This Week’s Best Investing Reads 2/22/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Distrust of Intellectual Authority (Farnam Street) First Mover Alpha (A Wealth of Common Sense) Un-Complicating Investing (The Irrelevant Investor) Problematic (The Reformed Broker) Under the Influence (Humble Dollar) Charlie Munger on Elon Musk (The Daily Journal Annual Meeting 2019) (Youtube) Howard Marks, CFA: Getting the Odds on Your Side (CFA … Read More

Tobias Carlisle – KEYNOTE SPEAKER at Planet MicroCap Showcase 2019

Johnny HopkinsPlanet MicroCap Showcase 2019Leave a Comment

We’re excited to announce that Tobias Carlisle, Founder, Editor and Author of The Acquirer’s Multiple will our Keynote Speaker at the Planet MicroCap Showcase 2019 – April 30 – May 2 at Bally’s Hotel & Casino in Las Vegas! For more information about the event, click here: To register for the … Read More

This Week’s Best Investing Reads 2/15/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Getting Ahead By Being Inefficient (Farnam Street) How to Wreck a Pension Plan in 3 Easy Steps (A Wealth of Common Sense) History Is Written By The Victors (The Financial Bodyguard) January 2019 Data Update 8: Dividends and Buybacks – Fact and Fiction (Aswath Damodaran) Miss the Worst Days, Miss … Read More

Seth Klarman: The Proper Wiring for a Long-Term Investor

Johnny HopkinsInvesting Strategy, Seth KlarmanLeave a Comment

In Seth Klarmans’ latest shareholder letter he writes successful investing is like being a successful relief pitcher, saying: Consider the plight of a relief pitcher. Historically undervalued, unappreciated, often used interchangeably with other relievers, and, until recently, low on the major league pay scale. Required to be ready throughout most … Read More

Charles Munger: EMT – The Stock Market Ain’t Like Physics, It’s Like A Mob At A Football Game

Johnny HopkinsCharles Munger, Investing StrategyLeave a Comment

Here’s a great short video with Charles Munger talking about The Efficient Market Theory saying: “Well I think we’ve had some effect, but they’re still teaching The Efficient Market Theory. Remember the old ideas die hard. And by the way it’s roughly right. It’s just the very hard form which … Read More

This Week’s Best Investing Reads 2/8/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Best Hedge Fund Manager of All Time Is… (Institutional Investor) Even God Couldn’t Beat Dollar-Cost Averaging (Of Dollars & Data) Simple vs. Complex, 2018 Edition (A Wealth of Common Sense) Compounding Knowledge (Farnam Street) If This Isn’t Stock Manipulation, I Don’t Know What Is (The Felder Report) Two … Read More

Howard Marks: Top 10 Holdings

Johnny HopkinsHoward Marks, Portfolio ManagementLeave 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