Bill Nygren: The Key To Long Term Value Investing

Johnny HopkinsStock ScreenerLeave a Comment

During this interview with Stephen Clapham – Bill Nygren reflects on 40 years of value investing, emphasizing the importance of not only analyzing companies’ balance sheets but also the quality of their management. He explains that early in his career, he learned to focus on undervalued companies with strong leadership … Read More

Richard Pzena: Great Companies Rarely Come Cheap

Johnny HopkinsStock ScreenerLeave a Comment

In this interview with Value Investor Insight, Richard Pzena explains that the companies he invests in are often viewed negatively, which is why they’re cheap. Critics frequently point out the numerous problems with these companies, but Pzena invests when he believes the factors causing their low prices are temporary. He … Read More

Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months

Johnny HopkinsStock ScreenerLeave a Comment

Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Walgreens Boots Alliance (WBA) -56.70% Albemarle (ALB) -50.31% Intel (INTC) -41.97% Estee Lauder Companies (EL) -41.80% APA (APA) -39.46% … Read More

Howard Marks: How to Identify Skilled Investors

Johnny HopkinsStock ScreenerLeave a Comment

In Part 1 of his series – How To Think About Risk, Howard Marks discusses the importance of understanding risk in investing, highlighting that returns alone do not reflect an investor’s skill. He compares various types of managers, from those who merely track market performance to those who show either … Read More

Stanley Druckenmiller: Concentrated Bets Beat Diversification

Johnny HopkinsStanley Druckenmiller, Stock ScreenerLeave a Comment

During his talk at the Lost Tree Club, Stanley Druckenmiller discusses his unique risk management approach, shaped by both luck and experience. He challenges traditional diversification, stating that the best way to achieve superior long-term returns is by being a “pig” — someone who makes concentrated, high-conviction bets. He cites … Read More

Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months

Johnny HopkinsStock ScreenerLeave a Comment

Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Walgreens Boots Alliance (WBA) -58.96% Albemarle (ALB) -57.49% Paycom Soft (PAYC) -44.80% Intel (INTC) -44.13% Estee Lauder Companies (EL) … Read More