On The Hunt For No-Brainers | Value Investing Podcast And Blog
A couple of years ago I found a new Superinvestor that I decided to follow and potentially clone. His name is David Abrams. I think I saw he was a 10% owner in some company I was looking at and then I …
Continue Reading about I Figured Out What’s Going On With Change Healthcare →
I don't like stock screeners. My preferred method of finding breakout stock ideas is to screen everything manually by flipping through every stock that exist, starting with the A's. Of course this is …
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To some of us, value investing sounds so simple. As Warren Buffett has pointed out, this doesn't happen to everyone, but for some of us, as soon as we first hear about value investing, something …
Continue Reading about 10 Ways To Become A Better Value Investor →
Turns out Charlie Munger has one more huge investment that we didn't know about, a stake in a $1.2 billion California apartment business. Bloomberg writes about Charlies investment, and the story also …
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Mohnish Pabrai has taught us that one of our job as investors is to reject ideas as quickly as possible. You do that by asking yourself if the business in front of you is in your circle of competence, …
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Every day I remind myself to be a shameless cloner. I do this when I walk by the 10 commandments of investment management, which hang on my office wall. But I failed to accomplish this last year. …
Continue Reading about I am finally ready to be a shameless cloner. →
