Mr. Greenblatt Comes to Town

Joel Greenblatt is one of my favorite investors to follow.  He recently did a couple of interviews which provided an interesting contrast.  In one interview, he threw some shade on the “value factor” in the other interview he recommended a value factor fund as a good investment for retail investors to hold over the long run. Continue reading “Mr. Greenblatt Comes to Town”

Insurers: Greenlight RE and Brighthouse Financial

This post is about David Einhorn’s Greenlight Capital, Greenlight RE (“GLRE”), one of his (reportedly) largest portfolio investments, and related book about another famous investor that I am rereading.   Continue reading “Insurers: Greenlight RE and Brighthouse Financial”

I pulled on a thread and found…a book

I found the book I am currently reading based on a little detective work involving a promising young investor and Warren Buffett.  The subject of the book seems to fit within a theme of successful wealth accumulators, so I thought I would share a little about both the book and the path which led me to discover it. Continue reading “I pulled on a thread and found…a book”