Bill Ackman: How Index Funds Create Opportunities for Long-Term Investors

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In his Pershing Square 2024 Interim Report, Bill Ackman highlights the increasing dominance of index funds, which act as permanent owners, in stock market capitalization. This shift amplifies the influence of short-term, highly leveraged investors, such as market-neutral and quantitative funds, on price discovery. These investors often use margin, derivatives, … Read More

Guy Spier: Why It’s Risky Not To Take Risks

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During his recent episode with The Investor’s Podcast, Guy Spier reflects on taking risks, particularly for young people in their twenties. He believes that this is the ideal time to take career and financial risks since there is ample time to recover from potential failures. He advises embracing opportunities like … Read More

Mastering Event-Driven Investing

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During their recent episode, Taylor, Carlisle, and Asif Suria discussed Mastering Event-Driven Investing, here’s an excerpt from the episode: Asif: Yes. Event driven investing or special situations investing is about acting on maybe a corporate action. It could be one company acquiring another one, like Microsoft acquired Activision Blizzard. And … Read More

Howard Marks: The Easy-Money Period Is Over!

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At the opening of the Oaktree Conference 2024, Howard Marks argued that the economic environment is shifting from an unusually easy period for business, finance, and investing to one of increased normalcy. As a result, economic growth may slow, profit margins could shrink, and investor optimism may decline. Borrowing costs … Read More

VALUE: After Hours (S06 E28): Asif Suria on The Event-Driven Edge in Investing and Special Situations

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Asif Suria discuss: Mastering Event-Driven Investing Corporate Spinoffs: Should You Invest in RemainCo or BadCo? Lessons from Shinsei: Duration Over Short-Term Returns The Power of Insider Buys: Spotting Strong Signals from Key Executives The Effect … Read More

Warren Buffett: Pinpointing Secure Investment Opportunities

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During the 1997 Berkshire Hathaway Annual Meeting, Warren Buffett discusses using filters to identify businesses where future value can be reasonably estimated. Buffett advocates discounting future returns using risk-free government bond rates, focusing on the business’s future earnings rather than potential resale value. The goal is to ensure that investors … Read More

Jeremy Grantham: Most Of The Market Decline Will Occur After The First Interest Rate Cut

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During his recent interview on The Investor’s Podcast, Jeremy Grantham discussed how rising debt has failed to stimulate the U.S. economy, pointing out that the debt-to-GDP ratio tripled after 1987, yet economic growth slowed. He argues that despite expectations, increased debt hasn’t enhanced growth and questions the excitement over low-interest … Read More