This Week’s Best Investing Reads 11/16/2018

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Here’s a list of this week’s best investing reads: How This All Happened (Collaborative Fund) Defensive Decision Making: What IS Best v. What LOOKS Best (Farnam Street) Family Inc. (Humble Dollar) Playing with Fire (The Reformed Broker) What If You Retire At a Stock Market Peak? (A Wealth of Common Sense) Why Warren Buffett Would Be Buying Precious Metals Again Today … Read More

Stanley Druckenmiller: What Should Investors Do If They’re In A ‘Slump’

Johnny HopkinsInvesting Strategy, Stanley DruckenmillerLeave a Comment

Here’s a great interview with investing legend Stanley Druckenmiller at Real Vision in which he discusses the importance of investors knowing whether they’re currently ‘hot’ or ‘cold’ with regards picking investments. He also provides some great insights into what you should do if you find yourself in an investing slump. … Read More

Dan Loeb: We Continue To Invest In The Integration Of Our Fundamental Process And The “Rise of the Machines”

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Dan Loeb recently released his Q32018 shareholder letter in which he discusses the difficulty of investing in the market this year, the current market environment, and how he plans to invest in the future. Here’s an excerpt from that letter: In the hit NBC television show The Good Place, (spoiler … Read More

This Week’s Best Investing Reads 11/09/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: What’s Staying the Same (Farnam Street) The McRib Effect (Of Dollars & Data) Tiny Improvements, Big Results (A Wealth of Common Sense) I Remember When (The Irrelevant Investor) When Things Get Wild (Collaborative Fund) Will the stock market celebrate gridlock? (The Reformed Broker) The Quant Frontier (Jamie Catherwood) In Praise of Mediocrity, Being Happy, … Read More

Jim Chanos: “Being Short With A Good Short Seller Who’s Producing Nominally Minor Positive Returns In A Bull Market Enables You To Be More Long”

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One of our favorite Jim Chanos interviews is one he did with FT Alphachatterbox in which he explained how short selling provides ‘long-side’ investors with an insurance policy saying: “Being short with a good short seller who’s producing nominally minor positive returns in a bull market enables you to be … Read More

Charlie Munger: Moral Investing – We Could See It Was Like Putting $100 Million In A Bushel Basket And Setting It On Fire As We Walked Away

Johnny HopkinsCharles Munger, Investing Strategy, Warren BuffettLeave a Comment

Here’s a great video with Charles Munger and Warren Buffett at the 2005 Berkshire Hathaway shareholder meeting in which they discuss the moral distinction between buying a stock and a company. Here’s an excerpt from the video: CHARLIE MUNGER: Yeah. I think he’s asking in part, are there some businesses … Read More

This Week’s Best Investing Reads 11/02/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Surprising Power of The Long Game (Farnam Street) The Relative Anchor in Rates (A Wealth of Common Sense) A Top or The Top? (The Irrelevant Investor) Shiller: Stocks Could Rise Higher Before They Fall (Validea) Tax-Loss Selling: A Silver Lining in Volatile Markets (Morningstar) … Read More