Warren Buffett: The Challenge of Finding Great Businesses

Johnny HopkinsWarren BuffettLeave a Comment

In his latest 2023 Berkshire Hathaway Annual Letter, Warren Buffett discusses his strategy of investing in businesses with strong fundamentals and enduring competitive advantages. He explains how finding these businesses has become more difficult due to Berkshire’s own size and increased competition. He also emphasizes the importance of trustworthy management, … Read More

Chris Davis: Unveiling the “Cost of Foolishness”: Why Risk Culture Drives Investment Success

Johnny HopkinsChristopher DavisLeave a Comment

In his recent interview with Value Investor Insight, Chris Davis discussed how he has outperformed the market by focusing on financials and avoiding common mistakes outsiders make. He emphasizes the importance of assessing a company’s “cost of foolishness” regarding risk management, as this can significantly impact their performance. Here’s an … Read More

Jim Chanos: Investors Flock to Fraudulent Companies Despite Risks

Johnny HopkinsJames ChanosLeave a Comment

During his recent interview with Capitalisn’t, Jim Chanos describes a phenomenon observed in bull markets where investors, despite knowing the risks, are drawn to fraudulent, aggressive, and questionable companies for extended periods. This “irrational exuberance” is attributed to two factors: Systematic risk: This refers to the inherent uncertainty of the … Read More

VALUE: After Hours (S06 E08): Vixologist Jim Carroll on the VIX, Vol, 0DTE Options and Burgelman’s Trap

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Jim Carroll discuss: VIX Explained: Demystifying the Stock Market’s “Fear Index” Burgelman’s Trap: Identifying Flywheel Businesses for Sustainable Growth Be Careful What You Wish For: Risks of Fed Rate Cuts The Casino-fication of the Market: … Read More