Value Investing World $7 / month

Value Investing World is a curated selection of multidisciplinary insights focused on investing, business strategies, and personal growth. It emphasizes value investing principles, risk management, and learning from both successful and adverse outcomes. The content includes analyses of market dynamics, investor behaviors, and advice from industry veterans like Charlie Munger and Warren Buffet.

Value Investing Business Strategy Risk Management Market Analysis Investor Behavior Life Lessons Innovative Projects Corporate Governance

The hottest Substack posts of Value Investing World

And their main takeaways

Links - 01/17/2024

452 implied HN points • 18 Jan 24
💰 Finance Investing Stocks Market News
  1. Value investing involves envisioning the future and solving puzzles to make successful investments.
  2. Haslam family sells remaining shares of Pilot Travel Centers to Berkshire Hathaway.
  3. Watch Nassim Nicholas Taleb speaking at Science and Business Days 2023 on video.

Links - 01/09/2024

452 implied HN points • 10 Jan 24
💰 Finance Investing Stocks Podcasts Value investing
  1. In times of easy money, people tend to take risky investments over maintaining high standards.
  2. Choosing to abstain from risky investments and herd behavior requires uncommon strength.
  3. Check out valuable investment insights from sources like Howard Marks, Boyar Research, Mohnish Pabrai, and Fundsmith's annual letter.

Links - 01/15/2024

373 implied HN points • 16 Jan 24
💰 Finance Investing Stocks Podcasts Business Strategy
  1. Investors need a margin of safety when investing in securities to account for human error and market volatility.
  2. Various podcasts and videos are available covering topics like top stocks for 2024, business strategies, and lessons from investors.
  3. Continuously learning and staying informed is crucial in making wise decisions, as wisdom doesn't come by chance.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

Links - 02/06/2024

157 implied HN points • 06 Feb 24
💰 Finance Investing
  1. Value investing involves buying great businesses at average prices, not just buying any business at a low ratio.
  2. Not all businesses trading at low multiples are considered value stocks; some may be truly inferior.
  3. Consider exploring various valuable content shared by Joe Koster and other experts in the field.

Links - 01/30/2024

176 implied HN points • 31 Jan 24
💰 Finance Investing
  1. Big profits often come from investments made in tough times.
  2. Consider reading interviews and annual reports for valuable insights.
  3. You can get 7-day free access to full post archives by subscribing.

Links - 02/10/2024

117 implied HN points • 10 Feb 24
💰 Finance Investing Stocks
  1. Having a long attention span and moderate obsession can lead to good results, even if you're reasonably smart.
  2. Learn from successful individuals through resources like videos, podcasts, and fireside chats.
  3. Consider exploring different perspectives on investing, behavioral biases, and market trends to broaden your knowledge.

Links - 01/11/2024

98 implied HN points • 11 Jan 24
💰 Finance Investing
  1. Invest based on bottom-up analysis of companies, not macro forecasts.
  2. Have opinions on the macro, but don't bet clients' money on them.
  3. Be aware of current macro conditions when making investment decisions.

Links - 02/01/2024

58 implied HN points • 02 Feb 24
💰 Finance Investing
  1. Investors should prioritize targeting downside risk over focusing on potential returns.
  2. Treasury bills are considered to be the closest thing to a risk-less investment.
  3. Consider targeting risk rather than a desired rate of return when making investment decisions.

Links - 10/18/2023

196 implied HN points • 18 Oct 23
💰 Finance Investing Economics Technology
  1. Berkshire Hathaway doesn't have a set strategy, they react to opportunities
  2. Read articles by Paul Graham, James Montier, and Ben Thompson
  3. Subscribe to Value Investing World for access to full post archives and a 7-day free trial

Links - 09/14/2023

255 implied HN points • 14 Sep 23
💰 Finance Investing Stocks Research Books
  1. For value investors, price declines can mean more attractive pricing due to higher yields.
  2. High turnover portfolios can have costs due to bid-ask spreads.
  3. Spinoffs have underperformed but can still be profitable.

Links - 01/25/2024

58 implied HN points • 25 Jan 24
💰 Finance Investing Podcasts Books Leadership Economics
  1. Value investors focus on determining a fair price for a business based on its potential future earnings.
  2. Listening to the insights of the team members can lead to valuable improvements in processes.
  3. Encouraging people to have fun while carrying out tasks can lead to lasting change and improved outcomes.

Links - 02/07/2024

39 implied HN points • 08 Feb 24
💰 Finance Investing
  1. Quality of investment decisions should be evaluated relative to the amount of risk taken.
  2. Risk cannot be fully measured and is not based on popular opinion at a given moment.
  3. Short-term returns alone do not indicate the true success of an investment strategy.

Links - 09/07/2023

216 implied HN points • 07 Sep 23
💰 Finance Investing Stocks Learning
  1. During prosperous times, people tend to invest in new and innovative projects without considering potential risks.
  2. Li Lu has an incredibly remarkable life story.
  3. Bernard Arnault's lessons can be valuable for learning.

Weekly Summary

39 implied HN points • 02 Feb 24
💰 Finance Investing
  1. The post provides a weekly summary of links for busy subscribers.
  2. It offers a 7-day free trial to access the full post archives.
  3. Paid subscribers can sign in to read the full summary.

Links - 09/17/2023

176 implied HN points • 18 Sep 23
💰 Finance Investing Podcasts Content Quotes Articles
  1. Cultural habits of a small group can shape the culture of a larger group.
  2. Check out the conversation between Chris Bloomstran on the Richer, Wiser, Happier Podcast.
  3. Failures can be stepping stones to success according to Ralph Waldo Emerson.

Links - 09/26/2023

157 implied HN points • 27 Sep 23
💰 Finance Investing Market Analysis Financial Management
  1. To achieve high returns in a low-return environment, one needs exceptional skill, high risk bearing, and some luck.
  2. Check out insights from Alta Fox Capital Management's thesis on Humble Group AB.
  3. Read the top takeaways from Oaktree's quarterly letters in their September 2023 edition.

Links - 01/24/2024

39 implied HN points • 25 Jan 24
💰 Finance Investing
  1. Perseverance in even small returns is crucial for growing wealth.
  2. It's hard to recover from a big loss that can undo years of success.
  3. Compounding effects over time are powerful for investment success.

Links - 03/26/2023

255 implied HN points • 27 Mar 23
💰 Finance Investing Banking Podcasts History
  1. Don't feel the need to immediately make back money lost, it's ok to take your time.
  2. Trying to recover losses the same way they were made can lead to more problems.
  3. Being overly cautious can sometimes lead to unexpected mistakes.

Links - 02/15/2023

235 implied HN points • 16 Feb 23
💰 Finance Investing Podcasts News
  1. Charlie Munger seeks good judgment by studying bad judgment.
  2. Read and reflect on Rudyard Kipling's poem 'If—' for valuable life lessons.
  3. Stay resilient and true to yourself in the face of challenges and successes.

Links - 01/29/2024

19 implied HN points • 30 Jan 24
💰 Finance Investing
  1. Investors can benefit from making decisions with imperfect knowledge and by taking risks.
  2. Spending too much time researching can cause investors to miss out on great opportunities.
  3. Buying at low prices can offer a margin of safety, even with incomplete information.

Weekly Summary

19 implied HN points • 26 Jan 24
💰 Finance Investing
  1. The Weekly Summary provides links for busy subscribers to catch up on the weekend.
  2. The post includes 3-6 standout links from the week for quick and easy reading.
  3. Readers can access the full post archives with a 7-day free trial.

Links - 02/13/2023

176 implied HN points • 14 Feb 23
💰 Finance Investing Stocks Life Advice Economy Conferences
  1. Pragmatic value investors believe in achieving high return and low risk by buying things for less than they're worth.
  2. Overpaying implies both low return and high risk when it comes to investing.
  3. The 'Berkshire System' offers life advice through shareholder letters.

Links - 03/13/2023

176 implied HN points • 14 Mar 23
💰 Finance Investing Banking
  1. When uncertain, we trust the crowd, assuming they know something we don't.
  2. The crowd is often wrong because they follow social proof, not superior information.
  3. Learn from individual experts and unique perspectives, rather than crowd mentality.

Links - 03/07/2023

176 implied HN points • 08 Mar 23
💰 Finance Investing Stocks Podcasts Risk management
  1. Risk management involves recognizing that normal is a transition, not a state of nature.
  2. Berkshire Hathaway increased stake in Occidental to 22.2%.
  3. Various podcasts and articles on investing and business are available for learning and insight.

Links - 02/23/2023

157 implied HN points • 23 Feb 23
💰 Finance Investing Podcasts Lessons Stocks Life
  1. Select the best investments available regardless of market conditions.
  2. Truth is seldom discovered without actively seeking it.
  3. Various useful investment resources such as podcasts and articles are available for learning.

Links - 01/18/2024

0 implied HN points • 18 Jan 24
💰 Finance Investing
  1. Focus on having the lowest costs in your industry.
  2. Providing excellent customer service is key to adding value.
  3. Consider intangibles like a spiritual infusion for additional value.

Weekly Summary

0 implied HN points • 12 Jan 24
💰 Finance Investing
  1. The post is a weekly summary of valuable links for busy subscribers.
  2. The post offers a 7-day free trial to access full archives.
  3. Paid subscribers can sign in to view the full content.

Weekly Summary

0 implied HN points • 19 Jan 24
💰 Finance Investing
  1. The post is a weekly summary from Joe Koster on value investing.
  2. It mentions a 7-day free trial for Value Investing World subscription.
  3. The post highlights a few important links from the week for busy readers to catch up on.