Marathon Asset Management: Value And Growth (2013)Johnny Hopkins

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The book Capital Returns, edited by Edward Chancellor, provides a great collection of essays from Marathon Asset Management – some of which were written by the elusive investing legend Nicholas Sleep. With the recent release of Howard Marks’ memo titled – Something of Value, one of the essays titled – Value And Growth from 2013 seems… Read More

Bitcoin Death Signal?: What the U.K. and HSBC Clampdown Really Means for the CryptocurrencyStansberry Research

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HSBC, the largest bank in the U.K, will no longer be transacting with cryptocurrency exchanges; it will neither process crypto payments nor allow wallet-to-bank transfers. The news follows the country’s Financial Conduct Authority issuing a warning to avoid cryptos, noting that investors could lose all their money. Our Daniela Cambone speaks with industry insider Vince… Read More

Wow, That Was Fast…

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Over the years, the big tech companies have made enormous amounts of money by monetizing discussions about politics.  But now that Twitter and Facebook have silenced President Trump and have deeply alienated large portions of their user bases, their stock prices are tumbling.  I figured that this would happen, but I didn’t anticipate that it… Read More

Bill Nygren: Strong Opinions Weakly HeldJohnny Hopkins

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In his recent Q4 2020 Market Commentary, Bill Nygren discussed his review of 2020, the rise of Barstool Sports’ Dave Portnoy as the new market guru, his sum-of-the-parts valuation of Facebook, and how value investors can benefit from ‘strong opinions weakly held’. Here’s an excerpt from the commentary: Unlike many value investors, I believe I… Read More

(Ep.97) The Acquirers Podcast: Andrew Walker – Special Ops: SPACS, Dropbox, Transitioning From Small And Micro Deep Value To CompoundersJohnny Hopkins

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[embedded content] [embedded content] In this episode of The Acquirers Podcast Tobias chats with Andrew Walker, Portfolio Manager at Rangeley Capital. During the interview Andrew provided some great insights into: Great Opportunities In SPACs Why #neversell Is Cyclical $DBX And That #2 Idea History Rhymes: $FB attacks $MTCH / $ANGI $IAC & $MTCH Special Ops… Read More

‘What Were You Thinking?’ Part Tresjessefelder

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“What were you thinking?” That is the rhetorical question Scott McNeely, CEO of SunMicrosystems, asked of investors paying a “ridiculous” ten times revenues for his stock at the height of the Dotcom Mania. The incredulity in his voice is amplified by the benefit of hindsight as McNeely gave the interview this quote was taken from… Read More