Learning From Podcasts

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This article was originally published on MastersInvest.com.   “Nothing has served me better in my long life than continuous learning.” Charlie Munger If there is one common trait that links the world’s greatest investors, it’s a desire to learn. And to keep learning. When I was younger, the available learning sources were much fewer than we… Read More

Free Course on America’s Great Depression

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One way to become a better investor and informed citizen is to study history.   an old pro gives advice: “Learn history!” Joe Rosenberg (JR), Investment Officer at Loews 2017 L_Letter-to-Shareholders shouts. My favorite book to recommend is The True Believer: Thoughts on the Nature of Mass Movements by Eric Hoffer.  CSInvesting seconds this recommendation.  Review: The… Read More

Applied Materials Supplies Over 25% Upside

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This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! Broad market leadership, industry-leading R&D, and healthy margins have Applied Materials favorably positioned. Entrenched customer relationships provide a significant competitive advantage and bolster growth prospects. Current trading levels suggest over 25% upside and provide the necessary margin of safety… Read More

Musk Undervalues Tesla At $420

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Greetings! It’s been quite the week. God, You’re All So Dumb! Perhaps you’ve experienced it at some point. A new guy joins a firm and has all the answers. To him it’s amazing how EVERYONE before him was such a dunce. And so, like a dog peeing on a tree, he proceeds to change things… Read More

Investors are desperately trying to cut through the glut of information in search of meaning and…

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Investors are desperately trying to cut through the glut of information in search of meaning and knowledge. What are they reading now, and how? The following article was originally published in “What I Learned This Week” on August 9, 2018. To learn more about 13D’s investment research, please visit our website. Concerns about information overload are as… Read More

Let’s Get Geophysical

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To read the rest of this article, you’ll need to sign up to Insider, our subscription service taking you “backstage” in the world of asymmetric investing & money management. As well as ongoing market commentary, members get specific trade recommendations from Chris MacIntosh & Co. on opportunities where the target return is often 1000%+. LEARN MORE HERE If you’re an… Read More

Fleckenstein Capital: Daily Market Summary

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The free preview lets you access all content over a year old – the Market Rap from one year ago today is posted below. Subscribers get full access to premium site content such as the Market Rap and daily Q&A, with the opportunity to “Ask Fleck” your own questions. Learn more about Bill and what’s… Read More

Your Guide to The Berkshire Hathaway Shareholder Meeting

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This post is brought to you by Finbox.io. Sign up for your completely FREE trial today! For three days in early May, over 40,000 investors and spectators will flock to the city of Omaha Nebraska to attend what many call the “Woodstock for Capitalist.” The annual Berkshire Hathaway Inc (NYSE: BRK.A) Shareholder meeting attracts crowds… Read More

A Recession by 2020?

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The current situation with the proposed tariffs between China and the US is somewhere in between a trade war and negotiation tactics. We’ll call it a “trade battle” because we don’t know what the end game of this war of words and proposals will lead to. Both sides are dependent on one another; since their… Read More

An “Earnings Driven” Meme

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“A meme (/ˈmiːm/ MEEM) is an idea, behavior, or style that spreads from person to person within a culture – often with the aim of conveying a particular phenomenon, theme, or meaning represented by the meme. A meme acts as a unit for carrying cultural ideas, symbols, or practices, that can be transmitted from one mind to another… Read More

The Bridgewater Culture and “Principles” of Ray Dalio

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Westport, Connecticut-based Bridgewater Associates, the largest hedge fund firm in the world, was one of the first to “embrace quantitative analysis,” according to a recent article in The New York Times that  delves into the idiosyncrasies of the Bridgewater culture—both positive and negative—on what it terms a “rigid and sometimes oppressive work environment.” The article… Read More

How I Became a Gold-Bug

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My father was Hugo Salinas Rocha -“Salinas” was his father’s surname, and “Rocha” was his mother’s surname; the custom of using both parents’ surnames is universal in Latin America. Father was a successful merchant in Mexico City, and in the 1930’s he ran a store in downtown Mexico City. The store belonged to a company… Read More