We’re Heading For A Financial Ice Age
During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss We’re Heading For A Financial Ice Age. Here’s an excerpt from the episode: Q4 2022... Read More
Warren Buffett: Overdiversifying – The Noah School Of Investing
In his 1966 Buffett Partnership Letter, Warren Buffett discussed Overdiversifying – The Noah School of Investing. Here’s an excerpt from the letter: Q4 2022 hedge fund letters, conferences and more There... Read More
Michael Mauboussin: Investors Should Always Compare Opportunities With Appropriate References
During his recent interview with Tim Ferriss, Michael Mauboussin explained why investors should always consider comparing opportunities with appropriate references. Here’s an excerpt from the interview: Q4 2022 hedge fund... Read More
Tom Gayner: Finding Bargains On The New High/New Low Lists
During his recent interview with The Business Brew, Tom Gayner discussed finding bargains on the new high/new low lists. Here’s an excerpt from the interview: Q4 2022 hedge fund letters,... Read More
Stocks In A ‘Death Zone’
 Q4 2022 hedge fund letters, conferences and more During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Stocks In A ‘Death Zone’. Here’s an... Read More
Warren Buffett’s Uncanny Ability To Predict The Future
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Uncanny Ability To Predict The Future. Here’s an excerpt from the episode: Q4... Read More
David Einhorn: Good Buybacks vs Bad Buybacks
During his recent interview with CNBC, David Einhorn discussed the difference between good buybacks vs bad buybacks. Here’s an excerpt from the interview: Q4 2022 hedge fund letters, conferences and... Read More
Warren Buffett: The Secret Sauce of Investing
In his most recent Berkshire Hathaway 2022 Annual Letter, Warren Buffett discusses the secret sauce of investing. Here’s an excerpt from the letter: Q4 2022 hedge fund letters, conferences and... Read More
Warren Buffett’s Masterful Use Of Debt
Q4 2022 hedge fund letters, conferences and more During their latest episode of the VALUE: After Hours Podcast, Morris, Taylor, and Carlisle discuss Warren Buffett’s Masterful Use Of Debt. Here’s... Read More
Pending Residential Real Estate Apocalypse
 During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Pending Residential Real Estate Apocalypse. Here’s an excerpt from the episode: Q4 2022 hedge fund... Read More
Chris Bloomstran: The Future For The Fab 5 – Apple, Microsoft, Google, Amazon And Facebook
In his latest Semper Augustus 2022 Annual Report, Chris Bloomstran provides a comprehensive analysis of the Fab 5 – Apple, Microsoft, Google, Amazon and Facebook, and discusses their future.... Read More
Warren Buffett: What Makes Charlie Munger A Great Partner
In his recent Berkshire Hathaway 2022 Annual Letter, Warren Buffett provided a list of some of the best thoughts from his partner Charlie Munger. Here’s an excerpt from the... Read More
Jim Chanos: This Reminds Me Of October 2000
During his recent interview with The Market, Jim Chanos explained why this reminds him of October 2000. Here’s an excerpt from the interview: Q4 2022 hedge fund letters, conferences and... Read More
Value 92nd Percentile Cheap
Q4 2022 hedge fund letters, conferences and more During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value 92nd Percentile Cheap. Here’s an excerpt... Read More
Injelitance: The Death of Growth
 Q4 2022 hedge fund letters, conferences and more During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Injelitance: The Death of Growth. Here’s an... Read More
Charles Munger: One Mistake That Cost Me $200 Million
During the 2001 Berkshire Hathaway Annual Meeting, Charles Munger discussed one mistake of omission that cost him $200 Million. Here’s an excerpt from the meeting: Q4 2022 hedge fund letters,... Read More
Mohnish Pabrai: Most Potential Investments Will Have Some ‘Hair’ On Them
During this interview with SumZero, Mohnish Pabrai discusses how most potential investments will have some ‘hair’ on them. Here’s an excerpt from the interview: Q4 2022 hedge fund letters, conferences... Read More
This Reminds Us Of The 1920’s
 Q4 2022 hedge fund letters, conferences and more During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss This Reminds Us Of The 1920’s. Here’s... Read More
Ray Dalio: How To Backtest Your Investments
During his recent interview on the RWH Podcast, Ray Dalio explained how you should backtest your investments. Here’s an excerpt from the interview: Q4 2022 hedge fund letters, conferences and... Read More
Warren Buffett: Why We Borrow Money While Sitting On A Mountain Of Cash
In his 2003 Berkshire Hathaway Annual Letter, Warren Buffett explained why he borrows money while sitting on a mountain of cash. Here’s an excerpt from the letter: Q4 2022 hedge... Read More
Stanley Druckenmiller: Focus On What Makes A Stock Go Up Or Down
In the book The New Market Wizards, Stanley Druckenmiller explains why he focuses on what makes a stock go up or down. Here’s an excerpt from the book: Q4 2022 hedge... Read More
Warren Buffett: Any Blind Date Is Preferable To One With The Girl Next Door
In his 1987 Chairman’s Letter, Warren Buffett explained how investors make the mistake of choosing exotic-sounding businesses over the less exotic, boring ones. Here’s an excerpt from the letter: Q4... Read More
