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Burgundy: 2020 In Review Using Knowledge, Quality And Scarcity Knowledge
Using the three pillars of knowledge, quality and scarcity, Richard Rooney reflects on the lessons that can be gleaned from an unprecedented year, and how Burgundy will position itself for the year
Founders & Management Alignment
If you’ve ever founded your own business, you’ll know how important they become to you. For many business owners, their companies become like one of their own children; they nurture and guide them
Gabriel Grego, Police Investigator Among Short Sellers [In-Depth Profile]
Gabriel Grego, an acclaimed investigative analyst from Quintessential Capital Management, has claimed another victory for short-sellers around the world. This time around, it was a rather
Shree Viswanathan: The Ingredient To Growth In Intrinsic Value
Hidden Value Stocks issue for the fourth quarter ended December 31, 2020, featuring an interview with Shreekkanth “Shree” Viswanathan, CFA, CPA, the President and Portfolio Manager of SVN Capital
GreenWood Investors: Merging Management & Ownership
GreenWood Investors’ interview with Sir Martin Sorrell of S4 Capital, titled, “Merging Management & Ownership.”
Get The Full Ray Dalio Series in PDF
Get the entire 10-part series on Ray
Technical & Fundamental Factors Warrant a Closer Look at these Top Stocks for January
Source: StockCharts AAPL Apple Inc
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Should Trigger Warnings Be Attached to Discussions of Irrational Exuberance?
I was watching the Netflix series “The Crown” the other day and the episode that I was watching began with a trigger warning — the episode showed Princess Di struggling with her bulimia problem
Howard Marks January 2021 Memo: Something of Value
Howard Marks memo to Oaktree clients for the month of January 2021, titled, “Something of Value.”
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HVS 4Q20: Hayden Capital’s Investment In Afterpay
Hidden Value Stocks issue for the fourth quarter ended December 31, 2020, featuring interviews an update from Fred Liu and Hayden Capital on their investment in Afterpay and interviews with
Value And Growth Are Attached At The Hip
There seem to be to schools of thought when it comes to investing. One is the so-called value investors community, where folks look at low P/E ratios, high dividend yields, low price to book or
Symmetry Invest A/S 2H20 Letter: WANdisco
Symmetry Invest A/S letter for the second half ended December 2020, discussing WANdisco.
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Saber Capital: End of Mean Reversion?
Aaron Edelheit of Mindset Capital wrote a post about a talk he had with my friend and fellow investor Fred Liu. One of the concepts discussed was the Power Law Distribution. Applied to the market
5 Investing Insights From Charlie Munger (2020)
Charlie Munger is an amazing investor and Warren Buffett’s partner at Berkshire Hathaway. He recently gave an interview to CalTech alumni that has a lot to teach us about investing. There were many
Did The Basics Of How Stock Investing Works Change In 1996?
Robert Shiller recently wrote an article arguing that today’s CAPE level isn’t as “absurd” as it seems because interest rates are so low. I don’t buy the argument. Today’s CAPE level is in the same
How Mental Accounting Affects Our Money Decisions
Happy New Year! If the memes on social media were any indication, most people were glad to see the end of 2020. According to People Magazine, a survey conducted by OnePoll found that 47 percent of
Warren Buffett’s Equity Bond Method Explained
One of my favorite investing books of all time is Buffettology, by Mary Buffett and David Clark. In the book, the authors do an excellent job of explaining Warren Buffett’s quality investing style
Tesla In The Masai Mara; Nomad Partnership Letters
Whitney Tilson’s email to investors discussing Nomad Partnership letters; Bill Ackman has had another blockbuster year; the exodus from New York and California; Tony Hsieh’s American tragedy; Tesla
Charlie Munger Interview And Birthday
Whitney Tilson’s email to investors discussing Charlie Munger interview and birthday.
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Solid Tips for Trading Stocks on the Stock Market
While entrepreneurs and many consumers might not have had the best year in 2020 due to the COVID-19 pandemic, the stock market is still as powerful as ever for creating long term wealth.
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Rising Interest Rates Could Lock in Irrational Depression at the Worst Time for Doing So
I wrote last week about an article recently published by Robert Shiller in which he observes that: “In traditional financial theory, interest rates are a key component of valuation models. When
What Is Time Value of Money?
What Is Time Value of Money? was originally published here.
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Amazon.com, Inc. vs. Walmart Inc: Ultimate Grocery Delivery Smackdown
DryShips Inc. (DRYS) Announces Certain Updates
Price Analysis: Bitcoin, Ripple, Ethereum, Litecoin, Stellar, Cardano


