The Dangers of Concentrated Stock Picking; 100 to 1 Returns

1 Returns

snow plow

 

 

David Einhorn Buys Three New Stocks: These Are The Names And Theses (Q3 Letter)

david einhorn, reading, valuewalk, internet, investment research, Greenlight Capital, hedge funds, Greenlight Masters, famous hedge fund owners, big value investors, websites, books, reading financials, investment analysis, shortselling, investment conferences, shorting, short biasDavid Einhorn's Greenlight Capital funds returned 5.9% in the third quarter of 2020, compared to a gain of 8.9% for the S&P 500 in the same period. This year has been particularly challenging for value investors. Growth stocks have surged as value has struggled. For Greenlight, one of Wall Street's most established value-focused investment funds, Read More


 

 

 

 

So you want to be a stock picker: The Agony and the Estacsy of Stock Picking An article on the dangers of concentration.

The above article should be a sobering reminder of how difficult it is to choose exceptional stocks.   Remember when reading about great compounding machines like Wal-Mart in its early days (1970 to 1999) that you must take into account survivorship and hindsight bias.

Picking Stocks and 100 to 1

Wal-Mart 50 Year Chart_SRC

Motilal_Oswal_Wealth_Creation_Study_2009_2014

Ben Graham and the Growth Investor_011415 final

MTY Food Group 100 bagger analysis

100Baggers

Good luck hunting!

How central bank intervention will end: BADLY!

http://www.cnbc.com/2016/03/02/druckenmiller-economy-wont-hit-escape-velocity.html

Good luck hunting!