Blog
Page 386
- This Week’s Best Investing Articles, Research, Podcasts 10/4/2019Here’s a list of this week’s best investing reads: The 2019 S&P 500 Sector Quilt (A Wealth of Common Sense) WeWork Lessons That Apply To Lots of Stuff (Collaborative Fund) Exter…
- Warren Buffett: The Price Of A Stock Doesn’t Tell You Anything About The BusinessHere is Adam Smith, author of Supermoney, interviewing Warren Buffett back in 1985. Smith asks Buffett: “What do you do that’s different than ninety percent of the money manager…
- Joel Greenblatt – Top 10 Holdings Q2 2019One 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 the…
How To Create A Successful Finance Bloghttps://www.youtube.com/watch?v=-cG2BvJQnJU?start=2388 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broke…- Seth Klarman: A Country Full Of Well-Trained Investors Would Make The Same Kind Of Mistakes That Investors Have Been Making ForeverIn 2004 Louis Lowenstein wrote a paper titled – Searching for Rational Investors in a Perfect Storm in which Lowenstein attempted to measure the performance of 10 value managers…
How To Successfully Adapt The Peter Lynch Style Of Investing In 2019https://www.youtube.com/watch?v=-cG2BvJQnJU?start=72 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker …- Robert Shiller: What People Say About the Economy Can Set Off a RecessionHere’s a great article written by Robert Shiller that appeared recently in The New York Times. Shiller illustrates how the spread of economic narratives drives human behavior in…
Maybe It Really Is Different This Time! (Part 2)https://www.youtube.com/watch?v=-cG2BvJQnJU?start=1316 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broke…
Maybe It Really Is Different This Time! (Part 1)https://www.youtube.com/watch?v=-cG2BvJQnJU?start=466 During his recent interview with Tobias, Joshua Brown, CEO of Ritholtz Wealth Management, and author at The Reformed Broker…
(Ep.30) The Acquirers Podcast: Joshua Brown – Reformed Broker, Backstage Wall Street With Ritholtz CEOSummary In this episode of The Acquirer’s Podcast Tobias chats with Joshua Brown. Joshua is the CEO of Ritholtz Wealth Management. He’s a commentator on CNBC. He’s a blogger on …- TAM Stock Screener – Stocks Appearing in Greenblatt, Dalio, Gabelli PortfoliosPart of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in th…
- This Week’s Best Investing Articles, Research, Podcasts 9/27/2019Here’s a list of this week’s best investing reads: Green New Deal is Inevitable (The Reformed Broker) Explaining the Stock Market to Big Cat (A Wealth of Common Sense) Canvas Q&…
- Mohnish Pabrai: Q2 2019 Top 10 HoldingsOne 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 the…
What Happens When Short Activist Investing Goes Wronghttps://www.youtube.com/watch?v=cseF_BDs0Io?start=1007 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his very unsuccessful short position…- Joel Greenblatt: In Investing The Last Man Standing Is PatienceIn his presentation to the folks at Google, Joel Greenblatt emphasized the importance of patience in successful investing saying: “The last man standing is patience. We call it …
Activist Short Selling Can Be Very Profitablehttps://www.youtube.com/watch?v=cseF_BDs0Io?start=689 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses his successful activist short positio…- Prem Watsa And His Prediction On The Sub-Prime Mortgage CrisisSome of the best shareholder letters that investors can read are those from Prem Watsa at Fairfax Financial Holdings. In his 2006 Shareholder Letter, Watsa predicted the sub-pri…
How Astute Investors Discovered The Chinese Reverse Merger Fraudshttps://www.youtube.com/watch?v=cseF_BDs0Io?start=238 During his recent interview with Tobias, Sahm Adrangi of Kerrisdale Capital discusses how he came across a number of succes…