Terry Smith: Don’t Sell Good Companies

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In his book – Investing for Growth, Terry Smith reflects on the lesson that selling stakes in good companies is almost always a mistake. He uses Sigma-Aldrich, a chemical company, as an example. Despite its strong financial and operational characteristics, Smith’s firm sold its stake when the company attempted to … Read More

Seth Klarman – 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

Howard Marks: The Contrarian’s Edge In A Hot Market

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In his book – The Most Important Thing, Howard Marks reflects on the 2004–2007 period, where investors mistakenly believed that cutting risk into small pieces and distributing it could eliminate risk. This false sense of security contributed to the financial crisis of 2008. Popular strategies like absolute return funds, low-cost … Read More

Warren Buffett: How We Make Money Without Lifting a Finger

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In his 2023 Berkshire Hathaway Annual Letter, Warren Buffett discusses Berkshire Hathaway’s long-term investments in Coca-Cola and American Express, which have been held for over two decades. While these positions are smaller compared to Apple, they remain significant assets. Both companies, founded in the 19th century, overcame past mismanagement and … Read More

The Case Against Investing in Metal-Based Industries

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During their recent episode, Taylor, Carlisle, and Doug Ott discussed The Case Against Investing in Metal-Based Industries. Here’s an excerpt from the episode: Jake: Toby, do you remember who was– I forget who it was, but they wouldn’t invest in any company that produced anything out of metal, because that … Read More