Videos of Investors

Videos of Great Investors

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  • 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
  • Zach Olson on What the iPhone Can Teach Us About Emerging Markets Investing
  • Phil Ordway on Good Versus Bad Shorts
  • Josh Kennedy on How the Search for More Information Can Turn Into a Double-Edged Sword for Investors
  • Jean-Marie Eveillard on the Merits of the Buffett Vs. Graham Investment Approach
  • Ali Akay on Investing in Emerging Markets: A Case Study of Mexico
  • Seng Chong Yeo on Why Family-Owned Companies Trump "Nobody's Child" Companies in Asia
  • The Four Sections of an Investment Checklist, with Pope Brar of Brar Investment Fund
  • Brad Hathaway on Using Investment Checklists
  • Jean-Marie Eveillard on His Experience of Investing in Japan
  • Caglar Somek on Mispricing Opportunities in Emerging Asia: A Case Study of AGI (Philippines: AGI)
  • Phil Ordway on the Advantage of Being an Unconstrained Investor
  • Jeff Stacey on the Four Key Considerations in Merger Arbitrage Opportunities
  • Dan Sheehan on the Comprehensive Nature of the Margin of Safety Concept
  • Brad Hathaway on How to Gain Investment Conviction
  • Martin Cobb on Templeton Investments' Preferred Valuation Approach
  • Simon Caufield on the Genius of Warren Buffett
  • What's at the Core of a Good Investment Process, with Brad Hathaway of Far View Capital Management
  • Tarek Saber on the Two Ways of Investing in Convertible Bonds
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  • What Business Are You In, with Dan Sheehan of Credit River Partners
  • Brad Hathaway on What Makes a Great Investment Idea
  • Amit Wadhwaney on How Investors Should Think About Financial Accounting
  • Pat Barry on How to Focus on the Long Term in a Short Term Oriented World
  • Don Yacktman on How Low Interest Rates Lead to Pitfalls for Equity Investors
  • Jeff Stacey on the Biggest Pitfall of Event Driven Investing
  • Joe Rizzo on the Best and Worst Investment Set-Ups in the Technology Sector
  • Chris Karlin on the Swing Factor Needed for Superior Investment Returns
  • Randall Abramson on Risks and Opportunities in the Current Market Environment
  • Phil Ordway on Skill Versus Preference in Special Situations Investing
  • Bob Robotti on the Lessons Learned from Investing in Asia
  • Chris Karlin on Two Investment Mistakes to Watch Out For
  • Brian Bares on the Sources of Edge in Small-Cap Investing
  • Chris Crawford on His Non-Conventional Approach to Risk Management
  • Bob Robotti on the Importance of Staying Power When Considering Equities in the U.S. Natural Gas Sector
  • Brian Bares on His Favorite Investment Books and Resources
  • Josh Kennedy on Investment Decision-Making Vs. Endless Information-Seeking
  • Curtis Jensen on the Evolution of His Investment Ideas and Portfolio Construction Since the 2008 Crisis
  • Chris Crawford on What Worries Him in the Current Investment Environment
  • Bob Robotti on How Tweedy, Browne and Gabelli Shaped His Path as a Value Investor with a Focus on Smaller Companies
  • Chris Crawford on Position Sizing and Portfolio Management
  • Adrian Saville on the "Two-Legged" Nature of the South African Equity Market
  • Bob Robotti on How to Develop and Nurture a Value Investing Mindset
  • When Investing in Difficult Businesses Can Be Rewarding, with Curtis Jensen of Third Avenue Management
  • Charles De Lardemelle on Jean-Marie Eveillard and How Global Value Investing Has Changed
  • Chris Crawford on How to Stay Disciplined in Investing
  • Chris Karlin on Where Investment Inefficiencies Come From
  • Joe McNay on "Obamacare" and Its Investment Implications
  • A Fresh Perspective on Diversification, with Chris Crawford of Crawford Fund Management
  • Chuck De Lardemelle on Building a Robust Investment Research Process
  • Chris Karlin on the Two Ingredients of Investment Success
  • Robert Deaton on Underappreciated Capital Allocators
  • Jeff Auxier on His Idea Generation Process
  • Michael Shearn on Underutilized Research Sources for Assessing Management
  • Chris Crawford on How to Differentiate True Compounders from Simply Fast-Growing Companies
  • What to Watch Out For in 2014: Joe McNay on the Airline Industry, Janet Yellen, the Gold Price and More
  • Robert Deaton on the Biggest Mistake Investors Make (And How Not to Make It)
  • Words of Wisdom and Advice, with Charles De Lardemelle, Founding Partner of International Value Advisers
  • What George Soros and Paul Tudor Jones Have Taught Me, with Dominic Napolitano of Talson Capital Management
  • Chris Karlin on What It Takes to Be a Contrarian (and How to Get Better at Investing)
  • Lisa Rapuano's Advice to Aspiring Value Investors
  • Jean-Marie Eveillard on How to Explain Investing to a Six Year Old
  • Don Yacktman's Latest Book Recommendations
  • Bob Robotti on How to Build a Behavioral Edge in Investing
  • A Different, Yet Thoughtful Approach to Sound Portfolio Management, with David Rolfe of Wedgewood Partners
  • Larry Sarbit on How to Assess Management
  • Chris White on His Approach to Value Investing and Potential Current Mispricings
  • Michael Shearn on Two Less Well-Known, But Successful CEOs Focused on Long-Term Value Creation
  • Paul Lountzis on Why One of Berkshire Hathaway's Key Advantages Is Currently Underappreciated
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  • Jeff Stacey on What's Unique About Prem Watsa's Investment Approach
  • Jeff Matthews on What's Still Underappreciated About Berkshire Hathaway
  • Why Many Investors View Cash as a Negative (and Why They Are Wrong), with Canadian Value Investor Larry Sarbit
  • How to Differentiate between Secular and Cyclical Growth, with David Rolfe, CIO, Wedgewood Partners
  • Michael Shearn on the Rewards of Understanding a Business from the Customer Perspective
  • Jeff Auxier on the Exceptions to His General Dislike of Technology Investing
  • Sahm Adrangi on the Advantage of Having an "Open Mandate" in Investing
  • Jean-Pascal Rolandez on Where Investment Judgment Comes From
  • Mariko Gordon on Using Investment Checklists
  • David Rolfe on the Rarity of Truly Focused Investing
  • Jeff Auxier on the Humbling Nature of Agricultural Life and Investing
  • How "Mind-Mapping" Can Improve the Investment Process, with Mariko Gordon of Daruma Capital
  • Ali Akay on Why He Favors Banks When Investing in Frontier Markets
  • Mariko Gordon on the Fine Balance between Conviction and Flexibility in Investing
  • What Good Investors Have in Common with Psychopaths, with Mariko Gordon, CIO, Daruma Capital Management
  • Chris Crawford on How to Assess Management: Owner Operators Versus Mercenaries
  • Elliot Turner on the Lessons Learned from Netflix $NFLX
  • Mariko Gordon on How to Effectively Use an Investment Checklist
  • Niraj Gupta on the Evolution of the U.S. Cable TV Industry and Related Investment Opportunities
  • How to Protect a Long Equity Portfolio and Profit from Failure in the Markets, with Chris Crawford of Crawford Fund Management
  • Applying Fantasy Baseball Lessons to Investing, with Elliot Turner of RGA Investment Advisors
  • Jeff Auxier on How to Look for "Double-Plays" and Avoid "Torpedoes" in Investing
  • What Makes a Great Business, with Larry Sarbit of Sarbit Advisory Services
  • Chris Crawford on How to Successfully Invest in Ben Graham Net Nets
  • Howard Marks on the Source of Market Inefficiencies
  • How to Appraise an Investment Opportunity, with Elliot Turner of RGA Investment Advisors
  • An Underappreciated Japanese Investing Resource, with Jiro Yasu of Varecs Partners
  • Japanese Value Investor Jiro Yasu on What He Learned from Jean-Marie Eveillard
  • Remember Tobin's Q: Alex Kinmont on Investor Misconceptions About Japanese Corporate Activity
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  • Why Investors Should Like "Lazy" Balance Sheets, with Adrian Saville of Cannon?Asset?Managers
  • How to Gain Conviction in Investing: A Case Study of $IMAX, with Elliot Turner of RGA Investment Advisors
  • How to Assess Management at Japanese Companies, with Howard Smith of Indus Capital Advisors
  • Jean-Marie Eveillard on What Investments He Finds Attractive in Japan
  • Lessons Learned: Investing in the Post-Scandal Olympus, with Howard Smith of Indus Capital Advisors
  • PIMCO's Mark Cooper on His Favorite Source of Equity Mispricings
  • Jean-Marie Eveillard on Investing in Japan
  • How Generational Change Leads to Investment Opportunity in Japan, with Noriyuki Morimoto of HC Asset Management
  • Howard Smith on Indus Capital Partners' Investment Approach in Japan
  • How Japanese Conglomerate Structures Drive Investment Opportunities, with Noriyuki Morimoto of HC Asset Management
  • In Need of a Japanese Berkshire Hathaway: Alex Kinmont on Activist Investing in Japan
  • Cracking the Capital Allocation Mindset at Japanese Companies, with Jiro Yasu of Varecs Partners
  • Philip Ordway on How a "Pre-Mortem Analysis" Can Help You Become a Better Investor
  • Howard Marks on What's Within and What's Outside of Oaktree's Circle of Competence
  • Uncertainty: Why You Should Seek It and How You Can Profit from It, with Philip Ordway
  • Learning from Investment Mistakes, with Dominic Fisher of Thistledown Investment Management
  • Prof. Dr. Max Otte on the Causes and Investment Implications of the Eurocrisis
  • German Value Investor Max Otte on the Evolving Opportunity Set in Europe
  • The Right Mind-Set for Approaching Investment Opportunities in Europe, with Amit Wadhwaney of Third Avenue
  • French Regional Banks: A Case Study on Profiting from Inefficient Markets, with François Badelon, Chairman, Amiral Gestion
  • What Some Investors Overlook in Their Approach to Europe, with Daniel Gladiš of Vltava Fund
  • Massimo Fuggetta on How Probability Misjudgments Lead to Investment Opportunity
  • The Thought Process Behind a Conservative Investor, with Georg Krijgh of G.H. Krijgh Guardian Fund
  • Tom Russo on Why European Consumer Brands Are Advantaged in Many Emerging Markets
  • What to Worry About Top-Down While Investing Bottom-Up, with Jeff Auxier of Auxier Asset Management
  • What Investors Need to Know About German Exporters, with Frank Fischer of Shareholder Value Management
  • The Rationale for Concentrated Portfolios, with Larry Sarbit, Chief Investment Officer, Sarbit Advisory Services
  • How to Gain an Edge in European Small-Cap Investing, with Philip Best and Marc Saint John Webb of Argos Investment Managers
  • How Investors Should Think About Holding Companies, with Amit Wadhwaney of Third Avenue Management
  • Michael Shearn on How to Effectively Use Investment Checklists
  • Why Knowing the Value of the Asset Is the Best Protection Against Emotion, with Álvaro Guzmán de Lázaro Mateos of Bestinver
  • David Mraz on Why Experience Matters in Investing, and How "Newcomers" Can Still Stay Out of Trouble
  • Adrian Saville on the Structural Advantages of the South African Equity Market
  • Does Your Investment Have "Self-Help" Built Into It?, with Curtis Jensen of Third Avenue Management
  • The Structural Sources of Mispricings, with Philip Ordway of Chicago Fundamental Investment Partners
  • How to Value Invest in Technology Companies, with Niraj Gupta of GCI Partners
  • Buying Improvement at a Discount: A Case Study on Teleflex (TFX), with Curtis Jensen of Third Avenue Management
  • Alexander Tsukernik on the Investment Attributes of Various Metals and Mining Categories
  • Timothy Beardson on the Alternatives to China's Economic Model of Cheap Manufacturing
  • Curtis Jensen on Third Avenue's "Grading Matrix" for Potential Investments
  • On the Biggest Mistake Investors Make, with Larry Sarbit of Sarbit Advisory Services
  • Alexander Tsukernik on the Key Investment Criteria in Metals and Mining
  • Philip Ordway on the Most Important Takeaway from Reading Daniel Kahneman's "Thinking, Fast and Slow"
  • Timothy Beardson on the Implications of the Demographic Challenges Facing China
  • What's a Bargain Price, with Larry Sarbit of Sarbit Advisory Services
  • Alexander Tsukernik on the Capital Allocators He Admires in Metals and Mining
  • Curtis Jensen on Third Avenue's Investment Philosophy
  • Michael Shearn on How to Assess Company Management
  • Timothy Beardson on Three Misconceptions About the Chinese Economy
  • Larry Sarbit on Why His Investment Approach Focuses on Finding "Equity Bonds"
  • Niraj Gupta on the Capital Allocators He Admires in the Media and Telecom Industry
  • What Investors and CEOs Can Learn from Netflix $NFLX, with Elliot Turner of RGA Investment Advisors
  • Exploiting Investment Opportunities in Metals and Mining, with Alexander Tsukernik of Syntella Partners
  • Howard Marks on the Distinction Between Risk Control and Risk Avoidance
  • What to Consider When Seeking Commodity Price Exposure in Commodity Producers, with Doug Hepworth
  • Jeff Matthews on Warren Buffett's "Secret Sauce"
  • How Cost Competitive Are Alternative Energy Sources, with Bryan Lawrence of Oakcliff Capital
  • How to Gain Conviction as an Investor, with Mark Boyar, Chairman, Boyar Value Group
  • Howard Marks on the Type of Work Environment He Is Cultivating at Oaktree Capital Management
  • The Post-Hype Sleeper Stock: Applying Fantasy Baseball Lessons to Investing, with Elliot Turner of RGA Investment Advisors
  • How to Learn to Invest Rationally, with Philip Ordway of Chicago Fundamental Investment Partners
  • The Biggest Mistake Insurance Investors Make, with John Gilbert, CIO, GR–NEAM
  • Howard Marks on Which Question Investors Need to Answer
  • Howard Marks on the "Perversity" of Investing
  • Chris Crawford on His Idea Generation Process
  • Jerry Swank on How U.S. Energy Trends Are Creating Opportunities and Risks in the Midstream MLP Sector
  • How to Think Creatively About Investment Ideas, with Elliot Turner of RGA Investment Advisors
  • What Really Matters When Analyzing an Energy Business, with Bryan Lawrence of Oakcliff Capital
  • Howard Marks on What Motivated Him to Write "The Most Important Thing"
  • How to Apply the Kelly Criterion in Investment Practice, with Elliot Turner of RGA Investment Advisors
  • Alerian's CEO Kenny Feng on His Preferred Valuation Metric for Master Limited Partnerships (MLPs)
  • Paul Lountzis on the Potential for Dividends at Berkshire Hathaway (BRK A/B)
  • Bryan Lawrence on What Types of Investments He Looks for in the Energy Industry
  • Howard Marks on the Importance of Realistic Investor Expectations
  • Philip Ordway on the Gravitational Pull of Low Interest Rates and What Investors Ought to Do
  • What to Do and What Not to Do in a Low Return World, with John Gilbert, CIO, General Re–New England Asset Management
  • How Investors Should Position Their Portfolios in a Low Return World, with Marty Leclerc of Barrack Yard Advisors
  • Timothy Vick on How Farsighted Insurers Are Dealing with the Low Interest Rate Environment
  • How to Generate Income in a Low Return World, with Ronald Deutsch of Sage Capital Management
  • David Rolfe on the Investment Opportunity and Danger of Low Interest Rates
  • Matthias Riechert on the Options for Investors Seeking Real Investment Returns
  • Timothy Vick on What Makes Markel (MKL) Special
  • Pat Dorsey on How He Became Interested in the Topic of Moats
  • What It Takes to Find and Profit from Mispricings, with Rupal Bhansali of Ariel Investments
  • Ode to the U.S.: Paul Lountzis on Why the U.S. Is the "Best House in a Very Challenging Global Block" for Investors
  • Wedgewood Partners' Chief Investment Officer David Rolfe on How Reading Shaped His Path as an Investor
  • Paul Lountzis on Where Are the Best Reinvestment Opportunities for Berkshire Hathaway (BRK A/B)
  • Chris Crawford on the Advantage of Mastering Multiple Investment Approaches and His Favorite Investment Opportunities
  • Why Being a Great Business Historian Makes You a Better Investor, with Robert Hagstrom of Legg Mason Investment Counsel
  • Christian Olesen on How He Discovered Tanker Company DHT Holdings (DHT) as an Investment Opportunity
  • Jonathan Brolin on How to Successfully Apply a Private Equity Approach to Investing in Public Markets
  • Keith Rosenbloom Discusses Data Transmission and Storage as an Investment Opportunity
  • Jonathan Brolin on the Art of Scuttlebutt and Effectively Engaging with Management
  • Robert Hagstrom on Why Rationality Is Essential to Successful Investing
  • Chris Crawford on Position Sizing and Portfolio Management
  • How to Protect Yourself Against a Rise in Interest Rates, with Ronald Deutsch of Sage Capital Management
  • Robert Hagstrom on How A Rational Investor Deals with Uncertainty
  • Why the Healthcare Industry Offers Opportunity for Long Term Investors, with Keith Rosenbloom of Cruiser Capital
  • Timothy Vick on Why Berkshire Hathaway Shareholders Need Not Worry About Succession
  • How Not to Succumb to the Pitfalls of Activist Investing, with Jonathan Brolin of Edenbrook Capital
  • Greenlea Lane's Josh Tarasoff on the Types of Compounding Machines He Likes Most
  • Timothy Vick on the Evolution of Berkshire Hathaway's Investments
  • How to Think About Reversion to the Mean in Investing, with Marty Leclerc of Barrack Yard Advisors
  • What Investors Can Learn from Studying GEICO, with David Rolfe of Wedgewood Partners
  • How to Identify "Next-Generation Berkshires," with Tim Vick of Sanibel Captiva Investment Advisers
  • Contrarian Investing in Franchises: A Case Study of Toyota (TM), with Rupal Bhansali of Ariel Investments
  • How to Invest in Great Businesses, with David Rolfe, CIO, Wedgewood Partners
  • Giverny Capital's François Rochon on the Four Reasons to Sell a Stock
  • Worldly Wisdom and Advice from Kenneth Shubin Stein, Founder, Spencer Capital Management
  • Kenneth Shubin Stein on Teaching Value Investing at Columbia University
  • How to Generate Contrarian Investment Ideas, with Rupal Bhansali of Ariel Investments
  • Kenneth Shubin Stein on Why Activism and Short-Selling Are Pro-American
  • What Value Investors Can Learn from Silicon Valley, with Rupal Bhansali of Ariel Investments
  • How to Think about When to Sell an Investment, with Ken Shubin Stein of Spencer Capital Management
  • Tiago Reis on the Love and Hate Relationship Foreign Investors Have with Brazil
  • Two Ways to Win When Investing in Compounders, with Wayne Peters of Peters MacGregor Capital Management
  • Barry Pasikov on a Common Misuse of Options Strategies in the Current Market Environment
  • Michael Lipper on How the Investment Business Has Changed Over Time
  • What Investors Should Look Out For in Proxy Statements, with Michelle Leder @footnoted
  • Georg Krijgh on the "Dutch Discount" and the Challenges of Being a Value Investor in Europe
  • The Supply and Demand Side of Competitive Advantage, with Matthias Riechert of Polleit & Riechert
  • Greenlea Lane's Josh Tarasoff on How to Successfully Invest in Great Businesses
  • Canadian Value Investor François Rochon on What Makes a Great CEO
  • Howard Marks: It's Not an Algorithm, It's a Mindset
  • The Three Biggest Mistakes Investors Make, with Paul Lountzis of Lountzis Asset Management
  • Greenstone Capital's Chris White on the Meaning of Deep Value Investing
  • How to Find the Right Net Net Investments, with Jonathan Heller, President, KEJ Financial Advisors
  • Jean-Marie Eveillard on Deep Value Investing in Japan and Korea
  • Michael Lipper on What He Learned from Studying Under Professor David Dodd at Columbia University
  • Asia-Based Value Investor Sidd Mehta Discusses Investing in Hong Kong and Singapore Equity Markets
  • Why Interest Rates May Remain Low for a Long Time, with ATF Group CEO Francois Wiget
  • Francis Daniels on the Perception and Reality of Investing in Africa
  • The Thought Process Behind Investing in Cyclical Industries, with Keith Weissman of Sibilla Capital
  • Howard Marks on One of the Great Investing Dilemmas
  • Alerian CEO Kenny Feng on the Quality of Management in the U.S. MLP Industry
  • ATF Group CEO Francois Wiget on How to Assess Management and the Risks of Investing in Large Banks
  • How to Deal with Volatility as an Investor, with Mitchell Eichen and John Longo of The MDE Group
  • How to Monitor and Be Attentive to the Cycle, with U.S. Industrials Specialist Chuck Murphy of Liberty Park Capital
  • Jean-Marie Eveillard on the Primacy of Absolute Returns and Where Not to Seek Them Now
  • A Different Take on What Makes a Good Business, with Canadian Value Investor Dan Sheehan of Sheehan Associates
  • Superinvestor Tom Russo on How to Think About the Moat of Luxury Goods Businesses
  • Why Investors Should Aim to "Fill Competitive Voids" — Ryan Morris of Meson Capital Partners
  • Special Situations Investor Joe D'Ambrosio Discusses Investing in Spinoffs and Post-Bankruptcies
  • Learning from Peter Cundill, with Deep Value Investor Jeroen Bos of Church House
  • Jeroen Bos on Deep Value Investing and His Favorite Investment Opportunities
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  • James Choa on Why Clear Media (HK:100) Is a Deep Value Bargain (Excerpt)
  • Investing the Templeton Way, with Lauren Templeton and Scott Phillips
  • The Investment Case for Vicom (Singapore: VCM), with Singapore-Based Value Investor Sean Seah
  • How to Uncover Compounders in Asia through the "Bamboo Innovators" Mental Model, with KB Kee
  • Where Are the Best Equity Opportunities in Asia, with Eric Kong of Aggregate Asset Management
  • A Case Study on Special Situations Investing in Asia, with Melvin Tan of DCG Capital
  • The Biggest Mistake Foreign Investors Make in the Mideast, with Sandip Bhatt of Damac Invest
  • Sun Hing Vision (Hong Kong: 125): Case Study on Family-Owned Companies in Asia, with Yeo Seng Chong
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  • Dubai-Based Investor Sandip Bhatt Contrasts Equity Opportunities in India to Other Emerging Markets
  • Beware of "Other Receivables" Accounting at Asian Companies, with Singapore-Based Investor and Accounting Expert KB Kee
  • How to Assess Competence and Honesty at Family-Owned Companies in Asia, with Yeo Seng Chong
  • Amit Wadhwaney on Why Accumulated Knowledge May Trump Screens for Idea Generation
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  • Larry Cunningham on Warren Buffett's Enduring Legacy
  • Larry Cunningham on Warren Buffett's Key Insights into Moats
  • Larry Cunningham on How Investors Can Unleash Their Inner Warren Buffett
  • Lighthouse Advisors' Benjamin Koh on Investment Opportunities in Hong Kong and Singapore
  • The Investment Case for Great Eagle Holdings (Hong Kong: 41), with James Choa of Valiant Ocean Capital
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  • Amit Wadhwaney on the Differences Between Investing in the U.S. and Internationally
  • What It's Like to Be a Value Investor in Asia, with Alon Bochman of Stepwise Capital
  • Jean-Marie Eveillard Reflects on a Conversation with Seth Klarman
  • Canadian Value Investor Dan Sheehan on What He Learned From High-Altitude Mountaineer Ed Viesturs
  • How InterContinental Hotels $IHG Benefits from a Virtuous Cycle, with JP Morgan's Asif Jeevanjee
  • What Makes Global Companies Successful, with Professor Alina Kudina
  • Quantitative Value Investor Alon Bochman on Which Market Anomalies He Favors Most
  • Howard Marks on the Most Dangerous Thing to Neglect as an Investor
  • How Value Chains Can Signal the Likely Success of Business Expansion, with Professor Alina Kudina
  • Lessons Learned from Investing in Retail Stocks, with Sahm Adrangi of Kerrisdale Capital
  • How Competitive Advantage Can Be Shaped By Value Chains, with Professor Alina Kudina
  • Robert Robotti on How to Engage with Managements to Maximize Returns for Long-Term Investors
  • Philip Ordway on the Opportunity and Challenge of Investing in European Distressed Assets
  • An Example of What Works in REIT Investing, with Andrew Jones of North Star Partners
  • Far View Capital's Brad Hathaway on His Favorite Sources of Potential Equity Mispricings
  • Joe D'Ambrosio on Why Sell Discipline Is Especially Important in Spin-Off Investing
  • Fund Manager Brian Bares on "The Small-Cap Advantage"
  • Kerrisdale's Sahm Adrangi on His Background and Path as an Investor
  • Philip Ordway on How to Approach Distressed Opportunities as an Equity Investor
  • Superinvestor Lisa Rapuano on When Turnarounds Get Mispriced and How to Profit as an Investor
  • Cygna Negra's Humphrey Nokes on How to Apply a Value Investing Approach to Patent-Backed Technology Companies
  • Howard Marks on Oaktree's Circle of Competence in Distress-for-Control Investing
  • Robert Leitz on What Pitfalls to Avoid When Investing in Banks, Real Estate and Other Industries
  • Lane Five's Lisa Rapuano on Her Background and Path as an Investor
  • Philip Ordway on How Equity Investors Should Adjust to a Low Interest Rate Environment
  • How to Effectively Combine Top-Down and Bottom-Up Equity Analysis, with Keith Weissman, Head of Research, Sibilla Capital
  • Lisa Rapuano on the Challenge (and Opportunity) of Investing in U.S. For-Profit Education Stocks
  • Sahm Adrangi on What Makes a Great Fund Manager, His Fund Management Style at Kerrisdale Capital
  • Which Insider-Driven Investment Strategy Creates Alpha, with David Miller of Catalyst Mutual Funds
  • How to Successfully Invest in Patent-Backed Technology Companies, with Humphrey Nokes of Cygna Negra
  • How to Analyze Generic Versus Branded Pharma Companies, with Dario My of Bank von Roll
  • Third Avenue's Amit Wadhwaney on His Beginnings as a "Safe and Cheap" Investor
  • What Proportion of U.S. Unemployment Is Structural, with Thomas Berner, Chief U.S. Economist, UBS Wealth Management
  • François Rochon on the Importance of an Investment Philosophy "in Tune with Your Own Personality"
  • Special Situations Investor Joe D'Ambrosio on His Favorite Books and Other Research Resources
  • What Value Investors Need to Know When Investing in Turnarounds, with Turnaround Guru Brent Farler
  • Value Investing Thought Leader Paul Lountzis Discusses His Research Process and Idea Generation
  • MLP Thought Leader Kenny Feng on His Preferred Valuation Metric for Oil & Gas Master Limited Partnerships
  • Natural Resources Investor Kent Whitaker on How He Generates Investment Ideas
  • How to Avoid Mistakes When Investing in Turnarounds, with Turnaround Specialist Brent Farler
  • How to Assess the Merits of Equity Investment Alternatives, with Zeke Ashton of Centaur Capital
  • Words of Investment Wisdom and Advice, with Amit Wadhwaney of Third Avenue Management
  • A Game Theory Approach to the Eurozone Crisis, with Thomas Berner of UBS Wealth Management
  • Marty Leclerc's Thesis on NYSE Euronext (prior to bid by IntercontinentalExchange)
  • Marty Leclerc of Barrack Yard Advisors Reveals His Investment Outlook
  • Marty Leclerc of Barrack Yard Advisors Discusses His Investment Approach
  • Third Avenue's Amit Wadhwaney on Investment Risk vs. Market Risk and What to Do as an Investor
  • Swiss Investor Peter Wick on What He Has Learned from Tito Tettamanti and Other European "Activists"
  • How to Use "Hidden Options" to Beat Inflation, with Matthias Riechert of Polleit & Riechert
  • The Outlook for the U.S. Economy, with Thomas Berner, Chief U.S. Economist, UBS Wealth Management
  • Favorite Book Recommendations, with Beyla Ziv Guest, Partner, Apollo Partners
  • Jean-Marie Eveillard Discusses the Eurocrisis and Investment Opportunities Arising from It
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  • A Thought on Philanthropy - Alan Hassenfeld, ex-CEO of Hasbro $HAS
  • Anthony Cambeiro on Josh Waitzkin's "The Art of Learning" and the Pursuit of Investment Excellence
  • Howard Marks on Why All Investors Should Be Aware of the "Temperature of the Market"
  • What Drives the Moat at Michael Page (London: MPI), with JP Morgan's Asif Jeevanjee
  • How Investors Can Benefit from Applying Real Options Theory - Professor Alina Kudina of Warwick Business School
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  • Jean-Marie Eveillard on How International Investing Has Changed, Differences in Accounting Standards
  • Why Downside Protection Is Essential, Yet Neglected by Many Investors - Mitch Eichen and John Longo of The MDE Group
  • How to Think about the Investment Return Components of MLPs - Kenny Feng, CEO, Alerian
  • How the Shale Gas Boom Will Affect the U.S. Economy - Thomas Berner, Chief U.S. Economist, UBS Wealth Management
  • Why Frontier Markets Are Attractive Despite the Risks - Stephen Phillips of Frontier Public Markets
  • How Do Good and Financially Sound Companies Become Cheap - Amit Wadhwaney of Third Avenue
  • The Investment Implications of "Dying" Vs. "Bad" Industries - Keith Weissman of Sibilla Capital
  • What to Prioritize When Evaluating Insider Transactions Data - David Miller of Catalyst Mutual Funds
  • How to Estimate the Intrinsic Value of a Business, with Dario My of Bank von Roll
  • Humphrey Nokes Discusses Zoran Corp. as a Template for Investing in Small Technology Companies
  • Investment Great Jean-Marie Eveillard Discusses His Preferred Valuation Metric, Views on "Margin of Safety"
  • A Non-Consensus View to Solving the Eurocrisis, with Zurich-Based Investor Francois Wiget
  • How to Get Comfortable with Investing in Africa, with Francis Daniels of the Africa Opportunity Fund
  • Asia-Based Value Investor Sidd Mehta on Lessons Learned from Investing in Emerging Markets
  • Why Spain Is One of the Most Misunderstood Equity Markets, with Swiss-Based Investor Daniel Leveau
  • How to Think about Position Sizing and Portfolio Management, with Zeke Ashton of Centaur
  • The Investment Case for Oil & Gas Master Limited Partnerships, with MLP Pioneer Jerry Swank
  • German Value Investor Martin Possienke on Some Risks at German Companies Amid the Many Positives
  • Veteran Investor Peter Seilern-Aspang on What Investments He Prefers in a Low Return Environment
  • Marty Leclerc on the Five Enduring Principles of His Investment Approach
  • Value Investor Kent Whitaker on the Pitfalls of Natural Resources Stocks, What to Do as a Result
  • Michael Lipper on Investor Judgment and How to Apply It to Bank Stock Valuations Today
  • Canadian Investor François Rochon on Finding Great Businesses and the Value of the "Missing" Gene
  • Special Situations Investor Joe D'Ambrosio on What to Look for in Post-Bankruptcy Stocks
  • Turnaround Specialist Brent Farler on Past and Recent Turnarounds, Mentions Cisco (CSCO), HP (HPQ)
  • Investment Great Jean-Marie Eveillard on the Case for Gold and Its Role in Investor Portfolios
  • What's to Like in Japan Despite the Negatives, with Dominic Fisher of Thistledown
  • Peter Cundill Protégé Tim McElvaine on His Investment Approach to Japan
  • Leading British Value Investor Richard Oldfield on Where He Is Finding Value in Japan
  • Japanese Value Investor Jiro Yasu on Which Investments to Seek Out and Which Ones to Avoid in Japan
  • Third Avenue's Wadhwaney on What Makes Investing in Japan Compelling Despite the Obvious Hurdles
  • How Japan Has Changed, with Leading M&A Lawyer and Corporate Governance Expert Stephen Givens
  • 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!

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About the Author

csinvesting
In my peripatetic life I have been a ruby smuggler, commodity trader, securities analyst, investment banker, and entrepreneur. Each role taught me more about value investing. - John Chew - The Editor

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