Mohnish Pabrai: A Tale of Missed Chances in Investing

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During his recent interview with The Investor’s Podcast, Mohnish Pabrai discusses his passion for bridge and shares a story about an investor who shorted Berkshire Hathaway, missing out on significant gains. The investor later regretted not investing in high-yield U.S. treasuries in the early ’80s. Pabrai reflects on missed opportunities … Read More

Howard Marks: The Danger of Certainty

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During their latest discussion on The Insight, Howard Marks, Armen Panossian, and David Rosenberg discuss the current market environment. Here’s the main point from Howard Marks: Uncertainty in the Current Market: Marks highlights the numerous uncertainties in the current market environment, including geopolitical tensions, climate change, economic growth, inflation, and … Read More

Warren Buffett: Is AI The Nuclear Genie of Our Time?

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During his latest 2024 Berkshire Hathaway Annual Meeting, Warren Buffett acknowledges his lack of understanding about AI but doesn’t dismiss its significance. He compares it to the nuclear genie, once out of the bottle, impossible to control. He recalls a disturbing experience where AI convincingly mimicked him, realizing its potential … Read More

Bill Ackman – Top 10 Holdings – Latest 13F

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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

VALUE: After Hours (S06 E18): Ben Claremon on Devonshire Partners’ Micro Public-to-Private Equity Strat

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Ben Claremon discuss: Why Unsexy Industrial Businesses Are Ideal for Microcap Buyouts Beyond the Knockout Punch: Why Microcaps Struggle with Business Diversification Microcap Investing: Finding Diamonds in the Rough Skin in the Game: Why Microcap Buyout Investors … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (05/03/2024)

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This week’s best investing news: David Eihorn – Greenlight Capital Letter Q1 2024 (Greenlight) François Rochon – Intelligent & Rational Long-Term Investing (TIP) The Bull Case For Commodities Is As Strong As Ever (Validea) 10 Tough Questions for Warren Buffett at Berkshire’s Annual Meeting (Barron’s) Mohnish Pabrai’s Session with MIT’s … Read More

The Cockroach Portfolio

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During their recent episode, Taylor, Carlisle, and Buck discussed The Cockroach Portfolio, here’s an excerpt from the episode: Jason: Exactly. No lube. So, basically, my partner, Taylor Pearson and I built exactly what we wanted for ourselves and our families, and then we just opened it up to outside investors. … Read More

The Religious Wars of Investing

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During their recent episode, Taylor, Carlisle, and Buck discussed The Religious Wars of Investing, here’s an excerpt from the episode: Jason: That’s obscene. Exactly. It comes around– I haven’t flushed this out, so give me some grace on this. Toby, like you’re saying, 200 years, maybe worse than 200 years, … Read More