Charles Munger: If Mozart Can’t Get By With This Kind Of Asinine Conduct I Don’t Think You Should Try

Johnny HopkinsCharles MungerLeave a Comment

Here’s some more classic Munger. During his USC Law Commencement Speech, Munger provides some insights into counteracting the self serving bias, which includes overspending ones income, saying: (6:38) “Another thing of course that does one in is the self-serving bias to which we’re all subject.” “You think that your ‘little me’ is entitled … Read More

This Week’s Best Investing Reads 1/25/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Biggest Returns (Collaborative Fund) Samuel Andrews: The Man With the Billion Dollar Ego (Farnam Street) Pulling In Their Horns (The Reformed Broker) Diversification is (Almost) Undefeated (A Wealth of Common Sense) The Investor Seth Klarman, in a Rare Interview, Offers a Warning. Davos Should Listen (The New Yorker) … Read More

Jim Simons: Top 10 Holdings

Johnny HopkinsJim Simons, Portfolio ManagementLeave 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

This Week’s Best Investing Reads 1/18/2019

Johnny HopkinsValue Investing News1 Comment

Here’s a list of this week’s best investing reads: How to Do Great Things (Farnam Street) What I Learned From Jack Bogle (A Wealth of Common Sense) Stock Markets and the Rule of Law (The Reformed Broker) Caveat Investor? (Cliff Asness) Buy Low, Buy High (The Irrelevant Investor) Billionaire Sam Zell Buys Gold for First Time in … Read More

Carl Icahn – 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

Stanley Druckenmiller – Bulls Make Money, Bears Make Money, And Pigs Get Slaughtered – I’m Here To Tell You I Was A Pig

Johnny HopkinsInvesting Strategy, Stanley DruckenmillerLeave a Comment

We’ve just been re-reading one of our favorite speeches from legendary investor Stanley Druckenmiller at the Lost Tree Club some years ago. During the speech ‘The Druck’ provides some great insights into the mindset necessary to become a successful investor, saying: Excerpt From “The Druck” Speech The third thing I’d … Read More

Charles Munger: Civilized People Don’t Buy Gold

Johnny HopkinsCharles MungerLeave a Comment

Here’s some classic Munger wisdom on ‘gold’ as an investment: “I think gold is a great thing to sow into your garments if you’re a Jewish family in Vienna in 1939 but, I think civilized people don’t buy gold, they invest in productive businesses.” (Source: YouTube)

This Week’s Best Investing Reads 1/11/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: How Not to Be Stupid (Farnam Street) 10 Things Investors Can Expect in 2019 (A Wealth of Common Sense) The Art of the Deal, 2019 (The Reformed Broker) Wild Expectations (Collaborative Fund) Seven Big Ideas from Fooled by Randomness (Safal Niveshak) A History of Bear Market Bottoms (The Irrelevant Investor) ‘You Have To Know … Read More

Bill Ackman: Top 10 Holdings

Johnny HopkinsBill AckmanLeave 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