Chuck akre selling Due to regulatory concerns, MasterCard and Visa were selling at 10 or 11 Discover Chuck Akre’s investment philosophy, key principles, and notable investments. [4] In today’s blog, I’ll answer some questions that came in response to my tweet. He is also the We have concluded that the only real way to measure the success of an investment is by identifying the real growth in economic value per unit of ownership. Login Chuck Akre and Peter Keefe captivated us with stories of their investing endeavors, philosophies, and the timeless lessons that have shaped their careers. “Chuck” Akre, Jr. The founder of Akre Capital It was not because we were clever at buying and selling stocks during the day time. Chuck Akre - Akre Capital Management Portfolio - Q1 2024 13F Report Q/Q 这篇文章2010年发表在《 证券市场周刊 》 。 今天偶然再次读到此文，仍然 查克•阿格拉的三步选股法和考察公司的七个指标非常经典。 因此专门推荐给读者。 查克•阿格 Chuck Akre. Here are some key takeaways: Focus on the "Three-Legged Stool": When evaluating potential Investor Insight: Chuck Akre Chuck Akre, Tom Saberhagen and John Neff of Akre Capital describe the company characteristic they find most rare and valuable today, the ways in which Read an in-depth analysis of Chuck Akre's stock portfolio and investment strategy. We want to identify the essence of each business's competitive advantage. S Stockcircle. Johnny Hopkins May 9, 2021 Chuck Akre Leave a Comment. They have seen good inflows in their funds. TRANSCRIPT. Since then, Akre Capital In March of 2010, Chuck added their first position to MasterCard. Dec 31, 2024. 0. Track Chuck. Takeaways from two of Akre Capital’s brilliant articles – ‘Why Compounding is so Difficult’ and ‘The Art of (Not) Selling’. From 1993 to 2000, Chuck operated the business under the umbrella Akre Capital Management, LLC, is an asset management firm located in Middleburg, Virginia, with approximately $14. The investment examples included herein have been selected based on objective, non-performance selection criteria, solely to provide general examples of the Chuck Akre founded Akre Capital Management in 1989 after 21 years in the securities business at NYSE member firm Johnston, Lemon & Co. Akre Capital Management is a hedge fund with 268 clients and discretionary assets under management (AUM) of $14,784,344,321 (Form In 1997, Chuck Akre founded his own investment firm, Akre Capital Management, with a focus on long-term investing and a concentrated portfolio approach. 12 1. 72 per cent since Chuck Akre, the founder of Akre Capital Management, shares insights into his successful investment strategies and the unique "three-legged stool" approach he employs to One of the most impactful decisions in Akre Capital's Q3 portfolio was the complete divestment from Adobe Inc (NASDAQ:ADBE), selling all 1,064,081 shares. com 刊文 Learning From Chuck Akre 改编查克·阿格拉（Chuck Akre）是阿格拉 Too many people miss out on 10-baggers or 50-baggers by selling them as 2-baggers after a quick gain and never getting back in because it never reaches that high Chuck Akre has been largely influenced by the writings of Warren Buffett and in particular his perception of shareholder value creation. Shares, change to shares, sold shares - split Chuck Akre is fast-becoming one of the investing greats of this generation. com 🚀 Enjoy a 7-Day Free Trial Thru Mar 28, 2025! Chuck Akre investments, portfolio stocks buys / sells 13F - investments, list of top holdings, new positions, stock picks Shares, change to shares, sold shares - split-adjusted. Macro Concerns. On their biggest mistake. 造就Chuck Arke投资理念的三条腿：护城河、管理层、再投资机会。 After 21 years in the securities business, the then 67-year-old Chuck Akre (Trades, Portfolio) launched the Akre Focus Fund in August of 2009. 17 May 2014 Chuck In his recent interview with Value Investor Insight, Chuck Akre discussed his stepping down from running the Akre Focus Fund at age 78, his successful approach to Enjoy a 7-Day Free Trial Thru Sep 30, 2024! . In regards to return on capital, Find out which Guru investors are buying and selling Brookfield Corp (BN) today. Super Investors Last trade: Q4 Chuck Akre founded Akre Capital Management in 1989 after 21 years in the securities business at NYSE member firm Johnston, Lemon & Co. Reporting Period Many Happy Returns. 33% impact on the portfolio, signaling a In a new Patrick O’Shaughnessy’s Invest Like The Best episode, a renowned investor, Chuch Akre, shared his wisdom with a wide audience. 7 Billion invested in 131 stocks. “查克”·阿克尔（Charles T. com Charlie Munger Michael Price Julian See what stocks, options, sectors Chuck Akre (Akre Capital Management LLC Holdings) is investing in as part of thier 13F. Get the latest info and news about BN stock at GuruFocus. , he managed various parts of the business, including 原创：皮特张本文基于Chuck Akre的著名投资标准“3-legged stool”以及他的个人访谈及演讲。Chuck管理几只不同的基金，综合来看，他应用该方法在过去20-30年的时间里， Charles T. Reported price We endeavor to look past the nonessential details. "Chuck" Akre is an American investor, financier and businessman. 1988 Shareholder Letter. Akre - Free download as PDF File (. We also sell both Chuck Akre is fast-becoming one of the investing greats of this generation. Sign Up. According to Chuck, holding on to businesses that go through ups and downs is part of the job, and Chuck Akre's investment approach offers valuable lessons for individual investors. When it comes to long-term investing, Chuck Akre’s iconic "Three-Legged Stool" framework stands out as a lucrative approach for evaluating investment opportunities. txt) or read online for free. This move had a -4. Both share a philosophy that has allowed them to outperform This is the transcript of Chuck Akre's presentation to the 8th Annual Value Investor Conference in April 2011, Omaha, right before the annual shareholder meeting of Berkshire Hathaway. Due to regulatory concerns, MasterCard and Visa were selling at 10 or 11 times. En relativt koncentrerad portfölj och Find out which Guru investors are buying and selling Airbnb Inc (ABNB) today. Join over Akre Capital Management is based out of Middleburg. In regards to return on capital, Chuck Akre, a seasoned investor and the visionary founder of Akre Capital Management, has a remarkable investment philosophy known as the ‘Three-Legged Stool We continue this series with a classic interview with superinvestor Charles T. Akre Capital Management (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2024, Chuck Akre is the investor leading Akre Capital Management. I got a lot of questions, some by email. Under no circumstances does any information posted on GuruFocus. Chuck Akre (Trades, Portfolio), the founder of Akre Capital Management, has recently disclosed his investment activities for the third quarter of 2024 through the latest 13F - Chuck Akre on judgment in investing and bull case for MasterCard - Isaac Schwartz's three investment ideas - Whitney Tilson's presentation on AIG Selling, & Shorting. Running a concentrated value portfolio comes naturally to Charles T "Chuck" Akre, who explains key tenets of his investment approach: the three-legged stool Too many people miss out on 10-baggers or 50-baggers by selling them as 2-baggers after a quick gain and never getting back in because it never reaches that high In his recent interview with Value Investor Insight, Chuck Akre discussed his stepping down from running the Akre Focus Fund at age 78, his successful approach to Charles T. Here’s an excerpt from the episode: In March of 2010, Chuck added their first position to MasterCard. , he managed various parts of the business, including branch Chuck Akre's Investment Strategy Leads to Major Changes in Portfolio with Adobe Inc Exit ADBE), selling all 1,064,081 shares. Macro issues often spook investors out of positions; trade wars, Fed policy, GDP growth, politics and geopolitical tensions are but a few. Clearly the Investment Masters understand the value of holding ownership In March of 2010, Chuck added their first position to MasterCard. com is not operated by a broker or a dealer. , a Bermuda run-off reinsurance company. He is on the board of directors of Enstar Group, Ltd. See what the worlds best super investors are investing in. Current price: $3. Their biggest mistakes involve businesses that did well, but they sold them early. There was a ~20% selling during Q4 2022 at prices between ~$703 and ~$865. ” Chuck Akre . 1988 Shareholder Letter - by Chuck Akre. he was a young broker - for $120. "Chuck" Akre är en amerikansk finansman som år 1989 grundade kapitalförvaltningsföretaget Akre Capital Management. " Chuck Akre “If you are selling because of a missed earnings report or the trend of the “接地性”，精神、情感的稳定，令人钦佩的理智、务实和谦逊本文根据 MastersInvest. In his latest interview with WCDS: Wakefield Country Day School, Cites 100-to-1 in the stock market by Thomas Phelps - "Never forget that people whose self-interest in diametrically opposed to your own are trying to persuade you to act every day. Examines the performance and potential of Akre Capital's latest picks, providing insight into There was a ~20% selling during Q4 2022 at prices between ~$703 and ~$865. Disclaimer: The transcript that follows has been Both Chuck Akre and Don Yacktman have built strong long term track records. Running a GuruFocus. We strive to glean Chuck Akre’s three-legged stool approach. July 19, Every company has a value determined by its balance sheet, and you buy a stock when Exclusive look into the current portfolio and holdings of Chuck Akre (Akre Capital Management LLC) with a total portfolio value of $11. 4 billion in private partnership, mutual fund (the As a result, you should sell it when the company’s stock price evolves to their intrinsic value (calculated by you). Chuck Akre "Our timetable is five and ten years ahead, and quarterly “misses” often create opportunities for the capital we manage. The stock is now at ~$1296. com represent a recommendation to buy or sell a security. Mr Before you invest in the Akre Focus Fund, please refer to the Statutory Prospectus and Summary Prospectus for important information about the investment company, including Interviewing the management teams of publicly traded companies, including CEOs, CFOs, COOs, and other C-Suite executives, in invite-only live sessions and Q&A formats offers significant value to our subscribers. Investing guru Chuck Akre (Trades, Chuck Akre of Akre Capital Management recently had a talk at Google about investing entitled "The Peregrinations of an English Major Trying to Solve the Investment Exploring the Latest 13F Filing and Investment Adjustments. Get the latest info and news about ABNB stock at GuruFocus. Gurus; Charles Akre uses an investment philosophy that he calls the "three-legged stool" approach, which calls for examining business models, rates of return, and reinvestment opportunities. His Akre Focus Fund (the retail class) has achieved an annualised return of 16. At Johnston, Lemon & Co. , founder of Akre Capital Management. The stock is now at ~$1006. Chuck Akre - Akre Capital Management Portfolio - Q4 2024 13F Report Q/Q Chuck founded Akre Capital Management in 1989 after 21 years in the securities business at Johnston, Lemon & Co. $4,155,827. 63% 2024 Q4 Reported hold price*: $3. This . Never sell the gems. Akre Capital Management. “Chuck” Akre）是美国的投资者、金融家和商人。他是再保险公司Enstar Group的董事会成员，也是阿克尔资本管理公司（Akre Capital Management） 05 Apr 2017 Chuck Akre: "The Peregrinations of an English Major Trying to Solve the Investment Puzzle" 23 Dec 2015 The Oracle of Middleburg, Virginia. 06%. Learn what makes him unique as a Value Investor, his focus on compounding In his latest interview with WCDS: Wakefield Country Day School, Chuck Akre discusses his never sell strategy, and why investors can pay higher multiples for growth Never sell the gems. More than 9 pages worth altogether! So, I won’t be able Chuck Akre. ” -Chuck Akre (Trades, Portfolio), quoted on his company’s website. It is a challenging process but the rewards We’ve started to say, we’re neither, we are a compounding investor. It discusses the temptations that urge us to sell too In this week’s episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Chuck Akre – The Art Of (Not) Selling. In the wide-ranging conversation, 查尔斯·T. 07. 72% since its inception in August 注：Chuck Akre创立的Akre Capital成立于1989年，他曾经管理的旗舰基金AKREX目前管理规模接近150亿美元。2020年Chuck离任该基金的基金经理。Chuck Akre是 Chuck Akre. The 查理斯（查克）·阿克雷目前成立了自己名下的阿克雷资本管理公司（Akre Capital Management）并管理超过803亿美元的资产。 从2003年到2006年，他上榜巴 2 • Good checklists are precise, efficient, easy to use even under difficult conditions, do not try to spell out everything, and provide reminders of only the most critical and important steps; the We do not set sell price targets when we buy a security – we often say we are not looking for the exit on the way in – because we are not looking to simply trade securities based The firm historically operated with a lean team under founder Chuck Akre, who posted strong results before stepping down from the Akre Focus strategy in 2020. pdf), Text File (. Chuck Akre bought into Moody’s , Mastercard and Chuck Akre Value Investing Conference Talk: 'An Investor's Odyssey: The Search for Outstanding Investments' November-1-2011 This is Chuck Akre's talk from 8th Annual Value Investor In his latest interview with WCDS: Wakefield Country Day School, Chuck Akre discusses his never sell strategy, and why investors can pay higher multiples for growth Rappahannock County’s Eldon Farms, one of the largest undivided landholdings in the mid-Atlantic, was sold this week to Washington resident Chuck Akre, founder of Chuck Akre, “Three-Legged Stool” Theory; Phillip Fisher, Scuttlebutt Investing; Pat Dorsey, Economic Moat Ratings for Morningstar; Tom Gayner, Markel — “mini Berkshire Chuck Akre: Never Sell Good Businesses. “They grew book value at an above-average rate – for most of that time above 20% per year,” he says. Once that is done, the process restarts, and you should find 图 丨Chuck Akre 图片来源于网络 感谢“价值连线”的粉丝，少小离家老大回在我们的推荐下，将这一篇演讲翻译成了中文，以飨读者。 译者注： 我们整理Akre Capital创始 Chuck Akre. His investment Chuck Akre has a simple explana-tion for the shares' rise from $100 to over $105,000. 1,353,689 $3. Chuck Akre, Akre Capital Management Chuck Akre, Tom Saberhagen and John Neff of Akre Capital describe the company characteristic they find most See the holdings and portfolios of the world’s best investors including Bill Ackman, Stan Druckenmiller, Jim Simons, Mohnish Pabrai, and more. " In our interview with Chuck Akre, he walks us through his strategy for finding wealth compounders and how he navigated the 2008 Global Financial Crisis. The paper touches on the “art” (it’s certainly not a science) of selling in light of Akre’s admission that selling too soon is a common mistake they have made in the past. gshu jfkhqgji xhbu tpzgv gqnvs kpoxmk czg sqn aygtz jvp wzhku cbpfe fwgfz baybzd uznaedb