Showing posts with label Brian Bares. Show all posts
Showing posts with label Brian Bares. Show all posts
Wednesday, June 6, 2018

Brian Bares: Finding an Edge; creating a moat around an investment process

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Link to video [H/T @iancassel ]
Wednesday, December 14, 2016

Edge and investing

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A couple of days ago, John Huber wrote an excellent blog post called  What is Your Edge? I recommend it if you haven't read it yet, an...
Friday, July 10, 2015

Value and growth investing...

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From The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns : A common misperception among profes...
Thursday, July 9, 2015

Starting with a qualitative search...

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From The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns : Most investment processes begin with...
Thursday, June 25, 2015

The temperament needed to be a great research analyst...

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From The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns : The temperament needed to be a great...
Tuesday, June 9, 2015

The truly exceptional business...

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From The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns : The truly exceptional business can...
Friday, June 5, 2015

The linkage between returns-on-capital and competitive advantage...

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From The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns : The small-cap manager should attempt...
Tuesday, June 2, 2015

Competitive forces and competitive advantages...

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From The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns : If a company is earning far in exces...
Tuesday, May 26, 2015

Quality and value...

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From  The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns : Factor screening on any of the afor...
Saturday, June 21, 2014

Brian Bares quote on the biggest mistake investors make

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From his interview with The Manual of Ideas : I would say that--especially to the value crowd that sort of follows the Buffett/Munger phil...
Tuesday, January 22, 2013

Quotes on the mistakes investors make…

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I’ll keeping adding to this over time, as I come across quotes to add to it. If you have any, feel free to pass them along (valueinvestingw...