WB: The products/services with wide sustainable moats around them are the ones that deliver rewards to investors. http://pic.twitter.com/p4ojFhLBAJ
— Hurricane Capital (@HurriCap) August 6, 2016
Thanks John @manualofideas for the book! A top read! http://pic.twitter.com/JorDXfiKwB
— Nathaniel Davis (@davis_nathaniel) August 1, 2016
Charlie Munger: “And it's a very beguiling idea. If I were a young man, I might actually go into it.“ #CharlieMunger http://pic.twitter.com/wrTmcNlONR
— Hurricane Capital (@HurriCap) July 30, 2016
Rare Phil Fisher interview from 1987 when he was 80 years old https://t.co/AsEtQh5nYp http://pic.twitter.com/yiUB0gO16C
— MicroCapClub (@iancassel) July 30, 2016
@jvembuna His interview with @manualofideas is another gem. I read it every once in a while. https://t.co/5sHbT8ZLZ7
— Jay Mehta (@JayMehta1504) July 31, 2016
Peter Thiel on the Characteristics of Competitive Advantages #competition #moats #business #analysis #startups http://pic.twitter.com/XQLj9c9s6R
— Hurricane Capital (@HurriCap) July 28, 2016
Comparison of Buffett and Welch management styles from The Outsiders. http://pic.twitter.com/QHIRUdUR54
— The Rational Walk (@rationalwalk) July 27, 2016
Howard Marks on Efficient Markets: http://pic.twitter.com/yaTy0omur7
— Devin Haran (@DevinHaran) July 26, 2016
No one is happy but progress continues nonetheless https://t.co/DLW2Y9488c http://pic.twitter.com/juH7BEVVgk
— Ben Carlson (@awealthofcs) July 25, 2016
Interview With Samir Patel, Founder Of Askeladden Capital https://t.co/sxmc9HhIuw http://pic.twitter.com/pS5zJFKlsM
— Uncovering Value (@stockthoughts81) July 25, 2016
Benjamin Graham on Earning Power (The Interpretation of Financial Statements) #BenjaminGraham #earnings http://pic.twitter.com/RaImuezFA3
— Hurricane Capital (@HurriCap) July 19, 2016
Key value drivers for banks:
(alt. title: Why I Don't Do Banks) http://pic.twitter.com/xFKqv7TeiL
— Noon Six Capital (@NoonSixCap) July 18, 2016
Geopolitical events don't always have the market impact you would assume https://t.co/cmeQLOqybL via @michaelbatnick http://pic.twitter.com/NqHACd3YlM
— Ben Carlson (@awealthofcs) July 18, 2016
Seth Klarman: Margin of Safety is “not a book about investing, but a book about thinking about investing.” http://pic.twitter.com/hNNJjGBIdS
— Hurricane Capital (@HurriCap) July 17, 2016
For anyone who wants to understand $FCAU and $EXO this a must read. Thanks @GWInvestors for the recommendation! http://pic.twitter.com/rO7g2gcI4q
— Gianluca Ferrari (@gnlc_ferrari) July 16, 2016
"A Guide to Reading for Investors"
courtesy: @safalniveshak #ReadingSpectrumhttps://t.co/vV6MHhDLxO http://pic.twitter.com/L8BNidWoed
— Investbooks (@investbooks) July 16, 2016
Overconfidence bias >> The least competent are often the most confident (Think Twice by MM) #overconfidence http://pic.twitter.com/k6ye2J7zxu
— Hurricane Capital (@HurriCap) July 10, 2016
Howard Marks on Probability, Outcomes & Normal Distributions: http://pic.twitter.com/woUiZK2Tuj
— Devin Haran (@DevinHaran) July 10, 2016
Interview with Pat Dorsey on Moats @manualofideas https://t.co/h6rVyAOEzP
— Investbooks (@investbooks) July 11, 2016
Do you yearn to defend your own beliefs?Or do you yearn to see the world as clearly as you possibly can?-Julia Galef http://pic.twitter.com/og0sesBmEP
— Anand (@anand1383) July 9, 2016
Howard Marks on psychology: ”The discipline that is most important is not accounting or economics, but psychology.” http://pic.twitter.com/dNUMUvQwyl
— Hurricane Capital (@HurriCap) July 7, 2016
Spending the day reading old @manualofideas interviews – Van den Berg, Russo, Eveillard, Yacktman, Gayner, Sarbit, etc. – so much wisdom
— Joseph Weidenburner (@JRWFin) July 7, 2016
Be humble. http://pic.twitter.com/S1ZQ7hbW71
— Adam Welch (@WelchCapital) July 4, 2016
A Portrait of the Overperforming Salesperson https://t.co/u8N3ZHY6Ob
— Abdulaziz Alnaim (@alnaimaa) July 4, 2016
Damodaran on Price vs Value:
"I have never felt the urge to explain what some other person paid": http://pic.twitter.com/CNoyXkQC00— Devin Haran (@DevinHaran) July 1, 2016
Are you a #valueinvesting nerd?Chuck Akre opens up about his process here https://t.co/ZySNJrgZx1 @JMihaljevic @manualofideas @Jae_Jun
— Colin Murray, CFP® (@colindmurray) June 30, 2016
Currently reading Mauboussin's Think Twice. Here a table about the value of experts. #think #decision #experts http://pic.twitter.com/q71hmSaTms
— Hurricane Capital (@HurriCap) June 29, 2016
Ted Weschler: Newspapers and why they are relevant to investing https://t.co/TTClCQQEv7 #TedWeschler #Berkshire http://pic.twitter.com/irEnvE45TM
— Hurricane Capital (@HurriCap) June 28, 2016
From Barron's, 6/27 issue, pg. 32 — thanks for the heads-up, Hewitt Heiserman! http://pic.twitter.com/KNDAII5Yby
— The Manual of Ideas (@manualofideas) June 25, 2016
Truly honored and humbled to be able to share this interview I gave to @manualofideas https://t.co/fowSQiupoH
— Joseph Weidenburner (@JRWFin) June 23, 2016
Tree of Valuation Methodologies (Source: the Valuation Handbook) #valuation #investing #valueinvesting http://pic.twitter.com/EEFodL0IMy
— Hurricane Capital (@HurriCap) June 23, 2016
Charlie Munger: Democracy, Taxes, and Egalitarian Instincts #CharlieMunger http://pic.twitter.com/s5rx17utNL
— Hurricane Capital (@HurriCap) June 23, 2016
Howard Marks on 'Worst Case Scenarios': http://pic.twitter.com/OM9lok39CC
— Devin Haran (@DevinHaran) June 23, 2016
Operating Leverage: A Framework for Anticipating Changes in Earnings by @mjmauboussin https://t.co/wKDC4kZhJ6 http://pic.twitter.com/6y97mRdKv5
— CS Research (@csresearch) June 20, 2016
Warren Buffett: the Earnings Management Leeway I Have as a CEO is Enormous (The Buffett Essays Symposium) #Buffett http://pic.twitter.com/eWpGCYICk9
— Hurricane Capital (@HurriCap) June 20, 2016
Out now: The Behavioral Economics Guide 2016 (with an intro by Gerd Gigerenzer). Free at https://t.co/ESj1QIwNXn http://pic.twitter.com/dImthRUJzb
— The BE Hub (@behavecondotcom) June 15, 2016
Warren Buffett on the three questions to answer to get a sense of the maximum value of a business #valuation http://pic.twitter.com/1Dtq4wzMzk
— Hurricane Capital (@HurriCap) June 18, 2016
"Bring a Sharp Pencil and Leave Your Emotions Home" (Meryl Witmer – Columbia's 22nd Graham & Dodd Bfast) #GoodAdvice http://pic.twitter.com/p1rClWTGPM
— GrahamAndDoddsville (@GnDsville) June 17, 2016
What does a PE multiple mean? https://t.co/incFVMw0x3. Fantastic study by Michael Mauboussin. Found this gem from https://t.co/ugL9SPsIPE.
— Jana Vembunarayanan (@jvembuna) June 15, 2016
Henry Kravis: "I sort of liked it when it was just us." #quotes #KKR #Bloomberg http://pic.twitter.com/DHNqX2B1cw
— Hurricane Capital (@HurriCap) June 14, 2016
Q&A With Henry Kravis on 40 Years of Creating and Re-Creating KKR #KKR #privateequity #investing #Bloomberg https://t.co/INcklSMJz5
— Hurricane Capital (@HurriCap) June 14, 2016
Michael Mauboussin on the single greatest error he has observed among investors. http://pic.twitter.com/El37Oj8nok
— Irrelevant Investor (@michaelbatnick) June 14, 2016
Finding a few misplaced bets (a story on discovering the market) https://t.co/qmzkMMPRvL http://pic.twitter.com/SzRFxkPoVc
— Uncovering Value (@stockthoughts81) June 14, 2016
Revisit highlights in old books; can feel like new. Good passage from @GSpier on ditching what you think you know: http://pic.twitter.com/BXFTKGscRt
— Ed Borgato (@EdBorgato) June 13, 2016
Hahahahahah @ReformedBroker this is awesome. http://pic.twitter.com/MB7MzZT7zT
— Corey Field (@cfield23) June 10, 2016
Phil Knight at 78 is more optimistic than scores of people like us in their 20s and 30s!
Shoe Dog. Brilliant book! http://pic.twitter.com/GcrL13sV2e
— Arpit Ranka (@arpitranka) June 8, 2016
The secret of finding investment ideas can be summarized in one word : READ http://pic.twitter.com/9hU1iYPiNf
— Dr. Danton Qu (@DantonQu) June 6, 2016
Uses and Misuses of Ben Graham–Style Investing – June AAII Journal https://t.co/RMoe9lUgY6 H/T @manualofideas http://pic.twitter.com/G3r1XWF81I
— Charles Rotblut, CFA (@CharlesRAAII) June 6, 2016
This is Brilliant. Says it all. http://pic.twitter.com/JWntgtwYRc
— Hemang Shah (@stoictalk) June 6, 2016
"Figure out what a business is worth, and pay a lot less." —Joel Greenblatt https://t.co/f0aner37F1 #Greenblatt http://pic.twitter.com/SoMSKMs2sk
— Hurricane Capital (@HurriCap) June 5, 2016
John Malone: “Always analyze the downside and structure everything so that you live to fight another day.” https://t.co/Q3GqOK9sZD #quote
— Hurricane Capital (@HurriCap) June 5, 2016
Benjamin Graham daughter about his father. Source: The Einstein of Money. #valueinvesting http://pic.twitter.com/hOcKFlJeMu
— Ezra Crangle (@EzraCrangle) June 5, 2016
Here’s your Templeton classic @morgan_03! http://pic.twitter.com/F1tKSPnaBe
— (Plan Maestro) (@PlanMaestro) June 2, 2016
The Value Conservation Principle: http://pic.twitter.com/quBImOLBU1
— Devin Haran (@DevinHaran) June 2, 2016
Performance and Health Metrics: Intrinsic Value Drivers (Source: Value, McKinsey) #intrinsicvalue #ROIC http://pic.twitter.com/wghDndLiyv
— Hurricane Capital (@HurriCap) June 2, 2016
Punishment, Valeant style http://pic.twitter.com/CLuaiofUhQ
— Abdulaziz Alnaim (@alnaimaa) June 1, 2016
Mind blowing presentation – Investing By Design: https://t.co/hc4vzJLhZc
— Jana Vembunarayanan (@jvembuna) May 29, 2016
"It is as if the Pope converted to Islam". What a wickedly hilarious paragraph in @nntaleb's Fooled by Randomness http://pic.twitter.com/zG0nBdumCT
— Utsav Mitra (@UtsavMitra) May 29, 2016
FORBES | Advice From The World's Top Market Minds: The Best Investment Advice Of All Time #Forbes #Buffett #Icahn https://t.co/6JSd6Bkwmu
— Hurricane Capital (@HurriCap) May 27, 2016
Free book: Risk, Uncertainty and Profit, by Frank H. Knight https://t.co/JSXqbjip8X #risk #uncertainty #Mises http://pic.twitter.com/vi9NbGO37B
— Hurricane Capital (@HurriCap) May 27, 2016
Thanks Shai! @manualofideas Video clip on topics as it pertained to my former profession, drawing value parallels https://t.co/UOICwb24G9
— Sententia Capital (@SententiaCap) May 27, 2016
Even the *possibility* of short-selling tends to keep corporate managers more honest https://t.co/XwA3MYCvYp http://pic.twitter.com/aoobROzfaS
— Jason Zweig (@jasonzweigwsj) May 25, 2016
More cleaning up. Lawrence Durrell on economics. http://pic.twitter.com/wgRRgviI7j
— Emanuel Derman (@EmanuelDerman) May 24, 2016
The primary threats to sustainable earnings power: https://t.co/Kq4Uyynlok http://pic.twitter.com/j3apBLBj5q
— Devin Haran (@DevinHaran) May 25, 2016
Interview with Bruce Greenwald (Oct. 2013) https://t.co/E7PJ11cNVm http://pic.twitter.com/3yFCeYhXEc
— Uncovering Value (@stockthoughts81) May 25, 2016
Thoughts on position sizing from various value investors https://t.co/weJgeuAysX http://pic.twitter.com/TkfrfLRdeD
— Uncovering Value (@stockthoughts81) May 23, 2016
"Those only are happy who have their minds fixed on some object other than their own happiness" — John Stuart Mill
— Jesse Livermore (@Jesse_Livermore) May 21, 2016
This is clever.
Someone has curated Internet content into specific topics and printed it out. http://pic.twitter.com/iCP9oRyoSC— Christian Payne (@Documentally) May 21, 2016
If 100 people lived on earth [a must watch video] http://pic.twitter.com/DU26hATDEr
— Vala Afshar (@ValaAfshar) May 19, 2016
Interesting philosophical Q for management. WB's view: wrong/undesirable for your stock to be > intrinsic value. http://pic.twitter.com/kJdoDVk8Wx
— Ed Borgato (@EdBorgato) May 19, 2016
What Distinguishes Top-Performing Investors?: (@mjmauboussin ) http://pic.twitter.com/oGzsIDW8XB
— Devin Haran (@DevinHaran) May 19, 2016
James Montier: how to fight confirmation bias http://pic.twitter.com/G8BnCY7iVC
— Adam Welch (@WelchCapital) May 18, 2016
Good reminder http://pic.twitter.com/ya0l7mKq7J
— Intrinsic Investing (@IntrinsicInv) May 18, 2016
Average holding period for a stock on the NYSE (years) #NYSE #stocks #hedgefund #WallStreet #trading #investing http://pic.twitter.com/BBclKVZMse
— Hurricane Capital (@HurriCap) May 17, 2016
Base rates: Historical values of key financial ratios http://pic.twitter.com/QDYLb94JkZ
— Hurricane Capital (@HurriCap) May 17, 2016
"So that morning in 1962 i told myself: Let everyone else call your idea crazy..just keep going." Phil Knight, Nike http://pic.twitter.com/k4KNQg55th
— MicroCapClub (@iancassel) May 16, 2016
Good stuff from Paul Singer via @ReformedBroker http://pic.twitter.com/eYBRaPnauh
— Ben Carlson (@awealthofcs) May 16, 2016
So so good, by @Chris_arnade https://t.co/xz5vx0QOoK http://pic.twitter.com/wTnn0CdTac
— Patrick OShaughnessy (@millennial_inv) May 15, 2016
we find both these type of investors everywhere around ! I think we are one amongst them http://pic.twitter.com/Hvm4v5gcnW
— Ragavendhra perumall (@ragavfiducia) May 15, 2016
Buffett Partnership vs. Typical Hedge Fund Fee Structure https://t.co/cgOWkS7AY0 #WarrenBuffett #HedgeFund http://pic.twitter.com/PyiuhkkhqP
— Hurricane Capital (@HurriCap) May 13, 2016
Just finished reading this book. I highly recommend it. http://pic.twitter.com/xIWa4LFFoL
— Booth-Laird (@BoothLaird) May 13, 2016
Warren Buffett on retail: http://pic.twitter.com/5k3s3DPYm6
— Barry Schwartz (@BarrySchwartzBW) May 13, 2016
Calvin would do great on the financial news shows. http://pic.twitter.com/lP2fyqLQte
— Intrinsic Investing (@IntrinsicInv) May 11, 2016
Abou Ben Graham intellectualism. The Einstein of Money. Great bio. http://pic.twitter.com/tfH56v8DoA
— Ezra Crangle (@EzraCrangle) May 11, 2016
GMO Q1 2016 letter.https://t.co/15VyleWiHS http://pic.twitter.com/y0iRHcdthw
— Ivan Maljkovic (@ivan_brussels) May 10, 2016
What’s been the most difficult part of being a deep #valueinvestor? @Greenbackd answer http://pic.twitter.com/kHemNqKzbx
— Ezra Crangle (@EzraCrangle) May 10, 2016
Karl Popper: What Makes a Theory Scientific https://t.co/LctuqAgemn via @farnamstreet http://pic.twitter.com/v6o1Tsu4rw
— Uncovering Value (@stockthoughts81) May 10, 2016
When I read new posts from @Jesse_Livermore, I feel equal parts enthralled and personally inadequate. Great one here https://t.co/RXCo1rQaRH
— Patrick OShaughnessy (@millennial_inv) May 9, 2016
The Six Buckets of Wordly Wisdom (HT @farnamstreet) https://t.co/4I5O2EyErT #CharlieMunger #wisdom #FarnamStreet http://pic.twitter.com/UksvEVLnKu
— Hurricane Capital (@HurriCap) May 8, 2016
Jim Chanos' six investment categories: “…a lot of our ideas fit certain broad themes.“ https://t.co/fCqGLVnQZu http://pic.twitter.com/AIThfxkJhj
— Hurricane Capital (@HurriCap) May 7, 2016
The writing style of Dear Chairman is really great http://pic.twitter.com/IwOOIHVho9
— Patrick OShaughnessy (@millennial_inv) May 8, 2016
Temperament is more important than IQ https://t.co/oFbdb8JHab http://pic.twitter.com/xV0sia2QkC
— Farnam Street Bot (@farnamstreetbot) May 7, 2016
1980, John Train's Money Masters. Really enjoying this… though I feel like we're at the other end of the pendulum. http://pic.twitter.com/kGYgoOPtSG
— Christian Ryther (@CurreenCR) May 6, 2016
Other People's Money: BRK, Float and Deferred Taxes (Forbes 1996): http://pic.twitter.com/kqOLpjOibB
— Devin Haran (@DevinHaran) May 5, 2016
Bruce Berkowitz on WFC (Nov. 1992) https://t.co/ydW6Qcaeuw http://pic.twitter.com/YGNqUntVVf
— Uncovering Value (@stockthoughts81) May 5, 2016
Illustrative Stock Selection Framework from @manualofideas #investing #valueinvesting #stocks #assets #earnings http://pic.twitter.com/LijbAgBIeP
— Hurricane Capital (@HurriCap) May 5, 2016
Seth Klarman on Liquidations (from The Manual of Ideas book) @manualofideas #SethKlarman #liquidations http://pic.twitter.com/pvi44AJREz
— Hurricane Capital (@HurriCap) May 5, 2016
New Post! Summary of book Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors – https://t.co/5Vo30fa704
— Jason Bond (@bondj008) May 4, 2016
Markel 2016 Brunch notes HT @Kevin_Holloway >>> https://t.co/Yc8V6fInpd
— Bluegrass Capital (@BluegrassCap) May 4, 2016
While on a hike in the spring of '07, Bill Ackman advised a trail guide to dump his MBIA stock. http://pic.twitter.com/XhVP9AJJKd
— Adam Welch (@WelchCapital) May 3, 2016