How To Turn $100,000 Into $20 Million

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During his recent interview with Tobias, Mark Yusko of Morgan Creek Capital Management discusses how he turned $100,000 into $20 Million in one trade. Here’s an excerpt from the interview: Tobias Carlisle: Let me take you back a little bit. So you start at UNC Chapel Hill 1998, you have … Read More

How Does The Endowment Model (Of Investing) Work?

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During his recent interview with Tobias, Mark Yusko of Morgan Creek Capital Management discusses how the endowment model (of investing) works. Here’s an excerpt from the interview: Tobias Carlisle: Just before you go on, what is the endowment model, that’s the … what is the insight, the key insight, to … Read More

(Ep.42) The Acquirers Podcast: Mark Yusko – Endowment Value, Endowment Model, Value Investing, Crypto And Bitcoin

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Mark Yusko. He’s the Founder, CEO, and Chief Investment Officer of Morgan Creek Capital Management, an asset manager with $2 billion under management. During the interview Mark provided some great insights into: Before Fama And French There Was Bill … Read More

Carl Icahn: Q3 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

Carl Icahn: The Life Of An Activist Investor

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If you’ve ever wonder what it’s like to be an activist investor, you may want to take a look at Carl Icahn’s latest open letter to the shareholders of HP and his strong criticism of the HP board for not pursuing its possible acquisition by Xerox. Icahn currently owns around … Read More

The Intellectual Investor – The Intelligent Investor, Plus Creativity

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During his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses the new book he’s working on – The Intellectual Investor – The Intelligent Investor, Plus Creativity. Here’s an excerpt from the interview: Tobias Carlisle: You’re working on a new book, The Intellectual Investor. Do you want … Read More

The Tablecloth to Napkin Financial Analysis Model

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During his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses his tablecloth to napkin financial analysis model. Here’s an excerpt from the interview: Tobias Carlisle: So I think that sometimes value investors kind of poo-poo the growth at a reasonable price, but I don’t … Read More

G.A.U.P – Growth At An Unreasonable Price

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During his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses G.A.U.P – growth at an unreasonable price. Here’s an excerpt from the interview: Tobias Carlisle: What’s the difference between a growth at a reasonable price investor, and a Buffett style franchise, DCF style investor? … Read More