Resources
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- Which Is The Best Pond to Fish In – Donald Smith(Image Credit, youtube.com) Donald Smith is the CIO of Donald Smith & Co. He began his career as an analyst with Capital Research Company and subsequently worked at Capital Guar…
- Charlie Munger Told Mohnish Pabrai – An Investor Only Needs To Do Three Things (Video)Mohnish Pabrai is Managing Partner of Pabrai Investment Funds. Pabrai started with $1 million in 1999, and the Pabrai Funds has grown to over $400 million in assets under manage…
- How To Find Good Businesses Using A Three-Legged Milking Stool – Chuck Akre(Image Credit, dailymotion.com) Chuck Akre is the founder of Akre Capital Management LLC. His firm has $4.8 Billion in Assets Under Management (Form ADV from 2015-11-01). Akre u…
- What Makes a Great Value Investor – Richard Pzena(Image Credit, cnbc.com) Richard “Rich” Pzena is the founder and chief investment officer of Pzena Investment Management, a New York-based deep value investment firm with over $…
- Jack Bogle: The Undisputed Champion of the Long RunJohn ‘Jack’ Bogle is the founder and retired CEO of The Vanguard Group. He was also named one of the “world’s 100 most powerful and influential people”, by Time magazine in 2004…
- Oaktree’s Howard Marks Warns: Invest, But With CautionLast month I read a great article on Howard Marks where he warned investors about the current investing climate saying, “For the past five years my mantra with Oaktree has been …
- How Can ‘Scandal’ Provide the Best Opportunities – Christopher DavisChristopher Davis is a portfolio manager for the Davis Large Cap Value Portfolios. According to Amazon, the Davis Dynasty begins in 1947, the year Shelby Davis quit his job as a…
- The Three Toughest Words In The Investment Business, “I Don’t Know” – Chris Browne(Image Credit, bc.sas.upenn.edu) Chris Browne was best known as the Managing Director of the legendary investing firm Tweedy Browne & Co. Tweedy, Browne Company LLC, a successor…
- If Value Investing Was Easy, Everyone Would Be Doing It! – Jean-Marie Eveillard(Image Credit, investmentnews.com) Jean-Marie Eveillard is an investing legend. He’s widely recognized as one of the first truly global value investors. Eveillard became a senio…
- Find Quality Businesses and Pray That They’re Cheap – Charles de Vaulx(Image Credit, youtube.com) Another value investor that I like to watch closely is Charles de Vaulx. De Vaulx joined International Value Advisers, LLC (IVA) in May 2008 as a par…
- 100 of the best investing blogs on the planet, plus a couple more (2016)(Image Credit, www.theodysseyonline.com) A couple of weeks ago I wrote an article called, 50 of the best investing blogs on the planet, plus a couple more (2016). As expected, I…
- How To Pick Good Stocks By Trying To Kill The Business (Strategy) – Bruce Berkowitz(Image Credit, institutionalinvestor.com) One investor I like to follow closely, is Bruce Berkowitz. Berkowitz is the Founder and Chief Investment Officer of Fairholme Capital M…
- How to Find Undervalued Stocks Using the 80/20 Rule – Bill Nygren (Part 2)(Image Credit, fortune.com) This is Part 2 of How to Find Undervalued Stocks Using the 80/20 Rule – Bill Nygren. To read Part 1, click here. The following is a continuation of t…
- How to Find Undervalued Stocks Using the 80/20 Rule – Bill Nygren (Part 1)(Image Credit, fortune.com) Bill Nygren has been a manager of the Oakmark Select Fund (OAKLX) since 1996, Oakmark Fund (OAKMX) since 2000 and the Oakmark Global Select Fund (OAK…
- The Lehman Brothers $1.1 Billion Discrepancy, “Accounting Ingenuity” – David Einhorn(Image Credit, forbes.com) David Einhorn is one of most famous hedge fund managers on the planet and a master of company analysis. He’s the founder and president of Greenlight C…
- The Lost Art of Contrary Thinking – Seth KlarmanJust about every investor has heard of Seth Klarman. According to Forbes, “Investing legend Seth Klarman runs Boston-based firm The Baupost Group. With $27 billion under managem…
- How Do You Know When a Company is in “The Value Zone” – Arnold Van Den Berg(Image Credit, gurufocus.com) Value investor, Arnold Van Den Berg founded Century Management in 1974. He is a principal of the firm, the Chief Executive Officer, and co-Chief In…
- How to Develop a Simple Investing Strategy, and Don’t Try to Calculate Intrinsic Value – Charles Mizrahi(Image Credit, twitter.com) A lot of investors have never heard of Charles Mizrahi. Mizrahi is editor of the Hidden Values Alert and the Inevitable Wealth Portfolio newsletters.…