The Imitation Game

by Joao Alves, Ahead Of The Crowd

In the spirit of recent quarterly investor letters, this post is PART 1 of a series that will address the arcane challenge of idea generation in investing. The emphasis is on scanning funds’ holdings.

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The contents of the three posts are the following:

PART 1: focuses on discussing a way of sourcing for ideas, which is to scrutinize funds’ holdings to find a handful of ideas that meet one’s criteria for investing.

PART 2: focuses on applying the framework laid out in Part 1 to an example, FPA’s International Value Fund, and showing...