Tom Gayner: GAAP Accounting: A Map That Can Lead You Astray

Johnny HopkinsTom Gayner

In this interview with The Value Perspective, Tom Gayner provides a great analogy of why GAAP accounting is like a map that can lead you astray. Here’s an excerpt from the interview: Gayner: Is where I’m sort of pointing out what I believe to be some of the current flaws … Read More

Aswath Damodaran: Warren Buffett’s Biggest Mistake: Not Investing In Technology Earlier

Johnny HopkinsAswath DamodaranLeave a Comment

During this interview with The Investor’s Podcast, Aswath Damodaran discusses overcoming investment blind spots by valuing companies you don’t understand. He says, Warren Buffett has been open about the fact that he didn’t invest in technology stocks enough. Here’s an excerpt from the interview: Damodaran: That’s why I said don’t … Read More

Li Lu – Top 10 Holdings – Latest 13F

Johnny HopkinsLi LuLeave 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

Joel Greenblatt: Why It’s Easier For Smaller Investors To Achieve Superior Investment Returns, According To Warren Buffett

Johnny HopkinsJoel GreenblattLeave a Comment

In this lecture at Columbia University, Joel Greenblatt discusses advice from Warren Buffett on why it is much easier for smaller investors to achieve superior investment returns. Here’s an excerpt from the lecture: Greenblatt: So we have another investor, Warren Buffett, who has also been able to do that and … Read More