of Ensemble Capital discuss the three things that investors should target in a potential investment. Here’s an excerpt from the interview: Q3 2019 hedge fund letters, conferences and more Tobias Carlisle: What would you say is your ideal target? Sean Stannard-Stockton: Todd,...

Hottest Short Stocks As Of November 19th

S3 Partners recently released its hottest short stocks as of November 19th. The top three stocks include: Q3 2019 hedge fund letters, conferences and more Peloton Interactive (NASDAQ: PTON) with over 84% short interest % of float Gamestop Corp (NYSE: GME) with almost 80% short interest % of float Health...

How To Discover Compounders In Growth Emerging Markets (GEMs)

During her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses how to discover compounders in growth emerging markets (GEMs). Here’s an excerpt from the interview: Q3 2019 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias Carlisle: So your pitch deck describes Sixteenth...

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