In this presentation and Q&A at MDI, Gurgaon, Mohnish Pabrai discusses the importance of having someone to talk to about your investments. Here’s an excerpt from the presentation: Q2 2023... Read More
During their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Value Studies Outperform Value Gurus: A Study of the Long-Term Returns. Here’s an excerpt from... Read More
In his book, Principles Life and Work, Ray Dalio provides three lessons on making money in the stock market. Here’s an excerpt from the book: Q2 2023 hedge fund letters, conferences... Read More
In this lecture at Columbia University, Joel Greenblatt discusses advice from Warren Buffett on why it is much easier for smaller investors to achieve superior investment returns. Here’s an... Read More
In his 1985 Berkshire Hathaway Annual Letter, Warren Buffett discussed the misconception of managerial achievement in companies when it comes to increasing earnings. Saying, that simply increasing capital and... Read More
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. However, this week we thought we’d take a... Read More
During this interview with David Rubenstein, Jeremy Grantham explains how he was able to make money despite the S&P being down fifty percent. Here’s an excerpt from the interview: Q2... Read More
During the 1998 Berkshire Hathaway Annual Meeting, Warren Buffett explained why investors should focus on being patient and finding the right investment, rather than being active and buying anything... Read More
In his 1965 Buffett Partnership Letter, Warren Buffett explains why he derives no comfort because important people, vocal people, or great numbers of people agree with him. Nor does... Read More
During this interview with Invest Like The Best, ‘Tiger Cub’ Lee Ainslie explains why successful investing is not about finding a magic formula, but about incrementally improving your odds.... Read More
During the 2021 Daily Journal Annual Meeting, Charles Munger explained why value investing will never go out of style. Here’s an excerpt from the meeting: Q2 2023 hedge fund letters,... Read More
During his recent Q2 2023 Earnings Call, David Einhorn discussed “Animal Spirits” returning to the anti-value pockets of the market. Here’s an excerpt from the call: Q2 2023 hedge fund... Read More
During the 2006 Berkshire Hathaway Annual Meeting, Warren Buffett explained why he would rather hold excess cash than do ‘dumb’ deals. Here’s an excerpt from the meeting: Q2 2023 hedge... Read More
In his 2012 Berkshire Hathaway Annual Letter, Warren Buffett explained why he follows Phil Fisher’s approach to dividends. Here’s an excerpt from the letter: Q2 2023 hedge fund letters, conferences... Read More
During the 1994 Berkshire Hathaway Annual Meeting, Warren Buffett explained why some of the best businesses don’t grow. Here’s an excerpt from the meeting: Q2 2023 hedge fund letters, conferences... Read More
During his recent interview with The Money Maze Podcast, David Einhorn discusses the biggest change to value investing today. Here’s an excerpt from the interview: Q2 2023 hedge fund letters,... Read More
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed When Warren Buffett Saw The Terror Threat. Here’s an excerpt from the episode: Q2 2023... Read More
In this Q&A session with members of the Finance and Investment Cell at SRCC Delhi, Mohnish Pabrai explained why investors project present circumstances to infinity. Here’s an excerpt from... Read More
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Zooming Out On Berkshire Hathaway. Here’s an excerpt from the episode: Q2 2023 hedge fund... Read More
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Why is Berkshire Hathaway Buying More Oxy?. Here’s an excerpt from the episode: Q2 2023... Read More
During the 2014 Berkshire Hathaway Meeting, Buffett and Munger discussed why investing is not for everyone. Here’s an excerpt from the meeting: Q2 2023 hedge fund letters, conferences and more WARREN... Read More
During their latest episode of the VALUE: After Hours Podcast, Valdez, Taylor, and Carlisle discuss Warren Buffett – Taking The Dagger Off The Steering Wheel. Here’s an excerpt from... Read More
