Activism, Done Correctly, Protects Shareholders From Stupid Management Decisions

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https://www.youtube.com/watch?v=21-Dy4vv0cc?start=1259 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discusses his approach to activism and the importance of protected shareholders from stupid management decisions saying: Peter Simpson-Morgan: It was entrepreneurial sort of start. And as we grew, I…again, not trying to be arrogant … Read More

Investors Don’t Need Benchmark Comparisons, The Starting Point Is Not To Lose Money

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https://www.youtube.com/watch?v=21-Dy4vv0cc?start=2691 During his recent interview with Tobias legendary Australian fund manager Peter Simpson-Morgan, who ran Perpetual, discusses why investors shouldn’t use benchmark comparisons, sharpe ratios, and the like saying: Tobias Carlisle: So, you no longer have multi-billions of dollars that you have to get into the companies, and you don’t … Read More

This Week’s Best Investing Reads 6/28/2019

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Here’s a list of this week’s best investing reads: Unlimited Upside (The Irrelevant Investor) Leveraged Investors Could Be Signaling A Bear Market Is Now Underway (The Felder Report) How to Win Any Argument About the Stock Market (A Wealth of Common Sense) Being on the wrong side of this decade’s investing mega-trend … Read More

How Can Investors Find Opportunities In The Small & Micro-Cap Universe

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https://www.youtube.com/watch?v=uBK3h0n2qPQ?start=409 During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how investors can find opportunities in the small & micro-cap universe saying: Tobias Carlisle: When you’re looking at your opportunity set, I see in your presentation you divided into, you’ve got … Read More

Micro-Cap Investing Is Like Quasi Private Equity Investing Which Provides Significant ‘Early’ Investment Opportunities

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https://www.youtube.com/watch?v=uBK3h0n2qPQ?start=2584 During his recent interview with Tobias, Peter Rabover, who is the Portfolio Manager at Artko Capital LP, discusses how micro-cap investing is like quasi private equity investing and how that provides significant ‘early’ investment opportunities. Here’s an excerpt from the interview: Tobias Carlisle: So, you said before you … … Read More

Mohnish Pabrai: Great Stock Selection Starts With Rejecting New Investment Opportunities For The Flimsiest Possible Reasons

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Here’s a great interview with Mohnish Pabrai and The London Business School. During the interview Pabrai discusses his stock selection process, which he says starts with getting rid of new investment opportunities for the flimsiest possible reason. Here’s an excerpt from the interview: Mohnish Pabrai: I’ll give it a shot … Read More

This Week’s Best Investing Reads 6/21/2019

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Here’s a list of this week’s best investing reads: When Everything That Counts Can’t Be Counted (The Reformed Broker) ‘You Better Be Careful And Keep Your Eyes Open’ (The Felder Report) Why Do We Need Inflation? (A Wealth of Common Sense) While Studying Bonds, Why Credit Rating Analysts Should Keep an Eye on the … Read More

What Can Investors Learn From Buffett’s Pivot On Airlines As An Investment

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https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2998 During his recent interview with Tobias, Bill Brewster who runs Sullimar Capital Group says, investors can learn a lot from Warren Buffett’s pivot on airlines as an investment. Here’s an excerpt from the interview: Tobias Carlisle: That’s where I spend my time. Let’s talk about airlines a little bit, … Read More

Seth Klarman Protégé – David Abrams – Investors Need To Use A Multi-Path Approach To Business Valuation And Analysis

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We’ve just been listening to a great interview with Seth Klarman’s protégé David Abrams on the Value Investing With Legends podcast in which Abrams discusses why investors need to use a multi-path approach to business valuation and analysis. Here’s an extract from the interview: David Abrams: The first question we … Read More

If There’s A Wall Street Analyst Hammering A Company, Investors Really Need To Know Why Before Taking The Other Side

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https://www.youtube.com/watch?v=kkW9Zg6Hs8Y?start=2616 During his recent interview with Tobias, Bill Brewster who runs Sullimar Capital Group says, if there’s a Wall Street analyst hammering a company, investors really need to know why, before taking the other side. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s change gears again. I don’t … Read More