In Robert Hagstrom’s book – Warren Buffett: Inside the Ultimate Money Mind, there’s a great passage on the evolution of value investing, which includes thoughts from Warren Buffett and Charles... Read More
In their recent episode of The Acquirers Podcast with Tobias, Max Frumes and Sujeet Indap, co-authors of The Caesars Palace Coup discussed High-Profile Chapter 11s. Here’s an excerpt from... Read More
In his latest 2020 letter to shareholders, Jamie Dimon discusses a number of topics including why net present value analysis fails to capture ‘true’ value. Here’s an excerpt from... Read More
In his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Punishing Mistakes Of Others. Here’s an excerpt from the interview: Q1 2021 hedge... Read More
In his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Value Investing: Quality At A Reasonable Price. Here’s an excerpt from the... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Paul Graham’s Axioms. Here’s an excerpt from the episode: Q1 2021 hedge fund letters, conferences... Read More
In his 2015 letter to shareholders, Mark Leonard posed the following thought experiment: Q4 2020 hedge fund letters, conferences and more How about a thought experiment? Assume attractive return opportunities are... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Company Bailouts. Here’s an excerpt from the episode: Q4 2020 hedge fund letters, conferences and... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Airlines At Ludicrous Speed. Here’s an excerpt from the episode: Q4 2020 hedge fund letters,... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Testosterone In Investing. Here’s an excerpt from the episode: Q4 2020 hedge fund letters, conferences... Read More
In his recent interview on the Meb Faber Podcast, Jeremy Grantham discussed the problem with being contrarian. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and... Read More
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Reopening Trade, Airlines At... Read More
In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed Neutralizing Macro Risks. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and... Read More
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Small, Cheap, Junk Rally. Here’s an excerpt from the podcast: Q4 2020 hedge fund letters,... Read More
In his recent interview with Tobias, Adrian Saville, Chief Executive at Cannon Asset Management discussed The African Century. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and... Read More
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bonsais and Investing. Here’s an excerpt from the podcast: Q4 2020 hedge fund letters, conferences... Read More
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Biggest Winners Are Undervalued . Here’s an excerpt from the podcast: Q4 2020 hedge... Read More
You can find out more about the VALUE: After Hours Podcast here – VALUE: After Hours Podcast. You can also listen to the podcast on your favorite podcast platforms here: Q4... Read More
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed HeLa Cells. Here’s an excerpt from the episode: Q4 2020 hedge fund letters, conferences and... Read More
In his recent interview with Tobias, Ted Seides from the Capital Allocators Podcast discussed How Capital Allocators Approach Style-Drift. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences... Read More
Back in 1997 on the Silicon Investor Message Board, Michael Burry provided four book recommendations for value investors. Here’s an excerpt from the thread: Q4 2020 hedge fund letters, conferences... Read More
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $Bitcoin Bulls. Here’s an excerpt from the podcast: Q4 2020 hedge fund letters, conferences and... Read More
