Videos of Great Investors
- What Some Investors Overlook in Europe - Daniel Gladiš
- Massimo Fuggetta on the Bayes Theorem in Investing
- Far from Easy: Developing an Edge - Brad Hathaway
- Gianluca Ferrari: Italian Fashion Brands: Stay Away?
- German Preference vs. Ordinary Shares: A Case Study of Henkel - Chris Rossbach
- The Background of a Value Investor in New Zealand - Christopher Swasbrook
- Lessons from the Story of Ivar Kreuger - David Marcus of Evermore Global Advisors
- The Mindset of a Deep Value Investor - Jeroen Bos of Church House
- What's to Like in Japan Despite the Negatives, with Dominic Fisher of Thistledown
- Guy Spier on The Manual of Ideas Community (commercial break, sorry!)
- Stick to the Mission - Howard Marks of Oaktree Capital Management
- Case Study in Opportunism: General Motors - Daniel Gladiš of Vltava Fund
- Datalogic Case Study: Look for Market Share Gains - Massimo Fuggetta
- Howard Marks on the Most Dangerous Thing to Neglect as an Investor
- Looking Back to Fall 2014: Robert Leitz on Perion Network (Nasdaq: PERI)
- The Greatness of Simplicity - Brad Hathaway
- German Preference vs. Ordinary Shares - Chris Rossbach
- Case Study: David Marcus on Vivendi
- Chris Swasbrook on His Background as a Value Investor
- Look at the Worst-Performing Stock Market - Jeroen Bos
- Case Study: NHN Naver Special Situation Thesis - Roshan Padamadan
- Howard Marks on the Importance of Realistic Investor Expectations
- The Danger of Reaching for Yield - Dominic Fisher
- What to Do When There's Little to Do - Daniel Gladiš
- Made in Italy: Datalogic and La Doria - Massimo Fuggetta
- Looking Back: Robert Leitz on Chinese Infrastructure Investments
- How to Build an Investment Thesis - Brad Hathaway
- Case Study: Swatch - Christopher Rossbach of J Stern & Co
- How to Build a Relationship with Management - David Marcus
- Past Case Study by Chris Swasbrook of Elevation Capital
- The Genesis of My Book on Value Investing - Jeroen Bos
- Global Investing: Center of Gravity Shifting to Asia - Roshan Padamadan of Luminance Global Fund
- Learning from Investment Mistakes, with Dominic Fisher of Thistledown Investment Management
- A Three-Level Approach to Portfolio Management - Daniel Gladiš of Vltava Fund
- Massimo Fuggetta of Bayes Investments
- The Difference Between Investment Success and Failure - Chris Pavese
- Information-Seeking vs. Decision-Making - Josh Kennedy
- The Capacity to Suffer Doesn't Mean You're Supposed to Suffer - Tom Russo
- Lessons Learned from Englander, Soros, Druckenmiller et al. - Larry Chiarello
- How to Value Companies with Hidden Assets - Chris Crawford
- How to "Stumble Upon" Value Investment Ideas - Amit Wadhwaney
- Learning from Buffett's Railroad Investments - Christian Ryther of Curreen Capital
- From Picking Stocks to Picking Managers - David Shapiro of Towers Watson
- How to Use Social Media to Generate Investment Ideas, with Mircea Baldean of Intellivestor Capital
- Are European Equities Attractive Despite the Eurocrisis, with Jean-Marie Eveillard
- How the Upside-to-Downside Ratio Can Improve Your Process - Christian Ryther of Curreen Capital
- Jeff Annello on the Distinction Between Investing and Speculating
- The Enigma and Evolution of Consumer Brands - Tom Russo of Gardner Russo & Gardner
- Ken Shubin Stein of Spencer Capital on Innate and Acquired Cognitive Biases in Investing
- How to Write a Book - Tips for Writers by Guy Spier, The Education of a Value Investor
- Paul Lountzis on the Process of Wide-Moat Investing
- The Benefits of Expanding Your Investment Horizon - Stephen Yacktman
- Robert Morgenthau on The Manual of Ideas
- How to Assess Company Management, with Jeff Meyers of Cobia Capital
- Brett Reiss on How Value Investing Has Changed (and What Remains the Same)
- One of My Favorite Mental Models, with Josh Brooks of Granite House Capital Management
- Great Management Is Not a Moat - Pat Dorsey of Dorsey Asset Management
- Jon Heller of KEJ Financial on the Single Biggest Mistake Investors Make
- Moat vs. Margin of Safety - Massimo Fuggetta of Bayes Fund
- How Harley-Davidson Stumbled - Tom Russo of Gardner Russo & Gardner
- Case Study: Investing in Japan, with Guy Spier
- Commercial Break: Guy Spier on The Manual of Ideas
- Eric DeLamarter on His Favorite Sources of Investment Opportunity
- Case Study: Guy Spier Frames Potential Opportunity in Midwestern Refiners
- Look for Severe Mispricings - Michael McCloskey
- How to Find the Right Net Net Investments - Jonathan Heller
- Why Most Investors Dislike Net Nets (and Why You Shouldn't) - Juan Matienzo
- Where Investment Edge Comes From - Josh Brooks
- Why Investing Is Like Betting at the Race Track - Nelson Obus of Wynnefield Capital
- Perspectives on Compounding, with Arik Ahitov of First Pacific Advisors
- Chuck De Lardemelle on Lessons Learned from Warren Buffett's Purchase of Burlington Northern
- Quantitative Value Investor Alon Bochman on Which Market Anomalies He Favors Most
- Which Foreign Companies Are Building Value in India - Tata Capital's Praveen Kadle
- Simon Caufield on the Genius of Warren Buffett
- Case Study: A New SPAC Concept (November 2013) - Eric Rosenfeld
- The Biggest Mistake Investors Make With Options - Doug Famigletti
- What It Means to Be a Focused Investor - David Rolfe
- What Attracted Us to Thai Equities - Robert Robotti
- Disruption Is the Enemy of Value - Todd Sullivan of Rand Strategic Partners
- The Biggest Mistake Investors Make - Christopher Karlin
- Case Study: Why AIG Became Attractive Again (2012) - Dave Sather
- What Made Me Invest in Starbucks - Steve Leonard
- Adrian Saville on the Structural Advantages of the South African Equity Market
- The Benefits of Expanding Your Investment Horizon - Stephen Yacktman
- Uncovering Wide-Moat Opportunities in Asia - Koon Boon Kee
- The Value of Field-Based Research - Paul Lountzis
- Top Concerns with Spinoffs - Christian Ryther
- How to Appraise an Investment Opportunity - Elliot Turner
- Do U.S. Retail Concepts Translate Abroad - Stephen Dodson
- Red Flags: Look for These Signs of Trouble - Robert Deaton
- M&A Arbitrage Process and Returns - Jeffrey Stacey
- The Significance of Change-in-Control Provisions - Ben Claremon
- Great Management Is Not a Moat - Pat Dorsey
- Managing a Watch List of Potential Opportunities - John Heldman
- Good Compensation Structures: Alleghany, PMC-Sierra - Ben Claremon
- Case Study: Joy Global and China - Robert Robotti
- Commercial Break: Todd Sullivan on The Manual of Ideas
- Buy Price: The Only Thing You Can Control - Christopher Karlin
- The Downside of Investing in Luxury - Steve Leonard
- How to Benefit from Studying Warren Buffett - Dave Sather
- Why Investors Should Like "Lazy" Balance Sheets - Adrian Saville
- Favor the Long-Term Compounders - Koon Boon Kee
- A "Rocky Start" - Stephen Yacktman
- Do the "Post Mortem" BEFORE You Invest - Christian Ryther
- Warren Buffett's Focus on What's Knowable and Important - Paul Lountzis
- Elliot Turner on the Lessons Learned from Netflix $NFLX
- Underappreciated Capital Allocators in Retail: Ross and TJX - Stephen Dodson
- Looking Back: Robert Deaton's Thesis on Blackhawk Network
- The Role of M&A Arbitrage in the Overall Portfolio - Jeffrey Stacey
- Quality Investing Requires Patience and Long-Term Mindset - Henrik Andersson
- Matt McNamara on John Malone and the True Incentives Behind Great Value Creators
- Moat vs. Margin of Safety - Massimo Fuggetta of Bayes Fund
- How to Find Value in Bankruptcy Exits, with Christian Ryther of Curreen Capital
- The Single Biggest Mistake Smart Investors Make - Glenn Surowiec of Alsin Capital
- Valuation Is Everything - Simon Caufield, Managing Director of SIM Limited
- How to Evolve into a Better Investor, with David Steinberg of DLS Capital Management
- Paul Lountzis on How to Improve Your Investment Research and Decision Making
- Chris Crawford on How to Stay Disciplined in Investing
- UK Superinvestor Richard Oldfield on His European Investments
- Global Brand Investing: Brown-Forman vs. Remy - Tom Russo
- Reading Recommendations for Investors - Michael Shaoul
- How to Critique Your Investment Theses - Josh Tarasoff
- Using 13Fs to Generate Investment Ideas, with Rehmann Rayani of Differential Capital Management
- The Importance of Self-Assessment - Howard Marks of Oaktree
- Don Yacktman: Lifelong Learning Through Audio Books
- Superinvestor Tom Russo on Portfolio Management and His Favorite Valuation Metric
- Lauren Templeton on How to Retain Conviction When the Market Goes Against You
- Guy Spier Loves These Businesses
- The Manual of Ideas on Business Leader Henry Singleton, Founder of Teledyne
- Aquamarine Library Tour with Guy Spier
- Deep Value vs. GARP Investing - Nelson Obus of Wynnefield Capital Management
- Two Things Small-Cap Investors Need to Know - Nelson Obus of Wynnefield Capital Management
- Why Investing Is Like Betting at the Race Track - Nelson Obus of Wynnefield Capital Management
- The Practical Challenges of a Small-Cap Investor - Nelson Obus of Wynnefield Capital Management
- The Drawback of Regulation of Small Caps - Nelson Obus of Wynnefield Capital Management
- Investing the Templeton Way, with Lauren Templeton and Scott Phillips
- Macro, Technical Analysis, and Value Investing - Isaac Schwartz
- Josh Kennedy on How the Search for More Information Can Turn Into a Double-Edged Sword for Investors
- An Approach to Long-Term Investing in Asia - Koon Boon Kee of The Moat Report Asia
- Why I Shun Chinese Banks - Max Hu of Tempus Capital
- Focus on What Objectively Matters - Seng Chong Yeo of Yeoman Capital Management
- The Genesis of a Value Investment Firm - Chan Lee and Albert Yong
- The Path of a Value Investor in Asia - Peter Kennan
- How to "Stumble Upon" Value Investment Ideas - Amit Wadhwaney
- What It Means to Be a Value Investor - Lauren Templeton and Scott Phillips
- How to Avoid Value Traps - Isaac Schwartz of Robotti & Company
- Josh Kennedy on Investment Decision Making
- Accounting Perception vs. Reality in Emerging Markets - Caglar Somek
- Case Study: Nexen Tire (Korea: 002350) - Chan Lee and Albert Yong
- An Example of a Compounder in Asia - KB Kee, The Moat Report Asia
- How to Use an Investment Checklist - Pope Brar
- Case Study: Time Watch Investments - James Choa
- The Changing Mindset of Asian Family Offices - Peter Kennan
- The Advantage of Investing Locally - Max Hu
- Currency Mismatches: An Example - Benjamin Koh of Lighthouse Advisors
- Portfolio Management Without "Conviction" - Seng Chong Yeo
- How to Tell If an Emerging Market Is Attractive - Isaac Schwartz
- When Information-Seeking Gets in the Way of Decision-Making - Josh Kennedy
- Is Zimbabwe Investable? Caglar Somek of Caravel Management
- Jean-Marie Eveillard's Take on European Equities
- Why Asian Markets Are Not Efficient - Chan Lee and Albert Yong
- How to Find Emerging Tycoons - KB Kee, The Moat Report Asia
- The Four Sections of an Investment Checklist, with Pope Brar of Brar Investment Fund
- How to Think About the NAV of Cheung Kong Holdings - James Choa
- Asia Requires "Soft" Activism - Peter Kennan
- The Dangers of Investing from Abroad - Chan Lee and Albert Yong
- Accounting Nuances and Pitfalls - Koon Boon Kee of The Moat Report Asia
- The Risk Section of an Investment Checklist - Pope Brar
- The Characteristics of Asian Compounders - James Choa
- Case Study: NHN Naver Special Situation Thesis - Roshan Padamadan
- Still Early Days for Intra-Asian Investment Flows - Peter Kennan
- Why I Shun Chinese Banks - Max Hu
- Borrowing in Foreign Currency May Actually Be Prudent - Benjamin Koh
- Ori Eyal on His Career Path as a Global Value Investor
- Equal-Weighted Portfolios Avoid Recency Bias - Seng Chong Yeo
- The Investment Case for Kazakhstan - Isaac Schwartz
- Get the Information You Need, and No More - Joshua Kennedy
- Global Investing: Build a Network on the Ground - Caglar Somek
- Jean-Marie Eveillard on What Ails Japan, Why Attractive Investment Opportunities Still Exist
- How to Approach Value Investing in Korea - Chan Lee and Albert Yong
- Beware of Asset Tunneling by Insiders - Koon Boon Kee of The Moat Report Asia
- Get Your Ego in Check - Pope Brar
- Invest at Same Level as Controlling Shareholder - James Choa
- Global Investing: Center of Gravity Shifting to Asia - Roshan Padamadan
- Asian Imperative: Know Thy Controlling Shareholder - Peter Kennan
- Pine Cliff Energy (PNE CN): Acquiring Assets on the Cheap - Raphaël Moreau
- Jeff Auxier on How to Look for "Double-Plays" and Avoid "Torpedoes" in Investing
- Be Skeptical, Understand Your Weaknesses - Eric DeLamarter
- Match Your Portfolio (Assets) to Your Capital (Liabilities) - Philip Ordway
- The Single Biggest Mistake Smart Investors Make - Glenn Surowiec of Alsin Capital
- The Internet as Your Personal Research Library - Stephen Yacktman
- Howard Marks of Oaktree on the Criteria for Long-Term Success in Investing
- Investing in Australia Case Study: Vealls (ASX: VELCP) - Chris Swasbrook
- Italian Public Companies: What to Look Out For - Gianluca Ferrari
- Freight Forwarding: The Importance of Geographic Coverage - Anuj Didwania
- The Challenge of Raising Capital When Bargains Abound - Alexander Tsukernik
- How to Overcome Fear in Investing - Paul Lountzis
- Data is Useless Without the Proper Context - Keith Weissman
- Stay Flexible and Open-Minded to Generate Ideas - Christian Olesen
- Sebastien Lemonnier: Control Your Emotions, Profit from Cyclicals
- Chris Crawford on When Hedging Makes Sense in a Sum-of-the-Parts Situation
- James Roumell: Value a Business Completely Independent of the Market
- Q for Don Fitzgerald: What Types of Mispricings Do You Focus On?
- Why Christian Ryther Looks at More Than Just the Gap Between Price and Value
- Q for Sahm Adrangi: Do You Ever Go Long U.S.-listed Chinese Companies?
- Howard Marks on Specialists vs. Generalists
- A Fishing Analogy for Successful Investing - Eric DeLamarter of Half Moon Capital
- Being a Generalist vs. Specialist - Christian Olesen of Olesen Value Fund
- How the Upside-to-Downside Ratio Can Improve Your Process - Christian Ryther of Curreen Capital
- What Investors Can Learn from the Fixed Asset Turnover Ratio - Keith Weissman of Sibilla Capital
- How to Think About Pricing Power - Stephen Yacktman of Yacktman Asset Management
- Lessons Learned from Ivar Kreuger - David Marcus of Evermore Global Advisors
- The Importance of Self-Assessment - Howard Marks of Oaktree Capital Management
- How to Build a Relationship with Management - Paul Lountzis of Lountzis Asset Management
- Why Spinoffs Remain Attractive Hunting Grounds - Christian Ryther of Curreen Capital
- How to Compare Stable vs. Unstable Cash Flows - Stephen Yacktman of Yacktman Asset Management
- My Dream - Arnold Van Den Berg of Century Management
- Deep Value Investing: Meaning and Examples - James Roumell of Roumell Asset Management
- A Caveat for Technology Investors - Don Yacktman of Yacktman Asset Management
- Why Investors Should Avoid "Toehold" Positions - Christian Olesen of Olesen Value Fund
- Buying the Asset vs. Buying the Cash Flows - Stephen Yacktman of Yacktman Asset Management
- The Value of Loss - Jim Roumell of Roumell Asset Management
- Learning from Buffett's Railroad Investments - Christian Ryther of Curreen Capital
- Howard Marks on the Different Approaches to the Business of Investing
- How Geeks Can Improve Your Investment Process - Fang Li of Baleen Capital
- Gaining an Edge through Flexibility - Stephen Yacktman of Yacktman Asset Management
- Price Is the Ultimate Gateway to Returns - Jim Roumell of Roumell Asset Management
- Which Business Strategy to Avoid in Metals and Mining - Alexander Tsukernik of Syntella Partners
- When Your Thesis Changes: The Case of Caverion (Germany: C7O) - Christian Ryther of Curreen Capital
- Finding Clues in Financial Ratios: An Example - Keith Weissman of Sibilla Capital
- The Importance of Experience - Howard Marks of Oaktree Capital Management
- Thoughts on Leadership and Management - Paul Lountzis of Lountzis Asset Management
- How Industry Focus Can Widen the Moat of a Freight Forwarding Business - Anuj Didwania of Redart
- Thoughts on Investment Decision Making - Philip Ordway of Anabatic Fund
- How to Make Money in Mining Equities - Alexander Tsukernik of Syntella Partners
- What to Do When Valuations Are High - Stephen Yacktman of Yacktman Asset Management
- Thank You - Paul Lountzis of Lountzis Asset Management
- Chris Crawford on What to Look for in Sum-of-the-Parts Investment Opportunities
- Jim Roumell on Lessons Learned in Deep Value Investing
- How to Know if Buybacks Will Work - Todd Sullivan of Rand Strategic Partners
- Stick to the Mission - Howard Marks of Oaktree Capital Management
- Where Activist Investing Can Go Wrong - Larry Sarbit of Sarbit Advisory Services
- Learning from Paul Cabot's Investment Approach - Michael Yogg, Author of Passion for Reality
- Where Does Money Come From - Patrick Barry of Barry Investment Advisors
- Generating Investment Ideas in France - Sébastien Lemonnier of Mansartis
- Peter Cundill's Thought Process on When to Sell - Tim McElvaine of McElvaine Investment Management
- German Preference vs. Ordinary Shares: A Case Study of Henkel - Chris Rossbach of J. Stern & Co.
- How to Engage with Management at European Companies - Frank Fischer of Shareholder Value Management
- The Opportunity in Italian Small-Cap Compounders - Massimo Fuggetta of Bayes Investments
- The Value of Extreme Situations - François Badelon of Amiral Gestion
- What Can Derail a Brand Like Apple - Tom Russo of Gardner Russo & Gardner
- A Source of Inefficiency Across Market Capitalizations - François Badelon of Amiral Gestion
- A Necessary Step for Investing in Italy - Massimo Fuggetta of Bayes Investments
- German Preference vs. Ordinary Shares - Chris Rossbach of J. Stern & Co.
- German Mittelstand's Passion to Perform - Frank Fischer of Shareholder Value Management
- How to Think About Brands - Tom Russo of Gardner Russo & Gardner
- The Hard Truth About Great Businesses - Daniel Gladiš of Vltava Fund
- Great Capital Allocators in Sweden - Henrik Andersson of Didner & Gerge
- A Misconception About Activism - Florian Schuhbauer of Active Ownership Fund
- Reduce the Number of Decisions - Guy Spier of Aquamarine Capital Management
- Global Brand Investing: Brown-Forman vs. Remy Cointreau - Tom Russo of Gardner Russo & Gardner
- Buy on Assets, Sell on Earnings - Jeroen Bos of Church House Investment Management
- What's Surprising About Activism in Europe - Florian Schuhbauer of Active Ownership Fund
- A Three-Level Approach to Portfolio Management - Daniel Gladiš of Vltava Fund
- Moat vs. Margin of Safety - Massimo Fuggetta of Bayes Fund
- The Enigma and Evolution of Consumer Brands - Tom Russo of Gardner Russo & Gardner
- The Mindset of a Deep Value Investor - Jeroen Bos of Church House Investment Management
- Learning from Cevian Capital's Evolution - Florian Schuhbauer of Active Ownership Fund
- The Investor's Dilemma - Daniel Gladiš of Vltava Fund
- Activism in the U.S. vs. Germany - Florian Schuhbauer of Active Ownership Fund
- Guy Spier on The Education of a Value Investor
- How to Falsify an Investment Hypothesis, with Massimo Fuggetta of Bayes Fund
- Deep Value Investing: A Behind the Book Exclusive with Author Jeroen Bos (excerpt)
- Generating Ideas: Screening vs Serendipitous Methods, with Henrik Andersson of Didner & Gerge
- Value Investing in France, with Sébastien Lemonnier of Mansartis
- Larry Sarbit on Activist Investing
- My Favorite Market Temperature Indicators, with Ray Carroll of Breton Hill Capital
- Legal Risk as a Stock Price Catalyst, with Todd Sullivan of Rand Strategic Partners
- Investing Versus Speculating, with Josh Brooks of Granite House Capital Management
- Disruption Is the Enemy of Value, with Todd Sullivan of Rand Strategic Partners
- Look for Severe Mispricings, with Michael McCloskey of GreensKeeper Asset Management
- Using 13Fs to Generate Investment Ideas, with Rehmann Rayani of Differential Capital Management
- How to Use Social Media to Generate Investment Ideas, with Mircea Baldean of Intellivestor Capital
- How Writing Can Make You a Better Investor, with Michael Shaoul of Marketfield Asset Management
- One of My Favorite Mental Models, with Josh Brooks of Granite House Capital Management
- Howard Marks on Taking the High Road in Business and Investing
- How to Distance Oneself from the Market's Biases, with Christian Ryther of Curreen Capital
- How to Value Companies with Hidden Assets, with Christopher Crawford of Crawford Fund Management
- Lessons Learned from Ambac, MBIA and FGIC, with David Madigan of Breckinridge Capital Advisors
- Are You Married to Your Trade, with Michael Hanna of BulwarkBay Investment Group
- Byron Wien on Inflation
- Where Does Investment Edge Come From, with Josh Brooks of Granite House Capital Management
- Marty Whitman's Differentiated Approach to Value, with Matthew Fine of Third Avenue Funds
- Perspectives on Compounding, with Arik Ahitov of First Pacific Advisors
- How to Develop Your Best Investment Ideas, with Josh Brooks of Granite House Capital Management
- Howard Marks: A Formula Is Different from an Approach
- Look Out for Inflection Points, with Robert Deaton of Fat Pitch Capital
- How to Approach Values Hiding in Plain Sight, with Christopher Crawford of Crawford Fund Management
- The Biggest Mistake Investors Make When Using Options, with Doug Famigletti of Griffin Asset Management
- How to Find Value in Bankruptcy Exits, with Christian Ryther of Curreen Capital
- Investment Decision Making Under Uncertainty, with Paul Lountzis of Lountzis Asset Management
- Insights on Earnings Quality, with Emmanuel Ferreira of Convector Capital Management
- Why Most Investors Dislike Net Nets (and Why You Shouldn't), with Juan Matienzo of Mercor Investment Group
- Forecasting and the Federal Reserve, with Michael Aronstein of Marketfield Asset Management
- Fit Your Opportunity Set to Your Investment Edge, with Alon Bochman of Stepwise Capital
- How Idiosyncratic Are Your Investments Really, with Michael Kao of Akanthos Capital Management
- Paul Lountzis on Assessing Management: The CapCities Example
- The Mindset of a Special Situations Investor, with Dov Gertzulin of DG Capital
- What Investors Can Learn from George Washington, with Steven Fower of Pinnacle Capital Management
- Favorite Reading Recommendations, with Michael Shaoul of Marketfield Asset Management
- Tom Russo on How to Assess the Longevity Potential of a Consumer Brand
- Florian Schuhbauer on the Biggest Mistake Activist Investors Make in Europe
- How to Judge Whether an Emerging Market Is Attractive, with Isaac Schwartz of Robotti & Company
- Paul Lountzis on Why Management Matters More Than Ever in Certain Industries
- What's Paramount When Assessing Equity Stubs, with Peter Lupoff of Tiburon Capital Management
- Bob Robotti on Finding Great Capital Allocators in China Versus Elsewhere in Asia
- What Can Make the Biggest Difference Between Investment Success and Failure, with Chris Pavese of Broyhill Asset Management
- David Steinberg on the Tactics of Deep Value Investing
- What It Means to Be a Focused Investor, with David Rolfe of Wedgewood Partners
- How to Think About the Different Types of Investment Mistakes, with Chris Karlin of Aquitania Capital Management
- Words of Wisdom and Advice, with Arnold van den Berg of Century Management
- Bob Robotti on the Surprising Insight from a Recent Visit to China
- How to Assess Management at Indian Companies, with Soumil Zaveri of DMZ Partners
- Dave Rolfe on How to Avoid Mistakes in Focused Investing
- How to Evolve into a Better Investor, with David Steinberg of DLS Capital Management
- John Burbank on the Source of the Biggest Mispricings
- David Steinberg on Deep Value Investing
- Chris Pavese on the Importance of Flexibility in Investing
- Don't Be Fooled by a Company's Growth Projects, with Chris Karlin of Aquitania Capital Management
- David Rolfe on How Institutional Imperatives Create Investment Opportunities
- Don't Confuse GDP Growth with Good Investment Returns, with Drew Edwards of Advisory Research
- The Pitfalls of Investing in Single-Family Home Rental Companies, with Jan Brzeski of Arixa Capital
- Why Asian M&A Raises Even More Red Flags for Investors, with Bing Lin of Keywise Capital Management
- What a Plan B Looks Like in Distressed Investing, with Steve Persky of Dalton Investments
- Massimo Fuggetta on Avoiding the Prior Indifference Fallacy
- Why Behavior Beats Brains, with John Heldman of Triad Investment Management
- Learning from Investment Mistakes, with Olivier Combastet of Pergam
- How to Assess Consumer Brands Licensing, with Stephen Dodson of Bretton Capital Management
- Steve Leonard on the Circle of Competence Required for Investing in Apple, IBM and Amazon
- Jeremy Deal on the Dilemma of "Cheap" Companies, How to Improve as an Investor
- Phil Ordway on the Decision to Hold Cash
- John Heldman on the Elusive Concept of a Company's Culture
- Pat Dorsey on Wide-Moat Investing in the U.S. Versus International Markets
- Paul Lountzis on the Decision to Sell
- Can a Company's Moat Withstand Bad Management, with Pat Dorsey of Dorsey Asset Management
- Pat Dorsey: Don't Mistake Growth for Having a Moat
- Drew Edwards on How His Investment Approach to International Markets Has Evolved Over Time
- Lee Kronzon: Look for the Steak, Not the Sizzle
- Josh Izzard on How Investors Can Benefit from a Holistic Approach
- Eric Kuby on What to Avoid in Micro-Cap Investing
- Pat Dorsey on Why Not All Network Effects Are Created Equal
- Pat Dorsey on How Management Can Affect the Value of a Brand
- Paul Lountzis on the Process of Wide-Moat Investing
- Robert Deaton on the Value of Patience
- Investing Lesson from Omaha: Timothy Vick on Learning from Berkshire Hathaway Annual Meetings
- Templeton's Martin Cobb on Which Filters to Apply to Generate Superior Investment Ideas
- Don Yacktman on How Management Decisions Can Affect the Moat of a Business
- Paul Lountzis on the Margin of Safety
- Gene Fox on the Rationale for Using Discounted Cash Flow Valuation Despite Its Shortcomings
- Chris Crawford on the Merits of Various Hedging Strategies
- Paul Lountzis on Certainty in Investing, Buffett's Focus on the U.S.
- Keith Weissman on the Popular Delusions of "Knowing" a Product or Business
- Don Yacktman on the Sources of Moats, His Concern with Apple's Strategy
- Paul Lountzis on How to Improve Your Investment Research and Decision Making
- Worlds Apart: Frédéric Motte on Capitalism in the U.S. and France
- How to Take Emotions Out of Investing, with Rupal Bhansali of Ariel Investments
- The 80/20 Rule of Investing, with Frédéric Motte of Focus Asset Managers
- Mitch Williams on Two Misunderstood Areas of Opportunity
- Alex Tsukernik on the Key to Success in Metals and Mining Investing
- The Challenge of Investing in Companies Prone to Government Interference, with Brett Reiss of Janney Montgomery Scott
- Brett Reiss on How Value Investing Has Changed (and What Remains the Same)
- How to Assess Company Management, with Jeff Meyers of Cobia Capital
- Why Out of Favor Companies Can Be Good Investments, with Parsa Kiai of Steamboat Capital Partners
- Lee Kronzon on the Trade-Offs Inherent in Wide-Moat Investing
- How John Malone Creates Value Through Joint Ventures, with Kevin Byun of Denali Investors
- Gene Fox on the Three Key Criteria for Evaluating Management
- Bramshill Investments' Art DeGaetano on the Preferred Equity Market
- Don Yacktman on the Most Difficult Aspect of Assessing Company Management
- Mitch Williams on Underappreciated Managers of Industrial Companies
- Lessons Learned from Barrick Gold's Peter Munk, with Alex Tsukernik of Syntella Partners
- Tom Russo on Why Investors Should Celebrate Management's Capacity to Suffer
- Don Yacktman on the Wildcard in Investing
- Templeton's Martin Cobb on the Limits of Being Contrarian
- Don Yacktman on the Two Qualities of Great Leaders
- Paul Lountzis on Warren Buffett's Focus on What's Important and Knowable
- Warren Buffett's Inner Scorecard and Other Life Lessons, with Paul Lountzis of Lountzis Asset Management
- Gene Fox on How to Identify Potential Value Opportunities Beyond Screening
- Mitch Williams on the Search for Obscured Value
- Templeton's Martin Cobb on How to Improve as an Investor
- Gene Fox on Management's Use of Cash in a Low Return World
- Don Yacktman on When Investment Opportunities Present Themselves
- Chuck De Lardemelle on Lessons Learned from Warren Buffett's Purchase of Burlington Northern
- Crescendo Partners' Eric Rosenfeld on the Source of His Investment Ideas
- Third Avenue's Amit Wadhwaney on How to Think About Investment Opportunities
- Helmsley Trust's Josh Fenton on the Qualities He Looks for in Investment Managers
- Tom Russo on Estimation Errors at Amazon.com, Prospects for the Tobacco Industry
- Don Yacktman: You Got to Know When to Fold 'em
- Chuck De Lardemelle: An Investing Lesson from History
- Keith Weissman on the Obvious, Yet Neglected Aspects of Analyzing a Business
- The Capacity to Suffer Doesn't Mean You're Supposed to Suffer - Tom Russo of Gardner Russo & Gardner
- Tom Russo on Why Investors Should Not "China Cleanse" Their Portfolios
- Lee Kronzon on the Challenge of Finding Attractively-Priced Compounders
- Pope Brar on How to Use an Investment Checklist
- Caglar Somek on Accounting Perception and Reality in Emerging Markets
- Josh Kennedy on Investment Decision Making
- Parsa Kiai on the Value Investor's Toolkit
- Jeroen Bos on Why Deep Value Investing Works
- Steve Jacobs on How to Do a Post-Mortem Analysis on an Investment
- Investment Opportunities in Brazil - with Tiago Guitián Dos Reis of Set Investimentos
- Alon Bochman on Applying Greenblatt's Magic Formula Approach in Practice
- Eric Rosenfeld on the Five Ways Investor Activism Can Unlock Value
- Jeff Annello on the Distinction Between Investing and Speculating
- Matt McNamara on John Malone and the True Incentives Behind Great Value Creators
- Max Ansbacher on the Challenges of Covered Call Writing
- Greg Lesko on the Political Factor in Emerging Markets Investing
- Larry Chiarello on the Lessons Learned from Soros, Englander and Other Investment Greats
- George Koo on What Equity Investors Can Learn from Bond Investors
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- Why Doing Your Own Research Is Even More Valuable in Japan, with Laurent Halmos of Fourpoints Investment Managers
- The Crux of the Japanese Corporate Governance Problem, with Governance Thought Leader Nick Benes
- The Implications of Deflation for Japanese Companies, with Top Value Investor Alexander Kinmont
- Investing Legend Jean-Marie Eveillard on What Ails Japan, Why Attractive Investment Opportunities Still Exist
- How to Find the Right Investment Targets in Japan, with Veteran Japanese M&A Dealmaker Bruce Pomer
- Corporate Governance Expert Bruce Aronson on Governance Practices at Japanese Vs. U.S. Companies
- The Opportunity in Japanese Small Cap Stocks, with Noriyuki Morimoto of HC Asset Management
- Howard Smith of Indus Capital Advisors on How Cheap (Yet Still Neglected) Japanese Equities Are
- Amit Wadhwaney on Marty Whitman and Third Avenue's Approach to Investing
- Superinvestor Jean-Marie Eveillard on Investors' Single Biggest Mistake
- The Investment Opportunity in German Real Estate, with Roland Schmidt of Forte Capital
- German Value Investor Frank Fischer on His Idea Generation and Research Process
- What's an Investor to Do in the Face of Current Economic Policies, with Thorsten Polleit
- How to Profit from "Broken Markets" in Micro-Caps, with Value Investor and Academic Paul Sonkin
- Georg Krijgh on the Impact of Different Incentives at Carrefour (Paris: CA) and Tesco (London: TSCO)
- Swiss Value Investor Jean-Pascal Rolandez on What Investors Are Missing in Greece
- Value Investing Guru Max Otte Reviews Investment Opportunities in Italy and Spain
- Are European Equities Attractive Despite the Eurocrisis, with Jean-Marie Eveillard
- Superinvestor Tom Russo on How Investors Can Benefit from Europe Being a "Pass-Through Vehicle"
- UK Superinvestor Richard Oldfield on His European Investments
- Investing Legend Jean-Marie Eveillard on What's an Investor To Do in an Uncertain World
- Value Investing in Europe Vs. in the U.S., with Bestinver's Álvaro Guzmán de Lázaro Mateos
- German Value Investor Frank Fischer on Investment Opportunities in Germany
- Third Avenue's Amit Wadhwaney on the Evolving Opportunity Set in Europe
- European Value Investor Tom Stubbe Olsen on Which Investments to Avoid
- Superinvestor David Nierenberg on How He Generates Investment Ideas
- Value Advisory's Howard Rosencrans on Independent TV Affiliates, Highlights Sinclair $SBGI
- How to Analyze an Insurance Company, and More on Value Investing, with Amir Avitzur
- How to Obtain an "Edge" in Investing, with Brad Hathaway of Far View Capital
- Sahm Adrangi on the Parallels between Kerrisdale and Third Point
- Lauren Templeton on How to Retain Conviction When the Market Goes Against You
- Chris Swasbrook, Managing Director of Elevation Capital on His Background as an Investor
- Dave Sather on How Inflation Is Underreported and What to Do to Preserve Purchasing Power
- How to Benefit from Studying Warren Buffett, Dave Sather of Sather Financial
- The "Sustainability" Factor in Retail Vs. Technology, with Andre Bertolotti of Quotient Investors
- Lisa Rapuano on Why She Chose a Basket Approach to Investing in U.S. For-Profit Education
- Robert Robotti on "Commitment" Risk at a Typical Oil & Gas Driller
- Superinvestor Tom Russo on Portfolio Management and His Favorite Valuation Metric
- What It Means to Be a Value Investor, with Lauren Templeton and Scott Phillips
- The Risks of Investing in Single Family Homes, with The American Home CEO Aaron Edelheit
- The Challenges and Rewards of Reading Financial Statements, with Michelle Leder @footnoted
- How to Gain an Investment Edge When Using "Factor Models," with Quotient's Andre Bertolotti
- What Are the Biggest Mistakes Investors Make, with Karim Taleb of Robust Methods
- How Their Investment Approach Has Evolved, with David Nierenberg and Cara Jacobsen of D3
- David Nierenberg on His Path as an Investor
- When to Sell, Lisa Rapuano of Lane Five
- Why Investors Should Care More About Business Cycles, Simon Caufield of SIM Limited
- What Makes a Successful Investment Firm, Lisa Rapuano of Lane Five
- Jon Heller of KEJ Financial on the Single Biggest Mistake Investors Make
- Why U.S. For-Profit Education Stocks Are Attractive, Lisa Rapuano of Lane Five
- Robert Hagstrom Talks About His Passion for Writing, Previews His Upcoming Book
- What Investors May Be Overlooking in Russia, with Dmitry Alimov of Frontier Ventures
- Lauren Templeton on the Origins of John Templeton's Global Investing Approach
- What "Abnormally Low" Rates Imply for Equity Investors, Robert Hagstrom of Legg Mason
- Lauren Templeton on How to Capitalize on the Rise of the Emerging Markets Consumer
- The Opportunity in U.S. Real Estate, with Aaron Edelheit, CEO of The American Home
- What's Ailing Japan - Superinvestor Tom Russo of Gardner Russo & Gardner
- The Story of David Einhorn and St. Joe - Jonathan Heller @JonMHellerCFA $JOE
- CEO Peter Boyle on Long-Term Investing at Kennox Asset Management
- From Entrepreneurs to Investors: Simon Denison-Smith and Jonathan Mills of Metropolis Capital
- On His Path as an Investor: Simon Denison-Smith of Metropolis Capital
- On Holding Cash: Jonathan Mills of Metropolis Capital
- How to Evaluate Management: Simon Denison-Smith and Jonathan Mills of Metropolis Capital
- Dominic Fisher of Thistledown on His Background as a London-based Value Investor
- Many Japanese Companies Are "Unbelievably Cheap" - NTT DoCoMo $DCM - Dominic Fisher of Thistledown
- Beware of Perennial "Net Nets" - Jonathan Heller of KEJ Financial
- Small-Cap Superinvestor Brian Bares: Is There Such a Thing as Too Much Research?
- Jonathan Heller on the Background and Investment Case for Premier Exhibitions $PRXI
- Dominic Fisher on Structuring an Investment Operation to Maximize Time Spent on Investing
- Finding Value in GlaxoSmithKline $GSK - Simon Denison-Smith of Metropolis Capital
- The European Debt Crisis, and Why Spain May Be in Trouble - Simon Caufield, Managing Director, SIM Limited
- What Makes Cabela's $CAB Special - Jonathan Heller
- Becoming a Better Investor via a Latticework of Mental Models - Robert Hagstrom of Legg Mason
- Robert Hagstrom of Legg Mason: Is Amazon.com a Technology Company or a Retailer? $AMZN
- Brian Bares on How He Became a Great Investor in Small-Cap Equities
- The Plight of Savers, and Why Equities Trump Bonds - Dominic Fisher, Director of Thistledown Investment Management
- Howard Marks of Oaktree on Adjusting Your Level of Aggressiveness Based on the Market Environment
- What Makes Pressure Technologies (London: PRES) Interesting - Simon Caufield of SIM Limited
- Why AIG is Once Again an Attractive Investment - Dave Sather, President of Sather Financial - $AIG
- Jonathan Heller, President of KEJ Financial Advisors: Is There Value in St. Joe? Is There Value in Cresud? $JOE $CRESY
- The UTV Media (London: UTV) Case Study - Dominic Fisher, Director of Thistledown Investment Management
- The Importance of Business Cycles, and Why Valuation Is Everything - Simon Caufield, Managing Director of SIM Limited
- Pat Dorsey on How Management Decisions Can Widen or Narrow Corporate Moats $AMZN $WMT $NOK $CSCO $GRMN $CTAS
- Tootsie Roll $TR: A Cautionary Tale of Management - Jonathan Heller, President, KEJ Financial
- Robert Hagstrom on Applying Value Investing Principles to Growth Stocks $AAPL $AMZN $GRPN $GOOG $RHT
- Robert Robotti on the Types of Businesses He Likes to Buy in Asia
- Where the Value Is in Ferrovial (Madrid: FER) and Elsewhere in Spain - Bestinver's Parames and de Lazaro
- Howard Marks on How to Avoid the Pitfalls of a Low Return Environment
- Not All Cash and Securities Are Created Equal - Understanding Balance Sheets, with Ben Axler of Spruce Point Capital
- Robert Robotti on Activist Investing and Engaging with Company Managements
- Hasbro's Compelling Global Growth Opportunity - Alan Hassenfeld, ex-CEO of $HAS
- The Manual of Ideas Investment Case for Harvest Natural Resources $HNR
- Robert Robotti on the Outlook for Natural Gas Prices and Natural Gas Companies
- Robert Robotti on Globalizing the Firm's Investment Approach
- What All Investors Can Learn From Great Investors Royce, Whitman, Rogers - By Stephen Weiss @stephenLweiss
- How to Minimize Downside Risk While Avoiding Value Traps, by Ben Axler of Spruce Point Capital
- What Ails #China - Alan Hassenfeld, ex-CEO of Hasbro $HAS
- Robert Robotti on Why Shipping Is a Bad Business, Stolt-Nielsen (Oslo: SNI) an Exception
- From Picking Stocks to Picking Managers - David Shapiro of Towers Watson
- Whitney Tilson on Why AIG Common Stock Represents an Excellent Investment Opportunity $AIG
- What Sets Apart Northern Graphite Corporation (Toronto Venture: NGC) - Ben Axler of Spruce Point Capital
- What the Market Is Missing in Overstock $OSTK, and Why It Is Too Cheap to Ignore - Glenn Surowiec of Alsin Capital
- The #Investment Case for South American Ferro Metals - ASX: SFZ - by Alex Tsukernik of Syntella Partners #Brazil #Mining
- Investing in Banks and Thrift Conversions, with Chris Marinac, Director of Research, FIG Partners
- Howard Marks on the Twin Pitfalls of Overconfidence and Lack of Ego
- Investing in the Graphite Industry and Northern Graphite Corp. (Toronto Venture: NGC), with Ben Axler of Spruce Point Capital
- Whitney Tilson Updates Investment Thesis on Warren Buffett's Berkshire Hathaway
- Why Berkshire Hathaway Remains an Attractive Investment, by Greg Speicher
- Randall Abramson Discusses Trapeze Asset Management's Investment Approach and Proprietary Methodologies
- Why Bank of America $BAC Warrants Represent an Attractive Investment Opportunity - Glenn Surowiec of Alsin Capital
- How to Call #Commodity Cycles, with Alex Tsukernik of Syntella Partners
- Why #Equities in #Japan Are Attractive Yet Frustrating - Daniel Gladis
- Does It Ever Make Sense to Invest in a High-Cost Commodity Producer, with Alex Tsukernik
- Glenn Surowiec of Alsin Capital on His Background in Value Investing #valueinvesting
- What Makes Some Mined #Commodities Global and Some Local, with Alex Tsukernik of Syntella Partners
- How Hasbro Works With Partners to Grow Reach and Revenue Potential - Alan Hassenfeld, ex-CEO of $HAS
- Why Tanfield (London: TAN) Is a Compelling Opportunity, with Marc Saint John Webb of Argos
- How to Be an Activist Investor in the Metals and #Mining Sector, with Alex Tsukernik
- Why Sanofi $SNY Management May Not Be Maximizing Value for Shareholders - Daniel Gladis
- #Investing Best Practices in Microcap Metals and #Mining Stocks - Alex Tsukernik of Syntella Partners
- How to Identify Appealing #Investments in Metals and #Mining, with Alex Tsukernik
- Why Steering Clear of #Equities in #Russia May Be Good Idea - Daniel Gladis
- Metals and Mining Outlook: Why #Copper and #Gold Should Shine in the Long Term - Alex Tsukernik of Syntella Partners
- How Hasbro Grew Into Largest Toy Maker - Alan Hassenfeld, ex-CEO of $HAS
- Best and Worst Geographies for Metals and Mining Investment, with Alex Tsukernik of Syntella Partners- #Canada #Brazil
- The Single Biggest Mistake Smart Investors Make - Glenn Surowiec of Alsin Capital #investing
- How the Investment Analysis Differs for Various Metals #Commodities, with Alex Tsukernik of Syntella Partners
- Seeking Value in Financials: #Europe vs. #USA - Pier-Alberto Furno of Nemesis
- Why Even a No-Growth Business Can Be a Good Investment: WH Smith (London: SMWH) - Daniel Gladis of Vltava Fund
- The Economic Sell Rule for Stocks, Explained by David Merkel of Aleph Investments @AlephBlog
- Glenn Surowiec Names the CEOs He Respects Most, and Reveals How He Assesses the Capital Allocation Skill of Management
- Why Avoiding Leverage on the Portfolio Level Is Not Enough - Daniel Gladis of Vltava Fund
- How the Business Model of Iconix $ICON Throws Off Impressive FCF - Adib Motiwala of Motiwala Capital @adibmoti
- How the Definition of Toys Has Changed Over Time - Alan Hassenfeld, ex-CEO of Hasbro $HAS
- Greg Speicher on How to Become a Better Investor and Why Berkshire Hathaway Remains a Good Investment @Greg_Speicher
- How to Achieve Abnormal Returns in the Stock Market, with Investment Author Tadas Viskanta @abnormalreturns
- Smart Capital Allocation Makes Halfords (London: HFD) Attractive - Adib Motiwala of Motiwala Capital @adibmoti
- Dan Moore of CJS Securities on Why Arbitron $ARB Is Overlooked and Undervalued
- Two Biggest Mistakes to Avoid on the Path to Investment Success - Investor and Author Stephen Weiss @stephenLweiss
- Increased Dividend, Stock Buybacks Ahead for Lear $LEA, Says Adib Motiwala of Motiwala Capital
- The Hidden Value in Cresud $CRESY, One of the Largest Land Owners in #Argentina
- The Hidden Real Estate Value in Reading International $RDI - Andrew Shapiro of Lawndale Capital
- Jonathan Mills of Metropolis Capital on Whether Tesco's Problems Are Fixable - London: TSCO
- Content Is Still King In World of Apps, Says Alan Hassenfeld, ex-CEO of Hasbro $HAS
- Why Horsehead Holding $ZINC Represents a Compelling Investment Opportunity - Dan Moore of CJS Securities
- Robert Leitz on Why #China Infrastructure Investments May Be Great Opportunity Despite The Risks
- Ken Shubin Stein of Spencer Capital on Innate and Acquired Cognitive Biases in Investing
- Prof. Dr. Max Otte on Buying Allianz (Germany: ALV) When Others Were Fearful
- Guy Spier Frames Potential Investment Opportunity in Midwestern Refiners $CVI $DK $HFC $WNR
- How The Rise of Zynga $ZNGA and Rovio Is Impacting The Toy Business - Alan Hassenfeld, ex-CEO of Hasbro $HAS
- French Connection (London: FCCN): Thesis by Jeroen Bos of Church House
- Why Hewlett-Packard $HPQ Raises "Red Flag" Despite Cheap Stock - Daniel Gladis
- Kevin Murphy and Nick Kirrage of Schroders Discuss Their Paths to Becoming Value #Investors
- #Renault (Paris: RNO) as a Sum-of-the-Parts Case Study - Richard Oldfield
- How to Find Undervalued Small-Caps in Europe Through "Clumping" - Marc Saint John Webb of Argos
- The Two Key Risks for Aaple $AAPL Investors - Daniel Gladis of Vltava Fund
- PV Crystalox Solar (London: PVCS): Thesis by Jeroen Bos of Church House Deep Value Fund
- The Voting Machine Vs. the Weighing Machine in Nokia $NOK: Richard Oldfield
- How to Avoid Pitfalls in #European Micro-Cap #Investing - Philip Best of Argos
- Pink Sheets to NYSE: Primus $PTGI - Stephen Roseman, CEO of Thesis Funds
- Why Telecoms Are Bad Businesses, and Why Telefonica $TEF Will Keep Cutting Dividend - Daniel Gladis
- Why Corridor Resources (Toronto: CDH) Is Compelling Way to Invest in Natural Gas - Eric Dumont
- Tanfield Group (London: TAN): Thesis by Jeroen Bos of Church House Deep Value Fund
- Why iGATE $IGTE Is a Multibagger Following Patni Acquisition - Jeeva Ramaswamy
- Why Wal-Mart $WMT and Tesco (London: TSCO) Offer Compelling Investment Value - Daniel Gladis
- Pier-Alberto Furno on What Apple $AAPL Investors Should Beware Of
- Why Small-Cap Industrials Investor Chuck Murphy Likes GrafTech International $GTI
- The Market Is Wrong on dELIA*s $DLIA - Stephen Roseman, CEO of Thesis Funds
HAVE A GOOD WEEKEND!