Investors Should Beware When Cloning 13F’s

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Investors Should Beware When Cloning 13F’s. Here’s an excerpt from the episode: Jake: First little nugget that we can take and maybe extrapolate back to our world of investing is that I think you have … Read More

How Does Seth Klarman Implement His Value Investing Strategy Differently To Many Other Value Investors

Johnny HopkinsInvesting Strategy, Seth KlarmanLeave a Comment

Last week @NeckarValue tweeted a link to a great interview with Seth Klarman at Barron’s titled – “Value Hunter in a Sky-High Market”. The article provided a number of great value investing insights by Klarman and how he implements his value investing strategy differently to a lot of other value investors. Here’s … Read More

The Long Term Problem With Growth Stocks

Johnny HopkinsValue Investing NewsLeave a Comment

There’s always lots of discussion about the performance of growth stocks versus value stocks. With this in mind here’s a great article at The Globe and Mail by George Athanassakos, a professor of finance and the Ben Graham Chair in Value Investing at the Richard Ivey School of Business, University … Read More

Johnny’s TAM Portfolio Up 10.68%

Johnny HopkinsStock Screener1 Comment

stock screener

Here’s an update on my Acquirer’s Multiple (TAM) Live Portfolio. As you can see below, my TAM Portfolio is up 10.68% since inception. Largest gains to date have come from Global Sources Ltd. (Bermuda) (NASDAQ:GSOL) up 142%, Fiat Chrysler Automobiles NV (NYSE:FCAU) up 134%, and FreightCar America, Inc (NASDAQ:RAIL) up 82%. Biggest … Read More