During their recent interview on The Acquirers Podcast with Tobias, Matt Cochrane, Lead Advisor at 7Investing discussed #neversell Gets You Through Drawdowns. Here’s an excerpt from the interview: Q2 2021... Read More
During his recent interview on The Acquirers Podcast with Tobias, David Trainer, CEO of New Constructs discussed The New Value Factor. Here’s an excerpt from the interview: Q2 2021 hedge... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Average Up & Bet Hard. Here’s an excerpt from the episode: Q2 2021 hedge fund... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Grantham’s Everything Bubble. Here’s an excerpt from the episode: Q2 2021 hedge fund letters, conferences... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Are You The Average Of The Five People You Spend The Most Time With?... Read More
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... Read More
In his 2008 shareholder letter, Warren Buffett discussed the U.S Treasury Bond bubble of 2008 and why investors should beware of investment activity that produces applause. Here’s an excerpt... Read More
In this interview with WIRED, Peter Thiel discussed the lessons he learned from not participating in the Series B round in Facebook. Here’s an excerpt from the interview: Q2 2021... Read More
Earlier this year in his Annual Shareholder Meeting, Terry Smith was asked about his thoughts on investing in Bitcoin. Here’s an excerpt from the meeting: Q2 2021 hedge fund letters,... Read More
In his latest paper titled – Turn and Face the Strange – Overcoming Barriers to Change in Sports and Investing, Michael Mauboussin discusses the reasons why sporting organizations and... Read More
In his latest article titled – China’s Tech Crackdown: Its about Control, not Consumers or Competition!, Aswath Damodaran values four of China’s tech giants, taking into account the latest government... Read More
During their recent interview on The Acquirers Podcast with Tobias, Matt Cochrane, Lead Advisor at 7Investing discussed Just Buy The Best Companies. Here’s an excerpt from the interview: Q2 2021... Read More
In this interview on The Bogleheads Podcast, Cliff Asness discussed his time with Gene Fama, and the confusion around value investing. Here’s an excerpt from the interview: Q2 2021 hedge... Read More
In his latest letter to investors, Thomas Russo discusses why he continues to hold Berkshire Hathaway saying, Berkshire Hathaway has the least amount of agency cost of any company... Read More
In his latest interview on The Business Brew Podcast, Dan McMurtrie explained why securities inherit characteristics of their holders. Here’s an excerpt from the interview: Q2 2021 hedge fund letters,... Read More
During his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Call Options Are Like Lottery Tickets. Here’s an... Read More
In this interview with FGV Finance, Howard Marks highlights that while some investors might say, “we don’t invest in tech”, the reality is that you can’t invest in this... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Building A ‘Hail Mary’ Portfolio. Here’s an excerpt from the episode: Q2 2021 hedge fund... Read More
In this presentation, Howard Marks discusses how to identify when the odds are against you. Here’s an excerpt from the presentation: Q2 2021 hedge fund letters, conferences and more Image source:... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Berkshire Hathaway Net Sellers. Here’s an excerpt from the episode: Q2 2021 hedge fund letters,... Read More
During his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Never Ever Sell An Option. Here’s an excerpt... Read More
While Warren Buffett is famous for calling derivatives ‘financial weapons of mass destruction’, in his 2008 Shareholder Letter he explained his strategy for trading derivatives. Here is an excerpt... Read More
