Joel Greenblatt — Beyond the Index: Emotions, Behavior, and Investing Success - Wisdom, Wealth, and Wellness

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Joel Greenblatt — Beyond the Index: Emotions, Behavior, and Investing Success

November 14, 2023 • 33 mins

Joel Greenblatt is a preeminent investor, author, and educator, best known as the founder of Gotham Capital, an investment firm that achieved remarkable returns for over two decades. He's written highly acclaimed books such as “The Little Book that Beats the Market” and “You Can Be a Stock Market Genius.” Joel co-founded the Value Investing Program at Columbia Business School.

Topics:

Strategies behind Joel's enviable track record
Interplay between quantitative and qualitative methods
Age-old debate between active and passive

Watch clips:

How Joel Greenblatt Picks Stocks

Joel Greenblatt's Easiest Investment: Rich Pzena Story

"Market was down 10%; we were up 115%"

Should you index or actively invest?

Timestamps:

(2:00) Joel's pivotal books

(5:30) Investor behavior

(8:00) Behavioral pitfalls, S&P 500

(9:30) Patience

(14:00) Stock picking

(15:30) Margin of safety

(17:00) Active investing vs indexing

(20:30) Long-short strategy

(23:30) Valuations

(28:00) Book recs: 17 Books That Every Investor Should Read

Your host:

For over 25 years, Jonathan has started with a simple question – How can I help? His life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. With a commitment toward immersive research, continued education, and client service, Jonathan has grown a loyal clientele of family-based, multi-generational relationships. In his dual role as CEO and Chief Behavioral Coach of SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.

Connect - Joel Greenblatt:

“The Little Book that Still Beats the Market”

Gotham Funds

Connect - Jonathan Satovsky:

Podcast: satovsky.com/podcast

Satovsky Asset Management: satovsky.com

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