How to Value a Company and, Everyone Should go Shark Fishing [metaphor] – Mario Gabelli

Johnny HopkinsMario Gabelli, Research, ResourcesLeave a Comment

(Image Credit, wsj.com) If you follow this blog regularly, you’ll know that I’m a big fan of The Columbia Business School and their student newsletters. These newsletters are an awesome resource for value investors. Every newsletter contains a number of interviews with some of the smartest value investors on the planet. … Read More

There are three central elements to a value-investment philosophy – Part 1 – Seth Klarman

Johnny HopkinsResearch, Resources, Seth Klarman1 Comment

(Image Credit, advisoranalyst.com) One of the best books on investing is Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor, by Seth Klarman. According to Forbes: Investing legend Seth Klarman runs Boston-based firm Baupost. With $27 billion under management, Baupost is one of the largest hedge funds. It posted small … Read More

Lame and boring value stocks outperform ‘glamour’ stocks – Patrick O’Shaughnessy

Johnny HopkinsPatrick O’Shaughnessy, Research, ResourcesLeave a Comment

Another one of my favorite bloggers is Patrick O’Shaughnessy. Patrick is a CFA and portfolio manager at O’Shaughnessy Asset Management. He also has an awesome blog called The Investors Field Guide which is a must read for all investors. Last year he did an excellent piece on the comparative performance between value stocks … Read More

Does the current climate make markets vulnerable to a black swan event? – The Royce Funds

Johnny HopkinsResearch, Resources, The Royce FundsLeave a Comment

(Image Credit, www.mirror.co.uk) This month The Royce Funds Portfolio Manager, Charlie Dreifus discussed how the current climate of slow growth, high valuations, and interventionist monetary policy makes the markets potentially vulnerable to black swan events. Charlie Dreifus manages the firm’s Special Equity mutual funds that attempt to combine classic value … Read More

If contrarian strategies do so well, why doesn’t everyone use them? – David Dreman

Johnny HopkinsDavid Dreman, Research, ResourcesLeave a Comment

(Image credit – authors.simonandschuster.co.uk) I was recently re-reading one of my favorite investment books by David Dreman, Contrarian Investment Strategies – The Next Generation. David Dreman is the founder and Chairman of Dreman Value Management. He’s published many scholarly articles and has written four books. Dreman also writes a column for Forbes … Read More

What can Pokémon Go teach us about irrational investing?

Johnny HopkinsResearchLeave a Comment

(Image Credit: www.pokemon.com) A lot has been written about the irrationality of investors. To help them out, they can head over to the SEC website and read the nine investing behaviors that can undermine investment performance. The article’s titled, Investor Bulletin: Behavioral Patterns of U.S. Investors. “The Library of Congress report … Read More

Contemporary Investing Gurus – Ray Dalio (Video + Research Paper)

Johnny HopkinsRay Dalio, Research, Resources3 Comments

(Image Credit: www.forbes.com) Recently I started an investing video series called, Contemporary Investing Gurus. Over the years I’ve spent loads of time reading articles, watching videos and listening to podcasts from some of the best investing minds in the world. Names like Joel Greenblatt, Mohnish Pabrai, Warren Buffett, Charlie Munger, Meb Faber, and Guy Spier, just … Read More

Let’s Get Ready to Rumble – The Acquirer’s Multiple vs The Magic Formula

Johnny HopkinsResearch, Resources, Stock Screener2 Comments

(Image Credit: www.youtube.com) Like two heavyweight boxing champions, there’s been loads of tests and comparisons made between heavyweight stock screeners, The Acquirer’s Multiple (the method provided by the screens here) and The Magic Formula (which of course was developed by Joel Greenblatt). Here is one such article published by Lukas Neely, a … Read More

Minimizing Your Downside Risk – Ty Cobb Batted .367 Cos He Got On Base!

Johnny HopkinsJoel Greenblatt, Research, Resources, Study3 Comments

(Image Credit: http://www.outsidepitchmlb.com/) Like baseball, investing is more about safe hits that’ll get you on base rather than hitting home runs. The importance of calculating down-side risk rather than upside gains is one of the most overlooked concepts in stock market investing. Of course Warren Buffett is often quoted as saying, “Rule … Read More

Institutional Investors Are Delusional – Meb Faber (Hilarious)

Johnny HopkinsMeb Faber, Research, ResourcesLeave a Comment

(Image Credit: mebfaber.com) One of my favorite bloggers is Meb Faber @ mebfaber.com. Meb recently wrote an article called Institutional Investors Are Delusional, where he commented on a recent survey of 400+ real money institutional respondents asked to estimate the net returns they will receive from their hedge funds. The results astounded Meb and they … Read More