Investing Strategy
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- Howard Marks: How Can Investors Become Effective ContrariansWe’ve just been re-reading Howard Mark’s 2009 Memo – Touchstones. In the memo Marks provides some great insights into how investors can become more effective contrarians saying:…
- Warren Buffett: There Is Only Three Ways A Smart Person Can Go BrokeOver the years Warren Buffett has spoken about the absurdity of borrowing money to buy stocks. Here’s a great short video that encapsulates his thoughts. Our favorite quote from…
- Peter Lynch: 13 Filters For Finding The Perfect StockOne of our favorite investing books is – One Up On Wall Street by Peter Lynch – It’s an investment classic! In Chapter Eight, Lynch provides thirteen filters for finding the per…
- Charles Munger: One Filter That’s Very Useful For InvestorsDuring the 1997 Berkshire Hathaway Shareholder Meeting, Warren Buffett and Charlie Munger were asked their thoughts on calculating intrinsic value. Here’s Munger’s response: I w…
- Stanley Druckenmiller – Bulls Make Money, Bears Make Money, And Pigs Get Slaughtered – I’m Here To Tell You I Was A PigWe’ve just been re-reading one of our favorite speeches from legendary investor Stanley Druckenmiller at the Lost Tree Club some years ago. During the speech ‘The Druck’ provide…
- Michael Burry: How Can Investors Get Even After Suffering A LossWe’ve just been re-reading Michael Burry’s MSN Case Studies in which Burry provides some great insights into what investors should do after suffering a loss saying: How to get e…
- Steve Romick – Value Investing Has Morphed From The Days Of Graham and DoddWe’ve just been listening to a great interview by Meb Faber with one of our favorite value investor’s – Steve Romick, Portfolio Manager for the FPA Crescent Fund. During the int…
- Joel Greenblatt – Great Value Investors Need To Be Cold Hearted JellyBean CountersHere’s a great video with Joel Greenblatt at the CFA’s Distinguished Speaker Series. During the presentation Greenblatt recounts the story of how he was able to explain the stoc…
- Stanley Druckenmiller: What Characteristics Do You Need To Be A Great InvestorHere’s a great interview with Stanley Druckenmiller speaking to Bloomberg’s Erik Schatzker in which Druckenmiller provides his thoughts on the economy, stocks, bonds, trump, alg…
- Charles Munger: Investing In Shares Is Much Easier Than Investing In Real Estate, Here’s WhyHere’s a great little video in which Charles Munger is discussing why investing in shares is better than investing in real estate. Munger says: “The trouble with real estate is …
- Peter Lynch: 27 Timeless Investing LessonsWe’ve just been re-reading Peter Lynch’s classic book – One Up On Wall Street. In it, Lynch provides 27 timeless investing lessons. Here’s an excerpt from the book: Sometime in …
- Charlie Munger: I Made Four Or Five Hundred Million Dollars From Two Decisions, With Almost No RiskIn this short interview Charles Munger explains how he made four or five hundred million dollars from just two decisions: “I talked about patience. I read Barron’s for fifty yea…
- Aswath Damodaran: The Inverted Yield Curve: Is There A Signal In The Noise?Here’s a short presentation by Aswath Damodaran on the recent inverted yield curve and whether there is a signal in the noise. He writes: On December 4, 2018, the yield on a 5-y…
- Jeremy Grantham: Investing Was So Much Easier 40 Years AgoHere’s a great podcast with Jeremy Grantham chatting to Barry Ritzholt at Boomberg. When asked about the difference between investing forty years ago compared with today he said…
- James Montier: How To Protect Yourself From Wall Street’s ‘Self-Serving’ BiasesIn his book – The Little Book of Behavioral Investing, James Montier wrote a great passage on how investors can identify and protect themselves from becoming victims of Wall Str…
- Alexander Roepers: “Is It Time For Value Now?”Here’s a great lecture with Alexander Roepers asking the question – “Is it time for Value now?”: Part 2: (Source: International Value Investing Conference)
- Charles Munger: Why Did Ben Graham’s Net Nets DisappearJust been re-reading Charles Mungers’ classic speech – A Lesson on Elementary, Worldly Wisdom As It Relates To Investment Management & Business. In it Munger provides some great…
- Seth Klarman: One Of Society’s Most Vexing Problems Is The Relentlessly Short-Term Orientation That Manifests Itself In InvestingWe’ve just been reading Seth Klarman’s latest speech at the Harvard Business School. During the speech Klarman provides some great insights into the problems with a short-term o…