Investing Strategy
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- Seth Klarman Protégé – David Abrams – Investors Need To Use A Multi-Path Approach To Business Valuation And AnalysisWe’ve just been listening to a great interview with Seth Klarman’s protégé David Abrams on the Value Investing With Legends podcast in which Abrams discusses why investors need …
- Michael Burry: Don’t Try To Dig Your Way OutFollowing is an excerpt from Michael Burry’s MSN Case Studies in which he provides some great advice for investors who are tempted to take increased risks in order to dig themse…
- Walter Schloss: When You Find Great Stocks, Keep Them A SecretWe’ve just been reading through a great interview that Walter and Edwin Schloss did with OID back in 1989. During the interview Walter Schloss explains one of the reasons why he…
- Warren Buffett: Sometimes Buying A Basket Of Stocks In An Industry Is Better Than Picking Individual StocksDuring the 2002 Berkshire Hathaway Annual Meeting Warren Buffett provided some great insights into why buying a basket of stocks in an industry is better than picking individual…
- Charlie Munger: Focus Investing – One Way To Beat The MarketOne of our favorite investing books is Poor Charlie’s Almanack by Peter Kaufman, and there’s one passage in the book in which Charlie Munger explains how he and Buffett use ‘foc…
- Warren Buffett: You Don’t Want To Buy Stock In The Company That Has To Do Everything RightHere’s a great recent interview with Warren Buffett speaking to Becky Quick at CNBC. During the interview Buffett, while speaking about Apple, provides some great insights into …
- Seth Klarman – Unsuccessful Investors Are Dominated By EmotionOne of the best books ever written on investing is Margin of Safety, by Seth Klarman. There’s one passage in particular in which Klarman discusses behaviors to avoid in order to…
- John Rogers: ‘Cheap Orphan’ Stocks Appear During High Volatility MarketsHere’s a great interview with John Rogers of Ariel Investments speaking with Business Insider. During the interview Rogers shares some great insights into how ‘Cheap Orphan’ sto…
- Aswath Damodaran: Do Not Invest In Companies That Try To Achieve Growth Through AcquisitionHere’s a great article by Aswath Damodaran in which he warns investors who are considering investing in companies that use acquisitions as part of their growth strategy, saying:…
- Joel Greenblatt – If You Do Good Valuation Work The Market Will Agree With You EventuallyHere’s a great recent interview with Joel Greenblatt at CNBC discussing value investing and the one promise that he makes to his new value investing students at Columbia Univers…
- Warren Buffett: Stocks – What Else In The World Don’t You Like To Buy Cheaper Than You’re Paying The Day Before?Here’s a great recent interview with Warren Buffett at CNBC discussing a number of topics including his value investing mindset. Here’s an excerpt from the interview: BECKY QUIC…
- Charles Munger: Here’s Why Investing Is So Much Tougher TodayHere’s a great recent interview with CNBC’s Becky Quick and Charles Munger discussing the difficulty of being an investor today, compared to when he and Warren started. Here’s a…
- Charles Munger: The Most Important Investing Trick I Learnt From My GrandfatherWe’ve just been watching Charlie Munger at the latest Daily Journal meeting in which he recounts the most important investing trick he learnt from his grandfather, saying: I had…
- Seth Klarman: The Proper Wiring for a Long-Term InvestorIn Seth Klarmans’ latest shareholder letter he writes successful investing is like being a successful relief pitcher, saying: Consider the plight of a relief pitcher. Historical…
- Warren Buffett: How’s That For A Strategic Plan?In the 1984 Berkshire Hathaway Shareholder Letter, Warren Buffett describes his and Munger’s suprising strategic plan for finding their big investment ideas, saying: “Using my a…
- Charles Munger: EMT – The Stock Market Ain’t Like Physics, It’s Like A Mob At A Football GameHere’s a great short video with Charles Munger talking about The Efficient Market Theory saying: “Well I think we’ve had some effect, but they’re still teaching The Efficient Ma…
- James Montier: What’s The Key Lesson Investors Can Learn From Templeton, Soros, Berkowitz and SteinhardtOne of the best books ever written on Behavioral Investing is – The Little Book of Behavioral Investing by James Montier. There’s a great passage in the book in which Montier em…
- Seth Klarman: How To Increase The Likelihood Of Achieving Sustainable Gains With Limited Downside Risk Over The Long-RunIn his latest Baupost Sharholder Letter, Seth Klarman provides some great advice for investors on how to increase the likelihood of achieving sustainable gains with limited down…