This Week’s Best Investing Reads 09/07/2018

Johnny HopkinsValue Investing News2 Comments

Here’s a list of this week’s best investing reads: The Decision Matrix: How to Prioritize What Matters (Farnam Street) I Quit My Dream Job Because There’s Sadly No Such Thing (Financial Samurai) The Unreachables (The Reformed Broker) What Does it Mean to be a Financial Expert? (The Irrelevant Investor) Lessons Learned Since the Financial Crisis (Validea) Could Index Funds Become Too … Read More

Bruce Flatt (Brookfield): “Being Contrarian And Not Being Where The Crowd Is Going – Is Hard To Do – But The Most Lucrative If Accomplished”

Johnny HopkinsBruce Flatt, Investing StrategyLeave a Comment

Here’s a great presentation from Bruce Flatt, CEO of Brookfield Asset Management, speaking to the folks at Google about – Durable Principles for Real Asset Investing. Flatt makes some great points on the importance of going against the crowd and maintaining a contrarian approach to investing saying: “We’ve always tried to adhere … Read More

David Einhorn: Greenlight Capital’s Big August Loss Compounds 2018 Woes

Johnny HopkinsDavid Einhorn, Investing StrategyLeave a Comment

Here’s an article at Institutional Investor which discusses David Einhorn’s ongoing underperformance. According to this article at Reuters – Billionaire investor David Einhorn’s Greenlight Capital hedge fund, whose bets on car companies General Motors and Tesla both moved against him in August, lost 7.6 percent this month, leaving the fund … Read More

Charles Munger: “If You Won’t Attack A Problem While It’s Solvable And Wait Until It’s Unfixable, You Can Argue That You’re So Damn Foolish That You Deserve The Problem”

Johnny HopkinsCharles Munger, Investing BooksLeave a Comment

While not specifically an investing book, The Art of the Good Life: Clear Thinking for Business and a Better Life, by Rolf Dobelli provides some great lessons for investors. There’s one passage in particular titled – Reality Doesn’t Care About Your Feelings; or, Why Every False Step Improves Your Life – which basically says … Read More

This Week’s Best Investing Reads 08/31/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: Why Doesn’t The Stock Market Care About the News? (A Wealth of Common Sense) The Disproportional Power of Anecdotes (Farnam Street) Show me the incentives and I will show you the outcome (The Reformed Broker) The Forgotten Bear Market (The Irrelevant Investor) For Whom The Economy Grows (NY … Read More

Mario Gabelli: There Are No Such Things As “Can’t Miss” Stocks. Habits evolve, Technologies Change, And Companies Mature. It’s A Cycle As Old As Capitalism Itself

Johnny HopkinsInvesting Strategy, Mario GabelliLeave a Comment

Mario Gabelli recently released his Q2 2018 shareholder letter. Gabelli reported for the quarter ended June 30, 2018, the net asset value (“NAV”) per Class A Share of The Gabelli Value 25 Fund increased 3.2% compared with increases of 3.4% and 1.3% for the Standard & Poor’s (“S&P”) 500 Index and the … Read More

Howard Marks: The Refusal To Catch A Falling Knife Is A Rationalization For Inaction. It’s Our Job To Catch Falling Knives. That’s How You Get Bargains!

Johnny HopkinsHoward Marks, Investing StrategyLeave a Comment

Here’s a great interview (below) with Howard Marks at the Wharton School of the University of Pennsylvania (2018). Marks was asked his thoughts on distressed debt investing, margin of safety, and catching falling knives when evaluating prospective investments. Here’s his response: Marks: You know there’s only one intelligent form of … Read More

This Week’s Best Investing Reads 08/24/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: $350 Discount for Acquirer’s Multiple Subscribers – Value Invest New York – Featuring Joel Greenblatt, Howard Marks, Robert Hagstrom, Dave Iben and others Sometimes (The Reformed Broker) The Half-Life of Investment Strategies (A Wealth of Common Sense) People vs. Companies (Collaborative Fund) Case Study on Managing … Read More