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. [...]
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 [...]
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 [...]
Here’s a great article by Aswath Damodaran in which he warns investors who are considering investing in companies that use acquisitions as part of their growth strategy, saying:“If you look at the collective evidence across acquisitions, this is the most value destructive action a company can take.” Here’s an excerpt [...]
Here’s a great recent interview with Joel Greenblatt at CNBC discussing value investing and the one promise that he makes to his new value investing students at Columbia University, saying: Q4 hedge fund letters, conference, scoops etcWe value businesses like we’re a private equity firm. That’s what stocks are. They’re [...]
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 [...]
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 [...]
Here’s a great excerpt from Howard Marks’ recent interview on Real Vision. During the interview Marks explains how the structure of the Oaktree Capital Funds protects investors from themselves when the ‘herd’ wants to withdraw funds saying: Q4 hedge fund letters, conference, scoops etc“First of all we have the confidence [...]
Here’s a great recent interview with CNBC’s Becky Quick and Charles Munger discussing the difficulty of being an investor today, compared to when he and Warren started. Here’s an excerpt from the interview: Q4 hedge fund letters, conference, scoops etcBecky Quick: Charlie thank you very much for taking the time [...]
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 etcCharles Munger: 32 Books That Every Investor Should Read Seth Klarman: 32 Books That Every Investor Should Read Warren Buffett: 35 Books That Every [...]
Michael Mauboussin has just released his latest paper titled – Who Is On The Other Side?. In the paper Mauboussin describes a number of inefficiencies that exist in the market, driven mainly by the optimism or pessimism of human beings. Included in the paper is Mauboussin’s Checklist for Identifying 15 [...]
We’ve just been watching Charlie Munger at the latest Daily Journal meeting in which he recounts the most important investing trick he learnt from his grandfather, saying: Q4 hedge fund letters, conference, scoops etcI had a grandfather who was very useful to me. My mother’s grandfather. He was a pioneer. [...]
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 [...]
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 [...]
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. [...]
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 [...]
Here’s a great short video with Charles Munger talking about The Efficient Market Theory saying: Q4 hedge fund letters, conference, scoops etc“Well I think we’ve had some effect, but they’re still teaching The Efficient Market Theory. Remember the old ideas die hard. And by the way it’s roughly right. It’s [...]
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 [...]
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 [...]
One of the best books ever written on Behavioral Investing is – The Little Book of Behavioral Investing by James Montier. There’s a great passage in the book in which Montier emphasises the key lesson that investors can learn from the world’s greatest investors saying: Q4 hedge fund letters, conference, [...]
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 [...]
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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