Todd Combs: The Billionaire Whisperer

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a great article at Bloomberg about Todd Combs titled – The Billionaire Whisperer Who United Bezos, Buffett and Dimon. The article provides some great insights into Combs, the young hedge fund manager who runs a significant portion of Berkshire’s investment portfolio, and is being heavily touted as Buffett’s successor. … Read More

Seth Klarman: Investing Requires A Degree Of Arrogance Tempered With The Humility Of Knowing We Could Be Wrong

Johnny HopkinsSeth KlarmanLeave a Comment

Several years ago Jason Zweig did a great interview with Seth Klarman titled – Opportunities for Patient Investors, which was published by the CFA Institute. While the entire interview provides a number of value investing insights, one answer in particular provides a unique insight into Klarman’s psychology towards investing saying: “In … Read More

Mohnish Pabrai: Here’s Why It’s So Difficult For Analysts and Investment Managers To Calculate Future Earnings

Johnny HopkinsMohnish PabraiLeave a Comment

One of our favorite Mohnish Pabrai articles is one he wrote called – Astronomers, Astronauts and Styles of Investing. It provides some great insights into why it’s so difficult for analysts and investment managers to calculate the future earnings of a company and make their forecasts. Here’s an excerpt from … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: Finding Deep Value Stocks with the Acquirer’s Multiple (blog.validea.com) Understanding Speed and Velocity: Saying “NO” to the Non-Essential (Farnam Street) Some Perspective on Investing Advice (A Wealth of Common Sense) The Easy Pickings (The Irrelevant Investor) How The Passive Investing Mania Undermined Its Most Basic Assumption, Part … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing News1 Comment

Here is a list of this week’s best investing reads: Goldilocks And The Liquidity Bears (The Felder Report) The Race to A Trillion (The Irrelevant Investor) What Really Fueled The Bull (The Reformed Broker) Half Life: The Decay of Knowledge and What to Do About It (Farnam Street) The Power of Narrative (A Wealth of Common Sense) Ironies of Luck (Collaborative … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Now or Later? (The Irrelevant Investor) Fear and Greed are Undefeated (The Reformed Broker) Friction: The Hidden Reality of What Holds People Back (Farnam Street) Some Finance Phrases I Find Annoying (A Wealth of Common Sense)   Spinoffs – A Favorite Of Joel Greenblatt (ValueWalk) How a volatile stock market turns investors … Read More

HBS – Activist Investors: The Untold Story

Johnny HopkinsBill Ackman, Carl IcahnLeave a Comment

Here’s a great article at the The Harbus. The Harbus is the independent, non-profit news organization of Harvard Business School. The article provides some great arguments against the perception that all activist investors are short term focused, aggressive, and meddlers. Here’s an excerpt from that article: Ask many HBS students about the … Read More