Videos of Investors

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
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
Learning from John Templeton, with Martin Cobb of Franklin Templeton Investments
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
Words of Wisdom and Advice, with Jeffrey Auxier, CEO, Auxier Asset Management
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
Richard Oldfield on Why Investors Should Care About Japan
Perception Versus Reality of Investing in Japan, with Howard Smith of Indus Capital Partners
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
How to Benefit from Holding Company Discounts in Korea, with Chan Lee and Albert Yong of Petra Capital Management (Excerpt)
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
How to Invest in Asset-Rich Companies in Asia: Melvin Tan on Wing Tai (Singapore: WINGT)
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
Insights into Accounting Pitfalls at Asian Companies, with Singapore-Based Value Investor KB Kee
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
Isaac Schwartz on the Biggest Mistakes Investors Make in Asia (and How to Avoid Them)
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
Zeke Ashton on How Michael Burry’s Advice Helped Him Become a Better Investor
How to Choose the Right Investment Partner, with Philippe Weissberg of Madison Capital
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
Why “Replication Risk” Should Be on Your Investment Checklist – Stephen Masri of Merrill Lynch
What Are the Keys to Successful Investing, with Michael Lipper of Lipper Advisory
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