Selected Reads

Smartkarma

Equity Bottom-Up

IN THIS EPISODE, YOU'LL LEARN:01:49 - Overconfidence08:43 - Anchoring11:18 - Endowment Effect24:25 - Base-rate neglect and Recency bias33:01 - Social Proof48:30 - Scarcity And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESSilver Ring Value Partners Website.Behavioral Value Investor Blog.Gary Mishuris Youtube. Trey Lockerbie Twitter.Preston, Trey &amp; Stig’s tool for picking stock winners and managing our portfolios:…

IN THIS EPISODE, YOU’LL LEARN:Bill's overall thoughts on the current market conditions.How Bill and his father first found Bitcoin.Why Bill found Bitcoin to be an asymmetric investment.Thoughts on Musk buying Twitter.Bitcoin vs Crypto.Concentrated investing and why it's important.Mean / Variance Portfolio Theorem.Margin and investing.Finding big trends in markets.BOOKS AND RESOURCESBill Miller IV Twitter.Miller Value Partners.Bill's book recommendation: The Psychology of Money by Morgan…

Hong Kong

Value Partners Group Limited is an independent, value oriented asset management group with a focus on China and the Asia-Pacific region. The Company's investor base include institutions, corporations, statutory authorities, university endowment funds, charitable foundations, high net worth individuals, and retail investors.