Here’s How Successful Investors Dampen Down Their Investing ‘Cocaine Brain’ – Pabrai, Spier

Johnny HopkinsGuy Spier, Mohnish PabraiLeave a Comment

As investors we all know the excitement we feel when we come across what we think is an undervalued opportunity that seems to have been overlooked by most other investors. The feeling of exhilaration that we get is called “cocaine brain.” Neuroscientists have found that the prospect of making money stimulates the … Read More

21 Timeless Investing Lessons From Bruce Berkowitz

Johnny HopkinsBruce BerkowitzLeave a Comment

Bruce Berkowitz is the Founder and Chief Investment Officer of Fairholme Capital Management, and President and a Director of Fairholme Funds, Inc. In 2010 Berkowitz was named as the 2009 Domestic-Stock Fund Manager of the Year by Morningstar as well as the Domestic-Stock Fund Manager of the Decade (2000-2009), also by … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s some of this week’s best investing reads: Overcoming Your Demons (Collaborative Fund) How NYU teaches MBA Students about Bitcoin (The Reformed Broker) Market Complexity Could Trigger the Next Crash (Visual Capitalist) Are You a Better Investor? (Jason Zweig) All or Nothing Analysis (The Irrelevant Investor) Episode #72: Radio Show: Investor Sentiment – What is it Telling Us About this Bull’s … Read More

Undervalued Ceragon Networks FCF/EV Yield 10%, ROE 14% – Small & Micro Cap Stock Screener

Johnny HopkinsStocksLeave a Comment

One of the cheapest stocks in our Small & Micro Cap Stock Screener is Ceragon Networks Ltd (NASDAQ:CRNT). Ceragon Networks Ltd (Ceragon) is a wireless backhaul specialist company providing wireless backhaul solutions that enable cellular operators and other wireless service providers to deliver voice and data services, enabling smart-phone applications. A quick look … Read More

Is It Better To Buy The Stock And Watch The Price Drop Or Not Act And Watch The Price Soar? – Daniel Kahneman

Johnny HopkinsCharles Munger, Daniel Kahneman, Warren BuffettLeave a Comment

One of the most common predicaments facing investors is that they’ve analysed a stock, it meets with the investors criteria, and now it’s time to pull the trigger and buy the stock. But something happens, the investor ums and ahs and delays the decision to buy. Next thing you know three … Read More

Great Investors Focus On Absolute-Performance Rather Than Relative-Performance – Seth Klarman

Johnny HopkinsSeth Klarman, Warren BuffettLeave a Comment

Earlier this month The Washington Post published an article titled – Warren Buffett’s $100 Billion Problem. The article was reporting on the $100 Billion that Berkshire has accumulated in cash over the years, stating: Warren Buffett celebrated his 87th birthday a few days ago, but the bigger number in his life … Read More

This Week’s Best Investing Reads

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s some of this week’s best investing reads: Markets Are Hard: Seth Klarman Edition (A Wealth of Common Sense) A Few Charts and a Few Thoughts at All-Time Highs (The Irrelevant Investor) Ray Dalio, The Steve Jobs of Investing (Tim Ferriss) Delivering Alpha Conference Notes 2017: Robertson, Dalio, Chanos, Cooperman & More (Market Folly) Overvalued Stocks are Ruining the … Read More