investing insights
13 posts
Investing Lessons from Mole Rats: Resilience, Adaptability, and SurvivalDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Investing Lessons from Mole Rats: Resilience, Adaptability, and Survival. Here’s an excerpt from the epis…
Prem Watsa: The Perils of Unchecked Optimism in InvestingIn his 2015 Shareholder Letter, Prem Watsa, the renowned investor and chairman of Fairfax Financial Holdings, delivered a sobering critique of the prevailing belief that common …
Howard Marks on Smart vs. Lucky: Lessons for InvestorsIn this Insight Conversation with Annie Duke, Howard Marks reflects on a key lesson he learned from his early studies in investment: the quality of a decision cannot be judged b…
Why Investing Success Demands Embracing ParadoxDuring their recent episode, Taylor, Carlisle, and Jim O’Shaughnessy discussed Why Investing Success Demands Embracing Paradox. Here’s an excerpt from the episode: Tobias: JT, t…
Lessons from Warren Buffett: Missing Amazon and MicrosoftIn this interview with Andy Serwer, Warren Buffett reflects on his admiration for Jeff Bezos and his remarkable execution of Amazon’s vision, acknowledging that he didn’t forese…
Howard Marks: In Investing It’s Really Easy To Be ‘Average’In this fireside chat with the HKUST Business School, Howard Marks discussed the cyclical nature of markets, emphasizing that cycles are driven by excesses in psychology and beh…
Weekly Investing Roundup – News, Podcasts, Interviews (12/27/2024)This week’s best investing news: The Future of the Free World with Jamie Dimon (Economic Club NY) An Interview w/ Ariel Investments Founder John Rogers (Odd Lots) Steve Cohen on…
Why REITs Can’t Compound Like BerkshireDuring their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Why REITs Can’t Compound Like Berkshire. Here’s an excerpt from the episode: Jake: Yeah. Do you have an…- Why Simplicity in REITs WinsDuring their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Why Simplicity in REITs Wins. Here’s an excerpt from the episode: Bill: I had been thinking about this …
- VALUE: After Hours (S06 E46): Activism, REITs, Capital Allocation and Four Corners Property Trust with Bill LenehanIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Bill Lenehan discuss: Why Simplicity in REITs Wins Capital Allocation Strategies for…
Weekly Investing Roundup – News, Podcasts, Interviews (12/13/2024)This week’s best investing news: Ray Dalio’s Guide to All-Weather Investing in Uncertain Times (Investopedia) Bill Ackman: Stepping into the most pro-growth, pro-business admini…
VALUE: After Hours (S06 E45): Luxury Fashion, Conference Swag and Supermarket Land Value with Gwen Hofmeyr, MaidenIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Gwen Hofmeyr discuss: Cyclical Compounders and Market Opportunities Lack of Institut…
Weekly Investing Roundup – News, Podcasts, Interviews (12/06/2024)This week’s best investing news: Mohnish Pabrai’s Talk with GreenHaven Road Partners Fund (MP) Cliff Asness on Equity Investing, Taxes and AI (Bloomberg) Ken Griffin on the 2024…