
You Just Can’t Overpay For Quality!
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed You Just Can’t Overpay For Quality! Here’s... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed You Just Can’t Overpay For Quality! Here’s... Read More
According to his latest Q1 2022 13F, Warren Buffett purchased another 3,787,856 shares in Apple Inc, which means he now owns 890,923,410 shares in the company. This equates to... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Michael Burry Shorts $AAPL. Here’s an excerpt... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Investors Should Beware When Cloning 13F’s. Here’s... Read More
In his recent interview with the Sohn Conference Foundation, Stanley Druckenmiller recommended investors be open-minded to the possibility of something really bad happening. Here’s an excerpt from the interview: Q1... Read More
Q1 2022 hedge fund letters, conferences and more According to his latest 13F for Q1 2022, Warren Buffett added 8 new positions. This week we look at how these new... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investing Implications Of Dopamine. Here’s an excerpt... Read More
In his recent interview with Bridgewater Associates, Jeremy Grantham discusses the sure signs that this market breakdown is the real McCoy. Here’s an excerpt from the interview: Q1 2022 hedge... Read More
In his latest 2022 Berkshire Annual Meeting, Warren Buffett explained why there is nothing more destructive than companies reporting forecasted earnings. Here’s an excerpt from the meeting: Q1 2022 hedge... Read More
In his recent interview with Jordan Harbinger, Ray Dalio explains why investors should have two portfolios, one for the good times, and one for the bad times. Here’s an... Read More
Earlier this year at the Daily Journal Annual Meeting, Charles Munger explained why old school valuation methods will never die. Here’s an excerpt from the meeting: Q1 2022 hedge fund letters,... Read More
In the past twelve months, one sector has outperformed all others, and that is Energy. Here’s a list of some of the top performing stocks in the Energy sector.... Read More
In his recent article titled – Why Compounding is so Difficult, John Neff explains why most investors will never hold compounders. Here’s an excerpt from the article: How many billionaires are... Read More
In his recent interview with Bloomberg, Howard Marks explains why investors should never wait for the market to get cheaper. Here’s an excerpt from the interview: Q1 2022 hedge fund letters,... Read More
Based on the improved performance metrics which we recently added to our stock screens, Alphabet Inc (GOOGL) could be a great value stock: Alphabet Inc is a holding company, with Google,... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Spock’s Predictions Were Wrong 83% Of The... Read More
In his recent interview on Bloomberg, Ken Griffin explains why value stocks will outperform growth. Here’s an excerpt from the interview: Q1 2022 hedge fund letters, conferences and more Griffin: For... Read More
In his recent presentation at the 2022 World Economic Forum, George Soros explained why AI is a threat to open society. Here’s an excerpt from the presentation: Q1 2022 hedge... Read More
In his recent interview with CNBC, Ray Dalio explained why everything can’t continue to go up. Here’s an excerpt from the interview: Q1 2022 hedge fund letters, conferences and more Dalio:... Read More
During the recent Berkshire Hathaway Meeting, Warren Buffett and Charles Munger had a great interaction regarding their early working life and eventual careers. Here’s an excerpt from the meeting: Q1... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Negotiating Munger Style. Here’s an excerpt... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Tobias Carlisle discussed Charles Munger: Best Quotes From The... Read More