David Abrams – Top 10 Holdings – Latest 13F

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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

The Importance of Dry Powder for Investors

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During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and special guest Zach Abraham discussed The Importance of Dry Powder for Investors. Here’s an excerpt from the episode: Jake: Yeah. I’ve heard you guys have a lot of conversations about this one, especially when it went down. … Read More