Understanding Reproducible Strategies in Investment

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During their recent episode, Taylor, Carlisle, and Luca Dellanna discussed Understanding Reproducible Strategies in Investment, here’s an excerpt from the episode: Jake: So, my segment this week, Toby, is asking Luca questions about the book. So, maybe I’ll keep going in this thread. How does this relate then to the … Read More

Warren Buffett: Seizing Opportunities with Small Amounts of Capital

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During the 2010 Berkshire Hathaway Annual Meeting, Warren Buffett discusses the perpetual presence of investment opportunities, particularly for those not managing large sums of money. He highlights the inherent conflict in the investment management industry, where asset gathering can overshadow asset management. Buffett illustrates this with an example from Charlie … Read More

Howard Marks: 3 Investment Essentials For All Investors

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In this interview with 3 Takeaways, Howard Marks provides his three investment essentials for all investors. Marks explains that the market is unpredictable and constantly changing, so one should not be overconfident in their predictions. He states that higher returns generally require higher risks, and that offers promising high returns … Read More

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