Joel Greenblatt – Top 10 Holdings Q2 2019

Johnny HopkinsJoel GreenblattLeave a Comment

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

How To Create A Successful Finance Blog

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During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed why he started and maintains his very successful investing blog saying: Tobias Carlisle: When I first discovered you it was like December 2008, which was when I started writing … Read More

Seth Klarman: A Country Full Of Well-Trained Investors Would Make The Same Kind Of Mistakes That Investors Have Been Making Forever

Johnny HopkinsSeth KlarmanLeave a Comment

In 2004 Louis Lowenstein wrote a paper titled – Searching for Rational Investors in a Perfect Storm in which Lowenstein attempted to measure the performance of 10 value managers through the turbulent market period of 1999-2003. Here’s an excerpt from the abstract: I decided to see how a group of ten … Read More

Maybe It Really Is Different This Time! (Part 2)

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During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed how maybe it really is different this time for investors. It’s a comprehensive and interesting discussion so we broke it down into two parts. This is Part 2 below. … Read More

Maybe It Really Is Different This Time! (Part 1)

Johnny HopkinsPodcastsLeave a Comment

During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed how maybe it really is different this time for investors. It’s a comprehensive and interesting discussion so we broke it down into two parts. Here is Part 1 below. … Read More

(Ep.30) The Acquirers Podcast: Joshua Brown – Reformed Broker, Backstage Wall Street With Ritholtz CEO

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Joshua Brown. Joshua is the CEO of Ritholtz Wealth Management. He’s a commentator on CNBC. He’s a blogger on The Reformed Broker. He’s the Chairman of the FinTwit Federal Reserve. He’s Downtown Josh Brown. During the interview Joshua provided some great … Read More

Mohnish Pabrai: Q2 2019 Top 10 Holdings

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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

What Happens When Short Activist Investing Goes Wrong

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During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his very unsuccessful short position in Straight Path. Here’s an excerpt from the interview: Tobias Carlisle: And so, can you contrast that with your experience with Straight Path? Sahm Adrangi: Sure. So Global Star is a Spectrum story. … Read More

Activist Short Selling Can Be Very Profitable

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During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his successful activist short position in Globalstar. Here’s an excerpt from the interview: Tobias Carlisle: Well, this firm is a pretty big firm. They put a 100 million dollars into this. So they did extensive due diligence, including … Read More

(Ep.29) The Acquirers Podcast: Sahm Adrangi – Activist Shorts, Short Selling, And Event Driven Special Situations

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Sahm Adrangi of Kerrisdale Capital. Kerrisdale are well known for their activist shorts, short-selling, and event-driven special situation investing, characterized by deep research, and some great research reports which they very generously share with the market. Sahm provided some … Read More

David Einhorn: Q2 2019 Top 10 Holdings

Johnny HopkinsDavid EinhornLeave a Comment

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