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- Michael Burry – Top 10 Holdings Q22019One 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…
The Micro-Cap Universe Provides The Best Opportunities To Find Multi-Baggershttps://www.youtube.com/watch?v=fHdKAzxnRnI?start=2316 During his recent interview with Tobias, Ian Cassel, Founder of MicroCapClub and Intelligent Fanatics Capital Management, …- Five Reasons Why Value Investing May Never Regain Its AppealHere’s an excerpt from an article at The Globe and Mail which discusses five reasons why value investing may never regain its appeal: There has been a lot of talk about the deat…
- Nassim Nicholas Taleb: If An Investor Has A Risk Of Terminal Blowup, The “Potential Returns” Of His Strategy Are Totally InconsequentialJust been re-reading Nassim Taleb’s book – Antifragile: Things that Gain from Disorder, which includes a great passage on risk and a real-life example of how it applies in inves…
- Avoid Selling Too Early – Investors Need To Allow Their Stock Positions To Exceed Their Expectationshttps://www.youtube.com/watch?v=fHdKAzxnRnI?start=1780 During his recent interview with Tobias, Ian Cassel, Founder of MicroCapClub and Intelligent Fanatics Capital Management, …
- Warren Buffett: There’s No Easier Game Than StocksHere’s a great excerpt from an interview that Warren Buffett did in India some years ago. Buffett is discussing how there is no easier game than stocks, but investors turn that …
- Investors Can Generate Outsized Returns Using The Three Buckets of Micro-Cap Investinghttps://www.youtube.com/watch?v=fHdKAzxnRnI?start=690 During his recent interview with Tobias, Ian Cassel, Founder of MicroCapClub and Intelligent Fanatics Capital Management, d…
(Ep.25) The Acquirers Podcast: Ian Cassel – Intelligent Fanatic, A Masterclass In Microcap InvestingSummary In this episode of The Acquirer’s Podcast Tobias chats with Ian Cassel. Ian is the Founder of MicroCapClub and Intelligent Fanatics Capital Management. He specialises in…- TAM Stock Screener – Stocks Appearing in Greenblatt, Pabrai, Spier 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 Reads 8/23/2019Here’s a list of this week’s best investing reads: Why Complexity Sells (Collaborative Fund) Learning from other Industries (csinvesting) The (Not So) Fantastic Four (The Felder…
- Seth Klarman – Top 10 Holdings Q22019One 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…
- Value Investor Insight: Alexander Roepers InterviewHere’s an excerpt from an interview by Value Investor Insight with Alexander Roepers. Making highly concentrated bets, as Alexander Roepers can attest, requires conviction in on…
The Secret To An Outstanding Growth Strategy Is To Prune Those Growth Ideas That Are Not Working Outhttps://www.youtube.com/watch?v=dmEMWylsmb8?start=2668 During his recent interview with Tobias, Daniel Grioli, the Managing Partner at Guisgard Capital, discusses the secret to …- Why Value Investing Works – In A Single ChartHere’s an excerpt from an article by fund manager Nick Kirrage at Schroders titled – Why Value Investing Works – In A Single Chart. Kirrage illustrates why value investing has w…
- Stanley Druckenmiller: Never, Ever Invest In The PresentHere’s a great except from Stanley Druckenmiller’s 2015 Speech at the Lost Tree Club. Druckenmiller provides some great insights into why investors should never, ever invest in …
- Concentrated Investing – The Successful One Stock Portfoliohttps://www.youtube.com/watch?v=dmEMWylsmb8?start=2084 During his recent interview with Tobias, Daniel Grioli, the Managing Partner at Guisgard Capital, demonstrates how very co…
- Charlie Munger: Great Investors Remain Rational, Objective, and DispassionateHere’s some great Charlie Munger quotes from the book Charlie Munger: The Complete Investor, by Tren Griffin. Munger is highlighting the importance of investors remaining ration…
- Investors Could Be Missing Out On Some Big Gains By Selling A Stock That Reaches Its ‘Target Price’https://www.youtube.com/watch?v=dmEMWylsmb8?start=2987 During his recent interview with Tobias, Daniel Grioli, the Managing Partner at Guisgard Capital, provides a real-life exa…