76 Tips about Activism

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Back in the late 1990s we invested in a few too many “concept” stocks – earlier stage companies with developing technologies where the stories...
People suffer from an illusion of control, that even if things do go wrong, they'll be able to sort them out. A lot of the modern risk-management...
Investors shouldn’t underestimate the importance of keeping balance in their lives. Sometimes going for a walk or meeting a friend for lunch when...
One mistake we’ve made more than we’d like is sticking with great niche companies that get bored and start to make acquisitions around the...
A bubble is a logical impossibility, when people are investing on a premise that not only won’t happen, it can’t happen. The tech bubble in 2000...
Tags: activism, bubble
Value managers on their own can too easily make big, dumb mistakes. Because you’re stubborn, you’re apt to overlook the warning bell that should...
The single biggest thing people do wrong is to believe there is a single right way to invest, like it’s handed down from God. Things trade at...
I will say that I have in the past fallen into what I call “time traps,” where I’ve spent too much time trying to resolve problem investments....
It’s hard to get away from truisms and clichés, but things that appear too good to be true – investments or otherwise – usually are. The market...
There’s no question confidence in one’s abilities is a prerequisite to successful investing. To commit your own and others’ hard-earned capital...
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