This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: EVERYTHING You need to understand Markets (csinvesting) First Principles: The Building Blocks of True Knowledge (Farnam Street) Why We May Be Headed For Another ‘Minsky Moment’ (The Felder Report) Here We Go Again? (The Irrelevant Investor) Will it hold? (The Reformed Broker) How the Bear Stearns Meltdown Wrecked Something More Valuable … Read More

Seth Klarman: Mainstream Investing Has It Backwards

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Some years ago Seth Klarman gave a fantastic speech at the MIT Sloan Investment Management Club. During his speech Klarman suggested that the mainstream approach to investing has is backwards saying: “Right at the core, the mainstream has it backwards. Warren Buffett often quips that the first rule of investing is … Read More

Joel Greenblatt: You’re Not Likely To Be The Next Buffett Or Lynch. Figuring Out Which Businesses Are The Great Ones Is The Tough Part

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One of the best investing books ever written was – You Can Be A Stock Market Genius, by Joel Greenblatt. It’s a must read for all investors. There’s one passage in particular in which Greenblatt discusses the difficulty of making investment decisions like Warren Buffett or Peter Lynch saying: “The … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: Break the Chain: Stop Being a Slave (Farnam Street) Yeah I said it (The Reformed Broker) The Limits to Data (The Irrelevant Investor) The Stock Market’s Most Popular ETF Puts In A Long-Term ‘Spinning Top’ (The Felder Report) How to Talk to People About Money (Collaborative Fund) Jimmy John’s … Read More

14 Of Charlie Munger’s Funniest Quotes

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Charlie Munger is known for his quick wit and sense of humor, and one of the best sources of Munger’s humorous quotes is Poor Charlie’s Almanack. Here are fourteen of Munger’s funniest quotes from the book: 1. I’d rather throw a viper down my shirt front than hire a compensation … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: On The One Hand… (A Wealth of Common Sense) Sometimes This Sucks (The Irrelevant Investor) Transition (The Reformed Broker) It’s Not Just LIBOR Pointing To Rising Financial Stress (The Felder Report) So Two Stoics Walk Into a Bar… (Farnam Street) Why We Listen To Bad Forecasts (Collaborative Fund) How Warren Buffett … Read More

Todd Combs: The Billionaire Whisperer

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a great article at Bloomberg about Todd Combs titled – The Billionaire Whisperer Who United Bezos, Buffett and Dimon. The article provides some great insights into Combs, the young hedge fund manager who runs a significant portion of Berkshire’s investment portfolio, and is being heavily touted as Buffett’s successor. … Read More

Seth Klarman: Investing Requires A Degree Of Arrogance Tempered With The Humility Of Knowing We Could Be Wrong

Johnny HopkinsSeth KlarmanLeave a Comment

Several years ago Jason Zweig did a great interview with Seth Klarman titled – Opportunities for Patient Investors, which was published by the CFA Institute. While the entire interview provides a number of value investing insights, one answer in particular provides a unique insight into Klarman’s psychology towards investing saying: “In … Read More