(Ep.29) The Acquirers Podcast: Sahm Adrangi – Activist Shorts, Short Selling, And Event Driven Special Situations

Johnny HopkinsPodcastsLeave a Comment

Summary In this episode of The Acquirer’s Podcast Tobias chats with Sahm Adrangi of Kerrisdale Capital. Kerrisdale are well known for their activist shorts, short-selling, and event-driven special situation investing, characterized by deep research, and some great research reports which they very generously share with the market. Sahm provided some … Read More

David Einhorn: Q2 2019 Top 10 Holdings

Johnny HopkinsDavid EinhornLeave 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

Schroders: Has Value Investing Been Disrupted?

Johnny HopkinsValue InvestingLeave a Comment

Here’s an article from Schroders which discusses the impact of technology on traditional value investing: Disruption is a major theme in stock markets today with companies such as Amazon and Uber challenging the traditional approach to their respective industries. Such companies are an example of so-called “growth” stocks, with investors … Read More

(Ep.28) The Acquirers Podcast: Thomas Braziel – Priority Position, Activism, Bankruptcy, And Off-The-Run Securities

Johnny HopkinsPodcastsLeave a Comment

Summary In this episode of The Acquirer’s Podcast Tobias chats with Thomas Braziel the Founder of 507Capital. 507 Capital specializes in providing liquidity globally by purchasing bankruptcy claims, distressed debt, fraud, liens, judgements, distressed assets, and frozen accounts. During the interview Thomas provided some great insights into: In Investing, Opportunities … Read More

George Soros – Top 10 Holdings Q2 2019

Johnny HopkinsGeorge SorosLeave 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

Just Who Is Satoshi Nakamoto?

Johnny HopkinsPodcastsLeave a Comment

In his recent interview with Tobias, Tyrone Ross Jr, who was recognized by Investment News 40 under 40 (2019) and WealthManagement.com as a top ten advisor set to change the industry in 2019, provides his thoughts on just who is Satoshi Nakamoto. Here’s an excerpt from the interview: Tobias Carlisle: I was … Read More

Latest Research: Will Value Investing Ever Rebound?

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a great new research paper titled – Explaining the Demise of Value Investing. The paper discusses the two major reasons for the demise of value investing and speculates on the likelihood of a resurgence. Here’s an abstract: The business press claims that the long-standing and highly popular value investing strategy—investing in … Read More

The Pluses And Minuses Of Facebook’s Libra

Johnny HopkinsPodcastsLeave a Comment

In his recent interview with Tobias, Tyrone Ross Jr, who was recognized by Investment News 40 under 40 (2019) and WealthManagement.com as a top ten advisor set to change the industry in 2019, discusses the positives and negatives of Facebook’s Libra. Here’s an excerpt from the interview: Tobias Carlisle: I think you … Read More