Joel Greenblatt’s Top 10 Holdings (Q1 2021)

Johnny HopkinsJoel GreenblattLeave a Comment

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

Joel Greenblatt: What Makes A Great Investor

Johnny HopkinsJoel GreenblattLeave a Comment

In his latest interview on The Knowledge Project Podcast, Joel Greenblatt discussed what makes a great investor. Here’s an excerpt from the interview: (3:09) I think it’s a combination of a few things. But one it’s really just the thought process. Can they make it simple. Can they really explain … Read More

Value Investing Masterclass: Greenblatt & Pzena – Excess Financial Leverage And Value Investing are Not Good Bedfellows

Johnny HopkinsJoel Greenblatt, Richard Pzena, Value InvestingLeave a Comment

In their recent Value Investing Masterclass, Rich Pzena and Joel Greenblatt discuss all things value investing including their days spent worked together on a Ben Graham paper in college. During the interview Rich Pzena also discusses his thoughts on why value investing and excess financial leverage are not good bedfellows. … Read More