During his recent interview with Srivatsan Prakash, Jim Chanos explained how Enron and FTX shared the same ‘Black Box’ characteristics. Here’s an excerpt from the interview: Q3 2022 hedge fund... Read More
Q3 2022 hedge fund letters, conferences and more In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Here’s Why Tesla’s Margins Don’t Make... Read More
During the 2010 Berkshire Annual Meeting, Charles Munger quoted Otto von Bismarck on the two things you shouldn’t watch – sausage making and legislation making. Here’s an excerpt from... Read More
During his recent interview with Boston College, Mohnish Pabrai explained why most business moats are created accidentally. Here’s an excerpt from the interview: Q3 2022 hedge fund letters, conferences and... Read More
During the 1999 Berkshire Hathaway Annual Meeting, Warren Buffett explained why wonderful industries do not always equate to wonderful businesses. Here’s an excerpt from the meeting: Q3 2022 hedge fund... Read More
Q3 2022 hedge fund letters, conferences and more In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value Investing In The 70s. Here’s an... Read More
In his recent interview with The Long View, Morgan Housel explained why most of your investing success will come from a small fraction of your investments. Here’s an excerpt from... Read More
During his recent interview on The End Game Podcast, David Einhorn explains why value investing will continue to be a very successful strategy. Here’s an excerpt from the interview: Q3 2022... Read More
In the book Choices, Values, and Frames, Daniel Kahneman and Amos Tversky explain why investors need to make peace with their losses. Here’s an excerpt from the book: Q3 2022 hedge... Read More
In this interview with The Wall Street Lab, Mohnish Pabrai discusses two big mistakes you can make by being a cheapskate. Here’s an excerpt from the interview: Q3 2022 hedge fund... Read More
During his recent interview with Delivering Alpha, Ken Griffin explained why you don’t want to own so many equities that you’re forced to sell at the bottom. Here’s an excerpt... Read More
During his recent interview with Mis Propias Finanzas, Mohnish Pabrai discussed his process for analysing a company. Here’s an excerpt from the interview: Q3 2022 hedge fund letters, conferences and more Pabrai:... Read More
During the 2011 Berkshire Hathaway Annual Meeting, Warren Buffett was asked – how can we determine how good of a job you have done at allocating capital? Here’s an... Read More
During the 2018 Berkshire Annual Meeting, Warren Buffett and Charlie Munger explained why they still invest in capital intensive businesses. Here’s an excerpt from the meeting: Q3 2022 hedge fund... Read More
During his recent interview with Interactive Investor, Bill Ackman explained why this is another great ‘moment’ to buy stocks. Here’s an excerpt from the interview: Q3 2022 hedge fund letters, conferences and... Read More
During his recent interview with CNBC, Stanley Druckenmiller explained why he will be stunned if we don’t have a recession in 2023. Here’s an excerpt from the interview: Q3 2022... Read More
During his recent conversation at the LSE Event, Ray Dalio explained why markets can always be beaten. Here’s an excerpt from the conversation: Q3 2022 hedge fund letters, conferences and... Read More
During his recent interview with WealthTrack, Tom Russo explained how Warren Buffett and Charlie Munger life lessons are linked to investing. Here’s an excerpt from the interview: Q3 2022 hedge fund... Read More
In his latest Q32022 Roundup, Howard Marks explains why blanket advice to buy or sell isn’t very useful. Here’s an excerpt from the roundup: Q3 2022 hedge fund letters, conferences... Read More
Q3 2022 hedge fund letters, conferences and more In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Argument Against Concentration. Here’s an excerpt... Read More
Q3 2022 hedge fund letters, conferences and more In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Indexing Is Harder Than It Sounds. Here’s... Read More
In his recent interview with Meb Faber, Steve Romick explained how value investing has changed since Graham & Dodd. Here’s an excerpt from the interview: Q2 2022 hedge fund letters,... Read More
