Investing Strategy
138 posts
Why Mohnish Pabrai Puts Nvidia, Tesla & Palantir in the “Too Hard” PileInvesting is often shrouded in complexity, with analysts and retail investors alike trying to predict the future of companies like Nvidia, Tesla, and Palantir. But according to …
Mohnish Pabrai – Why Cloning is the Ultimate Investing StrategyIn a world obsessed with originality, there’s a widely misunderstood yet powerful tool that many overlook: cloning. While innovation is celebrated, cloning—replicating a success…
How Warren Buffett Found 50% Returns – And Why You Still CanWarren Buffett’s investment track record is legendary, but what’s even more remarkable is how consistent his core philosophy has remained over the decades. At a University of Ka…
Warren Buffett: The Cinderella Syndrome in InvestingIn his 2000 Berkshire Hathaway Annual Letter, Warren Buffett warned investors about the dangers of speculation and irrational exuberance. Reflecting on the market mania of the l…
Apple: Buffett’s Greatest Trade?During their recent episode, Taylor, Carlisle, and Alex Morris discussed Apple: Buffett’s Greatest Trade? Here’s an excerpt from the episode: Alex: Yeah. I think the kicker on t…
Invest Like Howard Marks: Don’t Chase InvestmentsIn his book – The Most Important Thing, Howard Marks discusses the importance of patience and opportunism in investing. Instead of chasing investments, he advises waiting for ba…
Bill Nygren: How To Increase Your Odds Of SuccessIn this interview with Value Investing With Legends, Bill Nygren explains his investing strategy in simple terms. His team typically invests around 2% in each stock and avoids b…
The Casino Mentality in Modern MarketsDuring their recent episode, Taylor, Carlisle, and Dan Rasmussen discussed The Casino Mentality in Modern Markets. Here’s an excerpt from the episode: Dan: I wonder too if it’s …
Warren Buffett: The Price Of A Stock Doesn’t Tell Me Anything About A BusinessIn this television interview, Warren Buffett explained that most professional investors focus on short-term stock price movements rather than viewing stocks as ownership in a bu…
Warren Buffett: When Economic Downpours Rain Gold: Be Ready with a WashtubIn his 2016 Berkshire Hathaway Annual Letter, Warren Buffett discusses Berkshire Hathaway’s commitment to long-term growth in earning power per share, acknowledging that actual …
Warren Buffett: Just One Company Can Deliver Unmatched WealthIn his 2023 Berkshire Hathaway Annual Letter, Warren Buffett highlights Berkshire Hathaway’s strategy of acquiring businesses with strong, enduring economics and capable managem…
Warren Buffett: Focus On The Spots Where You Have An EdgeDuring the 2019 Berkshire Hathaway Annual Meeting, Warren Buffett and Charlie Munger discussed some valuable lessons for investors. First, thorough research and knowledge give a…
David Einhorn – Ignoring Macro Risks Cost Me Big-TimeDuring this speech at the Value Investing Conference 2009, David Einhorn reflects on a costly investment mistake during the housing bubble, attributing it not to bad luck but to…- OSAM: The Momentum Factor Will Continue To Deliver Outperformance – Here’s WhyJamie Catherwood at O’Shaughnessy Asset Management recently wrote a comprehensive piece on why the momentum factor will continue to deliver outperformance saying: There are no c…
- Stanley Druckenmiller: Never, Ever Invest In The PresentHere’s a great except from Stanley Druckenmiller’s 2015 Speech at the Lost Tree Club. Druckenmiller provides some great insights into why investors should never, ever invest in …
- Joel Greenblatt: Investors Should Search For Companies That Achieve A High Return On CapitalHere’s a great excerpt from Joel Greenblatt’s book – The Little Book That Beats The Market, in which he discusses the importance of finding businesses that can achieve a high re…
- Warren Buffett: The Investor’s Misery IndexHere’s a great excerpt from Warren Buffett’s 1979 Berkshire Hathaway Shareholder Letter in which he illustrates the impact that inflation can have on an investor’s returns, usin…
- Warren Buffett: Investing Is Much Like Reporting – Writing The Right StoryHere’s a great excerpt from an interview that Warren Buffett did with BizNews in 2017 in which he illustrates how investing is much like reporting. Buffett was asked the followi…