Bruce Greenwald: How Smart Investors Can Take Advantage Of Overconfident Investors – Which Is Most Of Us!

Johnny HopkinsBruce Greenwald, Investing StrategyLeave a Comment

We’ve just been watching Bruce Greenwald’s 2014 presentation at the International Post Keynesian Conference in which he illustrates how smart investors can take advantage of overconfident investors, which is most of us, saying: Human beings are constituted and cannot stop themselves from believing they know what they know with a vastly higher degree of certainty than is warranted. In the … Read More

Bruce Greenwald: “You Are Who You Are. That’s Why I’m Not Really A Professional Investor!”

Johnny HopkinsBruce Greenwald1 Comment

We’ve just been reading through the latest issue of the Graham & Doddsville newsletter featuring a great interview with Mark Cooper and Bruce Greenwald. Mark Cooper is a co-portfolio manager of the International Small Cap Value strategy at First Eagle Investment Management. He’s also one of Greenwald’s former students and current collaborators. During the interview Greenwald discusses the difficulty of identifying real compounding businesses today, … Read More

Bruce Greenwald: How To Significantly Improve Your Value Investing Strategy

Johnny HopkinsBruce GreenwaldLeave a Comment

Last year Bruce Greenwald did a great interview with Leslie Norton at Barron’s in which he discussed his ‘spin’ on value investing and how it can significantly improve your results. Here is an excerpt from that interview: Norton: Isn’t value investing about buying cheap stocks? Greenwald: There’s a Graham and Dodd overlay that goes by the name of value investing, … Read More

Bruce Greenwald – The Quintessential Starting Point For All Value Investors

Johnny HopkinsBruce GreenwaldLeave a Comment

One of our favorite finance professors here at The Acquirer’s Multiple is Bruce Greenwald. Greenwald holds the Robert Heilbrunn Professorship of Finance and Asset Management at Columbia Business School and is the academic Director of the Heilbrunn Center for Graham & Dodd Investing. Described by the New York Times as “a guru to Wall Street’s gurus,” Greenwald is an authority on … Read More

Bruce Greenwald: You Will Do Much Better Investing In Ugly Diseased Stocks Than Glamorous Stocks

Johnny HopkinsBruce GreenwaldLeave a Comment

One of our favorite finance professors here at The Acquirer’s Multiple is Bruce Greenwald. Greenwald holds the Robert Heilbrunn Professorship of Finance and Asset Management at Columbia Business School and is the academic Director of the Heilbrunn Center for Graham & Dodd Investing. Described by the New York Times as “a guru to Wall Street’s gurus,” Greenwald is an authority … Read More

Start with the balance sheet, and ignore DCF – Bruce Greenwald

Johnny HopkinsBruce Greenwald, Research, Resources4 Comments

(Image Credit, www.lifeposts.com) I’m always interested in reading and listening to anything by Bruce Greenwald. Bruce Greenwald is a professor at Columbia University’s Graduate School of Business and Director of Research at First Eagle Funds. He’s also the author of the books Value Investing: from Graham to Buffett and Beyond and Competition Demystified: A Radically Simplified Approach to Business Strategy. He’s … Read More