Канал: Takota Asset Management

#INSIGHTS 061— Where are the capital market inefficiencies

#INSIGHTS 061— Where are the capital market inefficiencies

Conversations — Scuttlebutt Investing

Conversations — Scuttlebutt Investing

#INSIGHTS 060 — The concept of Reflexivity in Investing

#INSIGHTS 060 — The concept of Reflexivity in Investing

#INSIGHTS 059 — Balancing Advice and Investing

#INSIGHTS 059 — Balancing Advice and Investing

#INSIGHTS 056 — Pension Plans and Private Equity

#INSIGHTS 056 — Pension Plans and Private Equity

Conversations — The market is sometimes wrong

Conversations — The market is sometimes wrong

Conversations — When do you make the decision to sell?

Conversations — When do you make the decision to sell?

#INSIGHTS 058 — Commodities and Platform Companies

#INSIGHTS 058 — Commodities and Platform Companies

#INSIGHTS 057 — When things don't go as planned

#INSIGHTS 057 — When things don't go as planned

Value Investing and other active investing strategies

Value Investing and other active investing strategies

Conversations — Generating Income

Conversations — Generating Income

#INSIGHTS 055 — I believe I am both

#INSIGHTS 055 — I believe I am both

Our Income Value Portfolio after 3 years...

Our Income Value Portfolio after 3 years...

#INSIGHTS 054 — How and why do I get involved...

#INSIGHTS 054 — How and why do I get involved...

Conversations — Looking for career advice... here's an idea

Conversations — Looking for career advice... here's an idea

One of the stupidest things I've ever read...

One of the stupidest things I've ever read...

#INSIGHTS 053 — Alpha is what you are looking for

#INSIGHTS 053 — Alpha is what you are looking for

Conversations — The inherent repetitiveness of Value Investing

Conversations — The inherent repetitiveness of Value Investing

How we look at Value Investing — other elements to the investment thesis

How we look at Value Investing — other elements to the investment thesis

#INSIGHTS 052 — Our Client Partners

#INSIGHTS 052 — Our Client Partners

How we look at Value Investing — Asset Value

How we look at Value Investing — Asset Value

How we look at Value Investing — Cash Flow

How we look at Value Investing — Cash Flow

Conversations — the reversion to the mean for Real Estate

Conversations — the reversion to the mean for Real Estate

#INSIGHTS 051 — An enthusiastic review of the Income Value Strategy

#INSIGHTS 051 — An enthusiastic review of the Income Value Strategy

Conversations — Happy Holidays and here's to 2019.

Conversations — Happy Holidays and here's to 2019.

Conversations — A two sided relationship

Conversations — A two sided relationship

Getting above the Noise (Part 4)

Getting above the Noise (Part 4)

Getting above the Noise (Part 3)

Getting above the Noise (Part 3)

Getting above the Noise (Part 2)

Getting above the Noise (Part 2)

Getting above the Noise (Part 1)

Getting above the Noise (Part 1)

#INSIGHTS 050 — Value Investing Strategies are coming back into favour.

#INSIGHTS 050 — Value Investing Strategies are coming back into favour.

Conversation — Boards... an arrow in the quiver of a Value Investor

Conversation — Boards... an arrow in the quiver of a Value Investor

#INSIGHTS 049 — investing in Cannabis

#INSIGHTS 049 — investing in Cannabis

Conversations — the opportunities when it's a bit of a mess

Conversations — the opportunities when it's a bit of a mess

#INSIGHTS 048 — What's really going on with the market.

#INSIGHTS 048 — What's really going on with the market.

Conversations — the success that comes with hard work

Conversations — the success that comes with hard work

#INSIGHTS 047 — Defining 10 Bagger stocks

#INSIGHTS 047 — Defining 10 Bagger stocks

#INSIGHTS 046 — Thoughts on how to be successful in the industry

#INSIGHTS 046 — Thoughts on how to be successful in the industry

Conversations — Investing and Demographics

Conversations — Investing and Demographics

#INSIGHTS 045 — Active investing defined

#INSIGHTS 045 — Active investing defined

Conversations — Stock volatility is just an opportunity

Conversations — Stock volatility is just an opportunity

Conversations — Investment Catalysts

Conversations — Investment Catalysts

The Cafe' Series — calculating the business value of a portfolio

The Cafe' Series — calculating the business value of a portfolio

The cafe' series — the realities of value investing today.

The cafe' series — the realities of value investing today.

The cafe' series — a 10% return in one day

The cafe' series — a 10% return in one day

The cafe' Series — The realities of the situation post financial crisis

The cafe' Series — The realities of the situation post financial crisis

What type of Investment form is Takota? Part Three

What type of Investment form is Takota? Part Three

What Type of Investment Firm is Takota? Part Two

What Type of Investment Firm is Takota? Part Two

What Type of Investment Firm is Takota? Part One

What Type of Investment Firm is Takota? Part One

#INSIGHTS 042 — Generating Investment Ideas

#INSIGHTS 042 — Generating Investment Ideas

Conversations — Investing in Cannabis

Conversations — Investing in Cannabis

Conversations — Why we have investment opportunities

Conversations — Why we have investment opportunities

Conversations — Value investing is not about a series of rigid rules...

Conversations — Value investing is not about a series of rigid rules...

#INSIGHTS 041 — The Operating Principles at Takota

#INSIGHTS 041 — The Operating Principles at Takota

A long conversation about investors and investing in three parts — Part 3 Cash and Investing...

A long conversation about investors and investing in three parts — Part 3 Cash and Investing...

A long conversation about investors and investing in three parts — Part 2

A long conversation about investors and investing in three parts — Part 2

A long conversation about investors and investing in three parts — Part 1 What it takes...

A long conversation about investors and investing in three parts — Part 1 What it takes...

The Plaid Shirt Series #Six — Remember the Income Value Strategy

The Plaid Shirt Series #Six — Remember the Income Value Strategy

Conversations — Fish where the fish are...

Conversations — Fish where the fish are...

Conversations — A comment on investor psychology

Conversations — A comment on investor psychology

#INSIGHTS 040 — Trends in Value Investing

#INSIGHTS 040 — Trends in Value Investing

An Entrepreneur's Way — Entrepreneurs, Boards and Committees

An Entrepreneur's Way — Entrepreneurs, Boards and Committees

An Entrepreneur's Way — Always pushing the envelope

An Entrepreneur's Way — Always pushing the envelope

#INSIGHTS 039 — Inefficiencies in the market and a 135% return

#INSIGHTS 039 — Inefficiencies in the market and a 135% return

Acerus Pharmaceuticals — a typical Takota holding

Acerus Pharmaceuticals — a typical Takota holding

An Entrepreneur's Way — Things get done

An Entrepreneur's Way — Things get done

#INSIGHTS 038 — The opportunity with ETFs

#INSIGHTS 038 — The opportunity with ETFs

Conversations — Reversion to the mean... something important to remember

Conversations — Reversion to the mean... something important to remember

An Entrepreneur's Way — Managing my time

An Entrepreneur's Way — Managing my time

Conversations — Volatility can lead to opportunity

Conversations — Volatility can lead to opportunity

#INSIGHTS 037 — What I do when the markets are volatile

#INSIGHTS 037 — What I do when the markets are volatile

Efficient markets and passive investing

Efficient markets and passive investing

How efficient is the market when it comes to stock price

How efficient is the market when it comes to stock price

The current "bubbling securities" in the market...

The current "bubbling securities" in the market...

It feels like the latter stage of a bull market... and then what?

It feels like the latter stage of a bull market... and then what?

Almost two years working with the Income Value Strategies...

Almost two years working with the Income Value Strategies...

#INSIGHTS 036 — I'd like to vent on behalf of shareholders

#INSIGHTS 036 — I'd like to vent on behalf of shareholders

Conversations — Why we make these videos

Conversations — Why we make these videos

Conversations — The investing strategies at Takota

Conversations — The investing strategies at Takota

#INSIGHTS 035 — 25 % Growth... expectations are for more and better.

#INSIGHTS 035 — 25 % Growth... expectations are for more and better.

Insights 034 — Activism on boards

Insights 034 — Activism on boards

A Holiday Message from Scott Leckie

A Holiday Message from Scott Leckie

Conversations — Is it easy to make money?

Conversations — Is it easy to make money?

A presentation on the Income Value Portfolio

A presentation on the Income Value Portfolio

What's in a name

What's in a name

Why the Income Value Portfolio is unique

Why the Income Value Portfolio is unique

Conversations — Movember

Conversations — Movember

Minimizing Risk with the Income Value Portfolio

Minimizing Risk with the Income Value Portfolio

The Income Value Portfolio

The Income Value Portfolio

Tools to minimize risk

Tools to minimize risk

Income Value Portfolios

Income Value Portfolios

Takota Asset Management

Takota Asset Management

#INSIGHTS 032 — Furniture and the Principles of Value Investing

#INSIGHTS 032 — Furniture and the Principles of Value Investing

Where to find money in the Banana Stand — Short Selling Levered Exchange Traded Funds

Where to find money in the Banana Stand — Short Selling Levered Exchange Traded Funds

Conversations — Life and Experience

Conversations — Life and Experience

Where to find money in the Banana Stand — Short Selling Corporate Debt

Where to find money in the Banana Stand — Short Selling Corporate Debt

Where to find money in the Banana Stand — Small Capitalization Stocks

Where to find money in the Banana Stand — Small Capitalization Stocks

There's always money in the banana stand

There's always money in the banana stand

#INSIGHTS 031 — Chasing the hot performers

#INSIGHTS 031 — Chasing the hot performers

Patience and waiting

Patience and waiting

Reasons Why It's Taking Longer

Reasons Why It's Taking Longer

The Reluctant Activist

The Reluctant Activist

Conversations— New found wealth

Conversations— New found wealth

Conversations — The Institutional Imperative

Conversations — The Institutional Imperative

Thoughts on Success

Thoughts on Success

The Contrarian Way — Excerpt Three

The Contrarian Way — Excerpt Three

The Contrarian Way — Excerpt Two

The Contrarian Way — Excerpt Two

The Contrarian Way — Excerpt One

The Contrarian Way — Excerpt One

#INSIGHTS 030 - An example of a "Take Under".

#INSIGHTS 030 - An example of a "Take Under".

The Fourth Guideline: Understand the factors that distort human judgement.

The Fourth Guideline: Understand the factors that distort human judgement.

The Third Guideline: The unending pursuit of favourable odds.

The Third Guideline: The unending pursuit of favourable odds.

The Second Guideline: The Value of Time

The Second Guideline: The Value of Time

Guideline One: Focus on a Good Process

Guideline One: Focus on a Good Process

An Introduction to the decision making process as it applies to investing.

An Introduction to the decision making process as it applies to investing.

The Plaid Shirt Series #Five - What we are all about.

The Plaid Shirt Series #Five - What we are all about.

#INSIGHTS 029 - What this industry is supposed to be about.

#INSIGHTS 029 - What this industry is supposed to be about.

Q & A - What does it take to tolerate risk?

Q & A - What does it take to tolerate risk?

The Plaid Shirt Series #Four - Public Boards and how I use them.

The Plaid Shirt Series #Four - Public Boards and how I use them.

The Plaid Shirt Series #Three - Jazzed about selling short...

The Plaid Shirt Series #Three - Jazzed about selling short...

Conversations - Understanding the investor zeitgeist.

Conversations - Understanding the investor zeitgeist.

The Plaid Shirt Series #Two - How all that information helps investors... even when it's untrue.

The Plaid Shirt Series #Two - How all that information helps investors... even when it's untrue.

Conversations - Thoughts on a new Presidency.

Conversations - Thoughts on a new Presidency.

#INSIGHTS 023 - A rise in Animal Spirits

#INSIGHTS 023 - A rise in Animal Spirits

Q&A - When is it time to sell?

Q&A - When is it time to sell?

#INSIGHTS 027 - Advice for those who want to be a money manager.

#INSIGHTS 027 - Advice for those who want to be a money manager.

#INSIGHTS 026 - The opportunity of investing when you are older.

#INSIGHTS 026 - The opportunity of investing when you are older.

The Plaid Shirt Series #One - Millennials are in an ideal position to invest early

The Plaid Shirt Series #One - Millennials are in an ideal position to invest early

Conversations - What will 2017 look like for investors?

Conversations - What will 2017 look like for investors?

Conversations - Insights into the success of 2016

Conversations - Insights into the success of 2016

Scott Leckie Conversations - How "short termism" impacts investors.

Scott Leckie Conversations - How "short termism" impacts investors.

Scott Leckie Conversations - When is investing appropriate?

Scott Leckie Conversations - When is investing appropriate?

#INSIGHTS 022 - The reasons to anchor yourself in business fundamentals.

#INSIGHTS 022 - The reasons to anchor yourself in business fundamentals.

#INSIGHTS 021 - The satisfaction that came with the Presidential election.

#INSIGHTS 021 - The satisfaction that came with the Presidential election.

Scott Leckie Conversations - Overestimating success and failure.

Scott Leckie Conversations - Overestimating success and failure.

#INSIGHTS 020 - The reversal of passive investment strategies.

#INSIGHTS 020 - The reversal of passive investment strategies.

Scott Leckie Conversations - The energy that comes with being right.

Scott Leckie Conversations - The energy that comes with being right.

#INSIGHTS 019 - Are we at a tipping point? (PART 2)

#INSIGHTS 019 - Are we at a tipping point? (PART 2)

#INSIGHTS 018 - Are we at a tipping point?

#INSIGHTS 018 - Are we at a tipping point?

#INSIGHTS 017 - Arbitrage: A bunch of tools to protect ourselves.

#INSIGHTS 017 - Arbitrage: A bunch of tools to protect ourselves.

Taking away real financial risks

Taking away real financial risks

#INSIGHTS 016 - The goal of Takota

#INSIGHTS 016 - The goal of Takota

#INSIGHTS 015 - IDEAS and EXPERIENCE

#INSIGHTS 015 - IDEAS and EXPERIENCE

#INSIGHTS 014 - The inconsistency that can come with investment management.

#INSIGHTS 014 - The inconsistency that can come with investment management.

Scott Leckie Conversations - Recreating yourself.

Scott Leckie Conversations - Recreating yourself.

Conversations - The significant impact of a re-valuation.

Conversations - The significant impact of a re-valuation.

#INSIGHTS 013 - The forces that influence success.

#INSIGHTS 013 - The forces that influence success.

#INSIGHTS - Rambling thoughts on what it takes to be an Investor

#INSIGHTS - Rambling thoughts on what it takes to be an Investor

Takota Asset Management - And the return is...

Takota Asset Management - And the return is...

Scott Leckie Conversations - Looking for Yield

Scott Leckie Conversations - Looking for Yield

Scott Leckie #INSIGHTS 009

Scott Leckie #INSIGHTS 009

Conversations - The hierarchy of creditors

Conversations - The hierarchy of creditors

Scott Leckie #INSIGHTS 008

Scott Leckie #INSIGHTS 008

Scott Leckie #INSIGHTS 007

Scott Leckie #INSIGHTS 007

Scott Leckie #INSIGHTS 005

Scott Leckie #INSIGHTS 005

Scott Leckie #INSIGHTS 004

Scott Leckie #INSIGHTS 004

Scott Leckie #INSIGHTS 003

Scott Leckie #INSIGHTS 003

Scott Leckie #INSIGHTS 002

Scott Leckie #INSIGHTS 002

Scott Leckie #INSIGHTS 001

Scott Leckie #INSIGHTS 001

Scott Leckie Conversations - Arbitrage

Scott Leckie Conversations - Arbitrage

Conversations - An advantage for being a contrarian.

Conversations - An advantage for being a contrarian.

Conversations - Developing the Income and Arbitrage portfolio

Conversations - Developing the Income and Arbitrage portfolio

Conversations - Setting up the new Income and Arbitrage portfolio.

Conversations - Setting up the new Income and Arbitrage portfolio.

Conversations - Who should invest? The portfolio manager for one!

Conversations - Who should invest? The portfolio manager for one!

Scott Leckie conversations - Different, more creative ways

Scott Leckie conversations - Different, more creative ways

Conversations - The Reflections Newsletter

Conversations - The Reflections Newsletter

Conversations - Really good at picking.

Conversations - Really good at picking.

Conversations - The formula for good investment results

Conversations - The formula for good investment results

Conversation - Good Investing

Conversation - Good Investing

Conversations - Client Partners

Conversations - Client Partners

Scott Leckie conversations - Looking for opportunities

Scott Leckie conversations - Looking for opportunities

Scott Leckie conversations - Takota Asset Management

Scott Leckie conversations - Takota Asset Management

Scott Leckie conversations - An obsession with pirates

Scott Leckie conversations - An obsession with pirates

Financial Derivatives Explained

Financial Derivatives Explained

Simple vs. Compound Interest

Simple vs. Compound Interest

Inflation Rate

Inflation Rate

What Are Bonds

What Are Bonds

What Are Stocks

What Are Stocks

Risk vs. Volatility

Risk vs. Volatility

Long vs. Short Positions Explained

Long vs. Short Positions Explained

Value Investing Explained

Value Investing Explained

Nominal vs. Real Interest

Nominal vs. Real Interest

Capital-Protected Hedged Bond Trade

Capital-Protected Hedged Bond Trade