This Week’s Best Investing Reads 8/16/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Investing in a Negative Interest Rate World (A Wealth of Common Sense) Is the Yield Curve Coming to Kill You? (The Reformed Broker) The Laws of Investing (Collaborative Fund) Bonds Are Frickin’ Expensive (Cliff Asness) Country Risk: A Mid-year 2019 Update (Aswath Damodaran) Stocks Plunge As … Read More

The Single Best Metric In Investing Is…

Johnny HopkinsPodcastsLeave a Comment

https://www.youtube.com/watch?v=ybA8Wge5Xz4?start=1445 During his recent interview with Tobias, Eddy Elfenbein, who owns the popular investing blog Crossing Wall Street Blog, discusses the most important metrics that investors should consider when determining what a business is worth. Here’s an excerpt from the interview: Tobias Carlisle: One of the more popular posts on … Read More

Investors Should Look For Companies That Have A Pseudo-Monolopy

Johnny HopkinsPodcastsLeave a Comment

https://www.youtube.com/watch?v=ybA8Wge5Xz4?start=3056 During his recent interview with Tobias, Eddy Elfenbein, who owns the popular investing blog Crossing Wall Street Blog, discusses why investors should look for companies that have a pseudo-monopoly. Here’s an excerpt from the interview: Tobias Carlisle: Let’s talk about some individual names on your Buy List. One is … Read More

Finding High Quality Stocks Starts With The World’s Simplest Valuation Measure

Johnny HopkinsPodcastsLeave a Comment

https://www.youtube.com/watch?v=ybA8Wge5Xz4?start=803 During his recent interview with Tobias, Eddy Elfenbein, who owns the popular investing blog Crossing Wall Street Blog, discusses how investors can find high quality stocks using the world’s simplest valuation metric. Here’s an excerpt from the interview: Tobias Carlisle: So while you don’t describe yourself as a value … Read More

This Week’s Best Investing Reads 8/9/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Why the stock market must go down (The Reformed Broker) Different Ways to be Rich in 2019 (A Wealth of Common Sense) An Old Film on the Stock Market (csinvesting) Whither Vanguard? (HumbleDollar) Strategic Value Investing: A Thoughtful Approach (Yahoo) Don’t Count Out Value Investing … Read More

Investors Should Consider Permanently Allocating 5-10% Of Their Portfolio Into Gold

Johnny HopkinsPodcastsLeave a Comment

https://www.youtube.com/watch?v=Fthp2PYU0WI?start=3522 During his recent interview with Tobias, Zach Abraham, who runs Bulwark Capital Management and has a radio show called Know Your Risk Radio, discusses why investors should consider permanently allocating 5-10% of their portfolio to gold. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s talk a little … Read More

Here’s Why Fixed Indexed Annuities Should Be Considered As An Alternative To Bonds

Johnny HopkinsPodcastsLeave a Comment

https://www.youtube.com/watch?v=Fthp2PYU0WI?start=2557 During his recent interview with Tobias, Zach Abraham, who runs Bulwark Capital Management and has a radio show called Know Your Risk Radio, discusses why investors should consider fixed indexed annuities as an alternative to bonds saying: Zach Abraham: Now, we still use fixed income and we have as … Read More

(Ep.1) Acquirers Active: $IRTC Short, Kerrisdale’s Short Thesis On Irhythm Technologies

Johnny HopkinsPodcastsLeave a Comment

Summary In this episode of Acquirer’s Active Tobias chats with Sahm Adrangi and David Cohen of Kerrisdale Capital about their short thesis on Irhythm Technologies Inc (NASDAQ: IRTC). iRhythm Technologies Inc is a commercial-stage digital healthcare company redefining the way cardiac arrhythmias are clinically diagnosed by combining wearable biosensing technology … Read More