Rich Pzena – 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 E25): Luca Dellanna on his books Winning Long-Term Games and Ergodicity

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Luca Dellanna discuss: Ergodicity in Action: A Story of Ski Racing and Investment Value Investing and Ergodicity: A Framework for Long-Term Success Understanding Reproducible Strategies in Investment Why Society Needs More ‘Elon Musks’ with Better … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (07/19/2024)

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This week’s best investing news: Memo from Howard Marks: The Folly of Certainty (Oaktree) Todd Combs on Charlie Munger’s Legacy || Q&A Transcript (2024) (Kingswell) Neglecting Equilibrium (Verdad) Mohnish Pabrai’s Session with Rotary Bangalore DownTown (MP) The Magnificent 7: Which Stocks Are The Most Fundamentally Sound? (Validea) Cliff Asness – … Read More

Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months

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Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Albemarle (ALB) -58.45% Walgreens Boots Alliance (WBA) -56.90% Paycom Soft (PAYC) -54.82% Estee Lauder Companies (EL) -45.87% Solventum (SOLV) … Read More

Ray Dalio: How To Spot Impending Market Bubbles

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In his book – Principles for Navigating Big Debt Crises, Ray Dalio discusses the recurring nature of bubbles in various markets, emphasizing their commonalities despite differing specifics. Understanding the logical cause-and-effect relationships behind bubbles allows for their identification before they manifest as significant crises. By recognizing these patterns and indicators, investors … Read More

Howard Marks: When to Be Cautious and When to Be Aggressive

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In his book – Mastering The Market Cycle, Howard Marks explains why in order to make sound investment decisions, we must be alert and perceptive, using inference to understand market participants’ behavior and the investment climate. Observing current events and market sentiment—such as investor optimism or pessimism, media opinions, and … Read More