Howard Marks: Q2 2019 Top 10 Holdings

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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

The Low Volatility Anomaly – Low-Volatility Stocks Have Higher Returns Than High-Volatility Stocks

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https://www.youtube.com/watch?v=rUHqdIH56lU?start=2714 During his recent interview with Tobias, Lawrence Hamtil, Principal and author at Fortune Financial Advisors, discusses the low volatility anomaly – why low-volatility stocks have higher returns than high-volatility stocks, and how investors can take advantage of that. Here’s an excerpt from the interview: Tobias Carlisle: You raised it … Read More

Michael Mauboussin: 5 Ways That Investors Can Effectively Take Advantage Of Behavioral Inefficiencies

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In Michael Mauboussin’s great research paper titled – Who Is On The Other Side, he provides five key insights into how investors can effectively take advantage of behavioral inefficiencies, which he listed as: Be Mindful Of Sentiment And Overextrapolation Rely On Valuation Lean On Facts Timing Or, Listen To Benjamin … Read More

Mid-Cap Stocks Sit In The Sweet Spot Of The Markets

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https://www.youtube.com/watch?v=rUHqdIH56lU?start=1706 During his recent interview with Tobias, Lawrence Hamtil, Principal and author at Fortune Financial Advisors, discusses why mid-cap stocks are better performers and rebound more quickly than other sectors. Here’s an excerpt from the interview: Tobias Carlisle: One of the interesting things for me that came out of that … Read More

Daniel Kahneman: The Illusion Of Understanding – Just How Lucky Were The Founders Of Google

Johnny HopkinsDaniel KahnemanLeave a Comment

Here’s a great passage from Daniel Kahneman’s book – Thinking Fast and Slow, in which he discusses the ‘Illusion of Understanding’, illustrated by the role that luck had on the founders of Google saying: The trader-philosopher-statistician Nassim Taleb could also be considered a psychologist. In The Black Swan, Taleb introduced … Read More

The Sin Premium – Sin Stocks Can Be Very Profitable

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https://www.youtube.com/watch?v=rUHqdIH56lU?start=2107 During his recent interview with Tobias, Lawrence Hamtil, Principal and author at Fortune Financial Advisors, discussed the ‘Sin Premium’ and how sin stocks can be very profitable. Here’s an excerpt from the interview: Tobias Carlisle: And one of the things that I’ve seen you speak about or tweet about … Read More

(Ep.31) The Acquirers Podcast: Lawrence Hamtil – Sector Bets In Value, Size, And International Stocks

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Lawrence Hamtil. Lawrence is a Principal and author at Fortune Financial Advisors which offers independent financial planning and wealth management services. During the interview Lawrence provided some great insights into: Why Investors Will Achieve Better Results By Focusing On Sectors, … Read More

Joel Greenblatt – Top 10 Holdings Q2 2019

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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

How To Create A Successful Finance Blog

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https://www.youtube.com/watch?v=-cG2BvJQnJU?start=2388 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed why he started and maintains his very successful investing blog saying: Tobias Carlisle: When I first discovered you, it was like December 2008, which was when I started … Read More

Seth Klarman: A Country Full Of Well-Trained Investors Would Make The Same Kind Of Mistakes That Investors Have Been Making Forever

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In 2004 Louis Lowenstein wrote a paper titled – Searching for Rational Investors in a Perfect Storm in which Lowenstein attempted to measure the performance of 10 value managers through the turbulent market period of 1999-2003. Here’s an excerpt from the abstract: I decided to see how a group of ten … Read More

How To Successfully Adapt The Peter Lynch Style Of Investing In 2019

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https://www.youtube.com/watch?v=-cG2BvJQnJU?start=72 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed how you can successfully adapt the Peter Lynch style of investing in 2019 saying: Tobias Carlisle: First question: your own personal investment strategy. I’ve read your great post, … Read More

Maybe It Really Is Different This Time! (Part 2)

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https://www.youtube.com/watch?v=-cG2BvJQnJU?start=1316 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker Blog, discussed how maybe it really is different this time for investors. It’s a comprehensive and interesting discussion so we broke it down into two parts. This is Part 2 … Read More