In their recent episode of the VALUE: After Hours Podcast, Mitchell, Brewster, and Carlisle discussed Why Good Management Is The Most Important Factor In An Investment. Here’s an excerpt... Read More
During his recent interview on The Acquirers Podcast with Tobias, Vincent Deluard, Director – Global Macro Strategy at StoneX Group Inc discussed The Nuclear Winter Of The 60/40 Portfolio. Here’s an excerpt... Read More
Earlier this year during the DJCO Annual Meeting, Charles Munger discussed the reasons why Warren Buffett was selling Wells Fargo stock, and he was not. Here’s an excerpt from... Read More
In his latest interview on The Knowledge Project Podcast, Joel Greenblatt discussed what makes a great investor. Here’s an excerpt from the interview: Q1 2021 hedge fund letters, conferences and... 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 latest interview with Bloomberg, Howard Marks recommends investors look for opportunities in the downtrodden. Here’s an excerpt from the interview: Q1 2021 hedge fund letters, conferences and more Well... Read More
In their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed Is The White-Hot Housing Market. Here’s an excerpt from the episode: Q1 2021 hedge fund... Read More
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Should Buffett Have Sold Wells Fargo Earlier?. Here’s an excerpt from the episode: Q1 2021... Read More
In his 2000 Shareholder Letter, Michael Burry provided a simple example of the deleterious effect of permanent capital loss on portfolio returns. Here’s an excerpt from the letter: Q1 2021... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Cassel, and Carlisle discussed If You Want To Hold A Multi-bagger, You Have To Hold A Multi-bagger. Here’s... Read More
During his recent interview on The Acquirers Podcast with Tobias, Gary Mishuris, Managing Partner of Silver Ring Value Partners discussed Investing In Predictability. Here’s an excerpt from the interview: Q1... Read More
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Similarities Between Crypto And The Gold Rush. Here’s an excerpt from the episode: Q1 2021... Read More
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Growth Back-On. Here’s an excerpt from the episode: Q1 2021 hedge fund letters, conferences and... Read More
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed The Market Is So Hungry For Equity. Here’s an excerpt from the episode: Q1 2021... Read More
In his latest interview with The Hustle, Stanley Druckenmiller discussed a number of topics including how the greatest investors make large concentrated bets when they have a lot of... Read More
In his recent interview on The Mab Faber Podcast, Chris Cole discusses constructing a portfolio that will last one hundred years. Here’s an excerpt from the interview: Q1 2021 hedge... Read More
During his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader discussed... Read More
During his recent interview on The Acquirers Podcast with Tobias, Colin Lancaster, author of Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader discussed... Read More
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Hanging Out With Tom Gayner At The Markel Annual Meeting. Here’s an excerpt from... Read More
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Will The Small Value Rally Continue? Here’s an excerpt from the episode: Q1 2021 hedge fund... Read More
During his recent interview on The Acquirers Podcast with Tobias, Adam Mead, author of The Complete Financial History of Berkshire Hathaway discussed Buffett’s Strategy Of Having No Strategy. Here’s an... Read More
In his latest interview with the Fifth Avenue Synagogue, Bill Ackman discusses how he’s structured Pershing Square to be the same as Berkshire Hathaway. Here’s an excerpt from the... Read More
