76 Tips about Activism

1 2 3 ... 6 7 8
5 Mistakes of judgment are the toughest to learn from, because each one is different. There were a lot of ways to look at the mistake of buying...
This is a core message of Benjamin Graham’s: A stock price matters at any given time only in relation to the value of the company behind it. Staying...
People who are in a good mood are more inclined to try learning new skills, to see things in a broader context, to think of creative solutions to...
Around 1982 it hit me that there were a lot of lousy stocks in my portfolio and I started wondering why. While it sounds like an obvious conclusion...
You have to be willing to double down when you invest in the types of companies we invest in, where things often get worse before they get better. But...
Becoming a better investor has always struck me as a process of self-education – you read everything you can and learn through trial and error. My...
Much of the activism you see today is “buy shares today and tomorrow throw a hissy fit.” The focus is on shortening time horizons by being your...
We are big fans of fear, and in investing it is clearly better to be scared than sorry.
Changing an investment style to the latest fad produces the same result as changing lanes during rush-hour traffic jams: You increase the risk of an...
If one is wrong in judging a company to have a sustainable competitive advantage, the investment results can be disastrous.
1 2 3 ... 6 7 8