Guy Spier: The Power of Honesty in Investing

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During their recent episode, Taylor, Carlisle, and Guy Spier discussed The Power of Honesty in Investing. Here’s an excerpt from the episode: Tobias: You did. I think that you raised that in your most recent letter, where you said that you were interested in balance more than compounding as rapidly … Read More

Warren Buffett: Why Portfolio Concentration Decreases Risk

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In his 1993 Berkshire Hathaway Annual Letter, Warren Buffett explains that he and Charlie Munger decided long ago to focus on making a few smart investment decisions rather than many, especially as Berkshire Hathaway’s capital grew. They adopted a concentrated portfolio strategy, rejecting standard diversification advice. They believe that concentrating … Read More

How The Pricing Power Index Identifies Market Leaders

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During their recent episode, Taylor, Carlisle, and Steve Hou discussed How The Pricing Power Index Identifies Market Leaders. Here’s an excerpt from the episode: Tobias: You’re at Bloomberg Indices. What do you do at Bloomberg Indices, and what is Bloomberg Indices as opposed to the Bloomberg TV or the monitors … Read More

Howard Marks – Top 10 Holdings – Latest 13F

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

VALUE: After Hours (S06 E30): Bloomberg’s Steve Hou on pricing power and analyst ratings turnarounds

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Steve Hou discuss: How The Pricing Power Index Identifies Market Leaders How The Analyst Rating Index Captures Market Improvers Bruce Lee’s Guide to Investing: Fluid Strategies and Relentless Focus The Crash Landing into a Marshmallow: … Read More