How To Discover Compounders In Growth Emerging Markets (GEMs)

During her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses how to discover compounders in growth emerging markets (GEMs). Here’s an excerpt from the interview: Q3 2019 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias Carlisle: So your pitch deck describes Sixteenth...

Ken Fisher: Q3 2019 Top 10 Holdings

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...

Ray Dalio: Q3 2019 Top 5 New Buys, Top 5 Sells

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...

The Leapfrog Effect: Fast-Growing Emerging Economies Can Take Advantage Of Technological Advances, Bypassing Traditional Infrastructure Building

During her recent interview with Tobias, Rashmi Kwatra, founder and CIO of Sixteenth Street Capital, discusses ‘The Leapfrog Effect’ – how fast-growing emerging economies can take advantage of technological advances, bypassing traditional infrastructure building. Here’s an excerpt from the interview: Q3 2019 hedge fund letters, conferences and more Image source: YouTube...

Tweedy Browne: Q3 2019 Top 10 Holdings

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...

Does Big Data Lead To More Value Traps?

During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether big data leads to more value traps. Here’s an excerpt from the interview: Q3 2019 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias Carlisle: The next point you make, which I think is...

Jack Forehand – Practical Quant, Applied Value, Momentum, And Guru Replication

In this episode of The Acquirer’s Podcast Tobias chats with Jack Forehand. He is a Partner at Validea Capital Management and responsible for the firm’s overall operations and portfolio management. During the interview Jack provided some great insights into: Q3 2019 hedge fund letters, conferences and more Image source: YouTube Video Screenshot ...

How To Recreate A Buffett Style Portfolio

During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses how to recreate a Buffett style portfolio. Here’s an excerpt from the interview: Q3 2019 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias Carlisle: Thanks so much for joining me here today. You’re a...

Bruce Berkowitz: Q2 2019 Top 10 Holdings

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...

David Einhorn: Our Research Process Reverses The Analytical Framework That Most Traditional Value Investors Use

We’ve just been re-reading David Einhorn’s book – Fooling Some of the People All of the Time, A Long Short Story, in which he discusses how Greenlight’s research process reverses the analytical framework that most traditional value investors use. Einhorn also provides insights into his portfolio construction. Here’s some...

Michael Price: Q2 2019 Top 10 Holdings

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...

Mohnish Pabrai: At The Core, Investing Is Straightforward. It’s Simple, But It’s Not Easy

In the latest edition of the Graham & Doddsville Newsletter, there’s a great interview with Mohnish Pabrai in which he discusses his investing philosophy saying: Q3 2019 hedge fund letters, conferences and more “At the core, investing is straightforward. It’s simple, but it’s not easy.” Here’s an excerpt for that interview: G&D: Can...

Daniel Kahneman: What Can All Investors Learn From Ray Dalio When It Comes To Making Better Decisions

Shane Parrish recently interviewed Daniel Kahneman on his Knowledge Project Podcast. During the podcast Kahneman reveals the actions we can take to overcome the biases that cripple our decision-making, damper our thinking, and limit our effectiveness. He also discusses what everyone, including investors, can learn from Ray Dalio at...

The 3 Most Powerful Ideas From Expectations Investing

During his recent interview with Tobias, Michael Mauboussin, the Director of Research at Blue Mountain Capital Management, discusses the three most powerful ideas from Expectations Investing. Here’s an excerpt from the interview: Q3 2019 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias Carlisle: So much the better for...

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