In his latest interview with The Value Investing Channel, Chuck Akre explains how to calculate the ‘real’ rate of return. Here’s an excerpt from the interview: So when I say what interests we talked about games or Facebook or tractors or the mall or all kinds of things. How do … Read More
Chuck Akre: Timeless Lessons From Warren Buffett
In his 1988 Shareholder Letter, Chuck Akre discussed the lessons he learned from Warren Buffett. Here’s an excerpt from the letter: Over the years, I have been most significantly influenced by the writings of Warren Buffett. (Fortunately, I have been a shareholder of Berkshire Hathaway since 1977). Warren was a … Read More
Akre Focus: Mark Leonard Is One Of The Best Capital Allocators Of Our Generation
In this recent interview with Barron’s, John Neff and Chris Cerrone of the Akre Focus Fund discuss the durable competitive advantage of software businesses and what makes Constellation’s Mark Leonard one of the best capital allocators of our generation. Here’s an excerpt from the interview: You own several software companies. … Read More
Chuck Akre: Never Sell Good Businesses
In his latest interview with WCDS: Wakefield Country Day School, Chuck Akre discusses his never sell strategy, and why investors can pay higher multiples for growth companies in a low interest rate environment. Here’s an excerpt from the interview: Akre: Then we say, and our discipline is, we just don’t … Read More
Chuck Akre: Hang On To Your Winners
In his recent interview with Value Investor Insight, Chuck Akre discussed his stepping down from running the Akre Focus Fund at age 78, his successful approach to investing, and his thoughts on buy and sell prices. Here’s an excerpt from the interview: Question: It’s always been a bit difficult to … Read More
Chuck Akre: Don’t Seek Opportunities In The Hardest-Hit Businesses Without Regard For Quality
In Chuck Akre’s latest Q2 2020 Market Commentary he makes a couple of great points regarding the importance of ignoring market forecasts, and why investors should avoid seeking opportunities in the hardest-hit businesses without regard for quality. Here’s some excerpts from his commentary: Why Investors Should Ignore Market Forecasts The … Read More
Chuck Akre: Top 10 Holdings (Q1 2020)
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
Chuck Akre: How To Identify Compounding Machines | Talks at Google
One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Chuck Akre. Akre is the Managing Member, Chief Executive Officer and Chief Investment Officer at Akre Capital Management. Akre has been in the securities business since 1968. He founded Akre Capital Management in 1989 and relocated … Read More
How To Find Good Businesses Using A Three-Legged Milking Stool – Chuck Akre
(Image Credit, dailymotion.com) Chuck Akre is the founder of Akre Capital Management LLC. His firm has $4.8 Billion in Assets Under Management (Form ADV from 2015-11-01). Akre uses a classic value approach in selecting companies for his portfolio. He likes to buy companies with strong business model demonstrating consistent earnings growth, high … Read More