John Rogers: ‘Cheap Orphan’ Stocks Appear During High Volatility Markets

Here’s a great interview with John Rogers of Ariel Investments speaking with Business Insider. During the interview Rogers shares some great insights into how ‘Cheap Orphan’ stocks appear in high volatility environments, saying: Q4 hedge fund letters, conference, scoops etc Image source: YouTube Video Screenshot We try to make volatility our friend. [...]

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Carl Icahn – Top 10 Holdings Q42018

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 [...]

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Warren Buffett: Stocks – What Else In The World Don’t You Like To Buy Cheaper Than You’re Paying The Day Before?

Here’s a great recent interview with Warren Buffett at CNBC discussing a number of topics including his value investing mindset. Here’s an excerpt from the interview:BECKY QUICK: I know you’re like Dr. Spock. You’re completely emotionless, when it comes to dealing with market moves. But is there any part [...]

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Seth Klarman – Top 10 Holdings Q4 2018

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 [...]

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Michael Burry – Top 10 Holdings Q42018

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 [...]

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Ray Dalio – 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 [...]

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Seth Klarman: The Proper Wiring For A Long-Term Investor

In Seth Klarmans’ latest shareholder letter he writes successful investing is like being a successful relief pitcher, saying: Q4 hedge fund letters, conference, scoops etcConsider the plight of a relief pitcher. Historically undervalued, unappreciated, often used interchangeably with other relievers, and, until recently, low on the major league pay scale. [...]

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Warren Buffett: How’s That For A Strategic Plan?

In the 1984 Berkshire Hathaway Shareholder Letter, Warren Buffett describes his and Munger’s suprising strategic plan for finding their big investment ideas, saying: Q4 hedge fund letters, conference, scoops etc“Using my academic voice, I have told you in the past of the drag that a mushrooming capital base exerts upon rates [...]

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Howard Marks: 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 [...]

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Prem Watsa: 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 [...]

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14 Books That Every Investor Should Read: Columbia Business School (Security Analysis Course)

We recently started a series called – Superinvestors: Books That Every Investor Should Read. So far we’ve provided the book recommendations from: Q4 hedge fund letters, conference, scoops etc Photo by jill111 (Pixabay)Charles Munger: 32 Books That Every Investor Should Read Seth Klarman: 32 Books That Every Investor Should Read Warren Buffett: 35 [...]

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Charles Munger: Munger’s Rule!

Every time we listen to Charles Mungers’ famous speech titled – The Psychology of Human Misjudgement, we learn something new. One example is Munger’s example of the problem with having a ‘Board of Directors’ in American companies, saying: Q4 hedge fund letters, conference, scoops etcFinally the institution of the board [...]

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