Johnny Hopkins

VALUE: After Hours (S06 E10): In their latest episode Taylor, Carlisle, and Bloomstran discussed Market Frothiness: A 2021-Like Bubble You can watch the entire discussion here: wp.me/p6e1GE-bdO

The One Stock That Superinvestors Are Dumping: Is It Time to Sell? To find out which stock superinvestors are dumping, click here: wp.me/p6e1GE-bdB

In his latest 2023 Annual Letter, Francois Rochon explains why trying to time the market is a futile exercise for investors. wp.me/p6e1GE-beO

In his 2016 Berkshire Hathaway Annual Letter, Warren Buffett discussed his belief that the company's normalized earning power per share will increase over time, despite fluctuations in actual earnings due to economic downturns or industry-specific events. wp.me/p6e1GE-beS

VALUE: After Hours (S06 E10): Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China You can watch the entire discussion here: wp.me/p6e1GE-bdD

Warren Buffett – Top 10 Holdings – Latest 13F You can find all of his top 10 holdings here: wp.me/p6e1GE-bdo

In his 1997 Berkshire Hathaway Annual Letter, Warren Buffett recommends investors shouldn't get overly excited about strong performance during bull markets (periods of rising stock prices). Here's an excerpt from the letter: wp.me/p6e1GE-bek

During his latest 2024 Fundsmith Annual Meeting, Terry Smith argues that there's nothing new under the sun, using movies and stock market trends as examples. Here's an excerpt from the meeting: wp.me/p6e1GE-beo

VALUE: After Hours (S06 E09): During their recent episode Carlisle and Treussard discussed Test Your Investment Beliefs You can watch the entire discussion here: wp.me/p6e1GE-bcp

The One Stock That Superinvestors Are Dumping: Is It Time to Sell? To find out which stock superinvestors are dumping, click here: wp.me/p6e1GE-bbY

In his latest 2023 Annual Report, Prem Watsa discussed the tech-heavy NASDAQ significantly outperformed in 2023 and early 2024, raising concerns about a bubble. Here's an excerpt from the letter: wp.me/p6e1GE-bd1

In his 1986 Berkshire Hathaway Annual Letter, Warren Buffett discusses his strategy which involves being cautious during periods of excessive optimism and taking advantage of opportunities when fear is prevalent. Here's an excerpt from the letter: wp.me/p6e1GE-bd5

VALUE: After Hours (S06 E09): During their recent episode Carlisle and Treussard discussed New Cold War, New Risks: Why AI Stocks Might Be Overlooking Geopolitics You can watch the entire discussion here: wp.me/p6e1GE-bco

The Undervalued Stock That Superinvestors Are Loading Up On To find out which stock superinvestors are loading up on, click here: wp.me/p6e1GE-bbU

In his recent interview with The Money Maze Podcast, David Einhorn discussed the shift in his value investing strategy to take advantage of changes in the investment environment. Here's an excerpt from the interview: wp.me/p6e1GE-bcR

In his latest article titled The Great Paradox of the U.S Market, Jeremy Grantham discusses the investment bubble in AI. Here’s an excerpt from the article: wp.me/p6e1GE-bcU

VALUE: After Hours (S06 E09): Economist Jonathan Treussard on Risk Management, Black Swans and MBS You can watch the entire discussion here: wp.me/p6e1GE-bcg

Howard Marks – Top 10 Holdings – Latest 13F You can find all of his top 10 holdings here: wp.me/p6e1GE-bbS

Despite a difficult year for value in 2023, Asness believes the opportunity remains attractive due to the high magnitude of the difference between high and low multiple stocks. Here's an excerpt from the interview: wp.me/p6e1GE-bcH

In his 2018 Berkshire Hathaway Annual Letter, Warren Buffett is critical of the way some on Wall Street present financial data, specifically earnings, in a way that inflates their true value. Here's an excerpt from the letter: wp.me/p6e1GE-bcM