Mohnish Pabrai: Gridlock Crippling U.S Progress: Despite Economic Strength, Divided Government Hinders Potential

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In this interview at the SumZero Virtual Investor Summit 2024, Mohnish Pabrai discussed his disappointment with the current political gridlock in Congress, and choice of political candidates. He also highlighted the significant potential for the U.S if a more functional government existed. Here’s an excerpt from the interview: Pabrai: I … Read More

Is Bitcoin a Bubble? The Ski Jump Price Pattern

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During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed Is Bitcoin a Bubble? The Ski Jump Price Pattern. Here’s an excerpt from the episode: Tobias: Just to pick up on something that we were talking about before. So, I said the dragon king … Read More

Test Your Investment Beliefs

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During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed Test Your Investment Beliefs. Here’s an excerpt from the episode: And then I talk about purpose, which is, forget what the money is is for. Let’s start talking about what is this money about. … Read More

Howard Marks – 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