Concentrated Investing – The Successful One Stock Portfolio

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During his recent interview with Tobias, Daniel Grioli, the Managing Partner at Guisgard Capital, demonstrates how very concentrated portfolios can be successful, using a real-life example. Here’s an excerpt from the interview: Tobias Carlisle: So, when you’re looking for the value managers, you’re looking for that more traditional Buffet style with … Read More

The Single Best Metric In Investing Is…

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During his recent interview with Tobias, Eddy Elfenbein, who owns the popular investing blog Crossing Wall Street Blog, discusses the most important metrics that investors should consider when determining what a business is worth. Here’s an excerpt from the interview: Tobias Carlisle: One of the more popular posts on your … Read More

Great Value Investors Have A Willingness To Look Stupid

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During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how great value investors have a willingness to look stupid. Here’s an excerpt from the interview: Tobias Carlisle: It’s been a very rough five years for valuations just because it’s been such a long cycle where value … Read More