In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But... Read More
In his latest interview with William Green on The Investors Podcast, Ray Dalio discussed some common investing mistakes. Here’s an excerpt from the interview: Q3 2021 hedge fund letters, conferences... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Berkshire’s Business Model Without Buffett. Here’s an excerpt from the episode: Q3 2021 hedge fund... Read More
In his recent interview on the Millennial Investing Podcast, Jake Taylor discussed the importance of having a stoic mentality in investing. Here’s an excerpt from the interview: Q3 2021 hedge... Read More
In the book – The Art of War, Sun Tzu provides some great lessons which are also applicable to investing. Here’s an excerpt from the book: Q3 2021 hedge fund... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss How To Generate Monster Returns. Here’s an excerpt from the episode: Q3 2021 hedge fund... Read More
In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Munger’s Mental Models. Here’s an excerpt from the podcast: Q3 2021 hedge fund... Read More
In his 2019 speech at the Peking University, Li Lu discussed an example of the patience of Charles Munger. Here’s an excerpt from the speech: Q3 2021 hedge fund letters,... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Japanese Activist – Yoshiaki Murakami. Here’s an excerpt from the episode: Q3 2021 hedge fund... Read More
A staggering 77% of Americans fear soaring inflation. James Montier has a more sanguine view of inflationary risks. In this session at the GMO Fall Conference, James explored some... Read More
In his latest interview with Prime Quadrant, Dan Loeb discusses one of the most important things we can do as investors. Here’s an excerpt from the interview: Q3 2021 hedge... Read More
In his latest memo titled – The Winds of Change, Howard Marks discusses the changing environment for investing and the new world order. Here’s an excerpt from the memo: Q3... Read More
In his recent presentation at Natixis Investment Managers, David Herro discusses the catalysts for value investing in today’s markets. Here’s an excerpt from the presentation: Q3 2021 hedge fund letters,... Read More
In his latest interview with CNBC, John Malone says the market is in a bubble like the late 90’s, this is a land rush! Here’s an excerpt from the... Read More
In the book – Seeking Wisdom: From Darwin to Munger, Charles Munger discusses the point that we should pay more attention to our failures. Here’s an excerpt from the book: Q3... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss David Gardner’s Investing Strategy. Here’s an excerpt from the episode: Q3 2021 hedge fund letters,... Read More
In this short Q&A session, Aswath Damodaran discusses a number of topics including why you should not put great investors on a pedestal. Here’s an excerpt from the session: Q3... Read More
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Small-Caps Cheaper Than The Market. Here’s an excerpt from the episode: Q3 2021 hedge fund... Read More
In this interview in 2018 on Wall Street Week, Carl Icahn explains why you should not confuse a bull market with brains! Here’s an excerpt from the interview: Q3 2021... Read More
In their latest Q3 2021 Market Commentary, GMO discusses the frustration of watching your neighbor get rich. Here’s an excerpt from the letter: Q3 2021 hedge fund letters, conferences and... Read More
In this recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discuss Bessembinder’s Lessons For Finding Outliers. Here’s an excerpt from the episode: Q3... Read More
In his latest presentation with CFA UK, Aswath Damodaran discussed his contempt for the ESG movement. Here’s an excerpt from the presentation: Q3 2021 hedge fund letters, conferences and more Many... Read More
