Tweedy Browne Co LLC – Top 10 Holdings

Johnny HopkinsStock ScreenerLeave a Comment

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

Why Is It So Difficult For Companies To Adopt A Value Investing Strategy

Johnny HopkinsPodcasts1 Comment

https://www.youtube.com/watch?v=Ry_HO9V4xHI?start=1645 During his recent interview with Tobias. Joseph Calandro Jnr provides some great insights into the difficulty associated with companies trying to adopt a corporate value investing strategy. Here’s an excerpt from the interview: Tobias Carlisle: Your practice area and your area of interest in research has been the application … Read More

Warren Buffett: Sometimes Buying A Basket Of Stocks In An Industry Is Better Than Picking Individual Stocks

Johnny HopkinsInvesting Strategy, Warren BuffettLeave a Comment

During the 2002 Berkshire Hathaway Annual Meeting Warren Buffett provided some great insights into why buying a basket of stocks in an industry is better than picking individual stocks. Here’s an excerpt from the meeting: AUDIENCE MEMBER: Hi, my name is Jennifer Pearlman from Toronto, Canada. Mr. Buffett, in 1998, … Read More

What Are The Steps Investors Can Take To Discover A Company’s Hidden Assets

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https://www.youtube.com/watch?v=Ry_HO9V4xHI?start=621 During his recent interview with Tobias. Joseph Calandro Jnr discusses the steps that investors can take to uncover a company’s hidden assets. Here’s an excerpt from the interview: Tobias Carlisle: So you describe the strategy to exploit these hidden assets or, in particular, these intellectual property character-type assets as … Read More

Hidden Assets: Just How Did Disney Unlock $17 Billion+ From A $4 Billion Acquisition Of Marvel?

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https://www.youtube.com/watch?v=Ry_HO9V4xHI?start=328 During his recent interview with Tobias. Joseph Calandro Jnr discusses how investors can find value in companies with hidden assets. He illustrates the point with the case study of Disney’s purchase of Marvel for $4 Billion. Here’s an excerpt from the interview: Tobias Carlisle: You describe in your paper … Read More

(Ep.8) The Acquirer’s Podcast: Joseph Calandro Jr – Hidden Assets, M&A Dealmaking: Disney And Marvel’s Movies

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Joseph Calandro, Jr. During the interview Joseph, who is the author of Applied Value Investing and 50 research publications, provides some great insights into: – Investors Can Find Value In Companies With ‘Hidden Assets’ – Case Study Disney Buys … Read More

This Week’s Best Investing Reads 4/26/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Anatomy of a Great Decision (Farnam Street) The Problem With Most Financial Advice (Of Dollars and Data) What a Strange Round Trip It’s Been (A Wealth of Common Sense) The Intangibles of Assessing Management Quality (Safal Niveshak) Three Reasons You’re Never Satisfied (The Reformed Broker) … Read More

Why ‘Covered Calls’ Are A Great Strategy For Enhancing Yield

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https://www.youtube.com/watch?v=g45heRGKrpE?start=1492 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses why ‘covered calls’ are a great strategy for enhancing yield, saying: Tim Travis: Sure. So, covered calls we use less frequently, but it’s a great strategy to enhance the yield. So, if you have a dividend … Read More

How ‘Cash Secured Puts’ Can Provide Investors With Downside Price Protection 

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https://www.youtube.com/watch?v=g45heRGKrpE?start=1294 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses how ‘cash secured puts’ provide investors with downside price protection, saying: Tim Travis: Yeah. So, a cash secured put just means you’re not necessarily exploiting the margin factor. So, if we’re selling just a stock, let’s … Read More

This Week’s Best Investing Reads 4/19/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Warren Buffett: The Greatest Factor Investor of All Time? (CFA Institute) How to Improve Your Risk-Adjusted Returns (The Irrelevant Investor) The Importance of Working With “A”Players (Farnam Street) Investing Do’s and Don’ts (Morningstar) Looking for Easy Games in Bonds (Michael Mauboussin) Investors … Read More

Value portfolios formed on P/CF are underperforming glamour by the widest margin *EVER* going back to 1951 — 59%

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The chart below shows the relative performance (blue, left-hand side) and underperformance from the nearest peak (orange, right-hand side) of value-weighted decile portfolios formed on price-to-cash flow from 1951 to February 2019. Value is currently enduring its deepest relative underperformance ever. In December last year, the value decile of portfolios … Read More