Today we’re due for our “Idea of the Month” pick — but I also should quickly let you know that I personally added some more to my Lancashire Holdings position this week when it tripped a buy order that had been in place for a while. I wrote more about Lancashire in my insurance-themed “idea […]
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I always get a lot of food for thought when I go to the Value Investing Congress, so I’ve got a teaser solution and some updates for your Friday File enjoyment but I thought I’d start with some musing about the Congress ideas that percolated to the top for me on the train ride home… […]
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Eriksen had some interesting thoughts about small cap investing in the pre-conference workshop, and has a very solid record with his small fund… the last two ideas he has […]
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Twist Bioscience (TWST) transcript is here: https://m.riskhedge.com/hypergrowth-america-transcript...
Becareful with all these subscription services recommending to you what stocks to buy. I have tried so many of it such a...
Can anyone share their thoughts on the value of this for $2497 for a year?...
Yep, covered that one here in June: https://www.stockgumshoe.com/reviews/disruption-investor/riskhedges-next-big-thing-t...
Hi I just watched the presentation I guess, his numbers can be very impressive right now if he purchased all 3 months ag...