Zeke Ashton Resource Page

I met Zeke Ashton at an value investment seminar in Italy in 2007 where he presented. Not only did he give an excellent presentation but he was able to explain complex ideas in a simple way.

That really appealed to me.

Since then I have kept in touch with Zeke exchanging ideas and learning from him.

I have also looked around on the web, and greatly benefited from reading Zeke's writings.

I decided to put this resource page together so Eurosharelab visitors can also benefit from Zeke's investment wisdom.

Zeke Ashton biography from the Motley Fool

“Zeke Ashton has been a long time contributor to The Motley Fool, and was a full-time analyst and writer at the Fool for several years.

During his tenure at The Motley Fool, Zeke produced seminars on biotech and small-cap stock investing, penned regular columns on investing strategies, and served as co-creator and editor of The Motley Fool Select.

Zeke is now the managing partner of Centaur Capital Partners LP, a money management firm based in Dallas, Texas.”

Centaur Capital Partners LP website

About Centaur Capital Partners LP

Articles organised by year:

2011

 
On 15 August 2011 my friend Jacob Wolinsky wrote an excellent article on Zeke Ashton titled Zeke Ashton: The Unknown Value Guru The article gives details of his excellent track record as well as his investment style.

In an 8 August 2011 article Who Will Be The Next Warren Buffett? published in Financial Edge, Ryan Fuhrmann rightly included Zeke Ashton as a truly great investor what may one day replace Warren Buffett.

This 11 February 2011 article Zeke Ashton Annual Commentary Plus Two Specific Investment Ideas by Gurifocus contributor CanadianValue contains Zeke Ashton’s comments on the Tilson Dividend Fund he manages for the year ending 31 October 2011.

The article also contains a writeup (not by Zeke) of two investments included in the fund.

2010

Thanks to Jay at market folly who alerted me to this excellent 27 December 2007 OpalesqueTV interview video with Zeke Ashton called 

Opalesque Exclusive: Hunting the ‘consistent compounders’ at Centaur Capital

In the interview Zeke talks about Centaur Capital's investment strategy, the importance of finding a distinct niche as well as how to outperform the market with "neglected, hated and feared" stocks.

 

Insider Monkey on 21 December 2010 posted an interesting analysis of the excellent performance of the Tilson Dividend Fund (TILDX) managed by Zeke Ashton. In an article titled Best Mutual Funds: Tilson Dividend Fund (TILDX) Insider Monkey found that the fund had a monthly alpha (performance better than the market) of 52 basis points.

This equalled more than 6% per year after expenses and was so far the best mutual fund Insider Monkey has analyzed.

Tariq Ali in his excellent Street Capitalist blog on 29 Jul 2010 posted an insightful interview with Zeke Ashton.
In the interview Zeke amongst other things talks about how he got started in investing, his investment process and much more. 

This 27 July 2010 article called Risk Management – Some Thoughtful Observations from Centaur Capital’s Zeke Ashton, Zeke gives his thoughts on why his funds came through the 2008 crisis in such good shape, losing only 7% compares to a 40% decline in the S&P 500.

Zeke Ashton as manager of the Tilson Dividend Fund was featured in this March 2010 US News and World Report article 10 Great Mutual Funds You've Never Heard of. The fund earned a place on the list after beating the market by 18% in 2008 and, for the trailing three years, the fund's returns was in the top 1 percent of Morningstar's mid-cap blend category.

2009

In this October 2009 Forbes article Don't Fear ObamaCare Zeke Ashton talks of his favourite investment idea, Laboratory Corp. of America Holdings.

The May 2009 Manual of Ideas Exclusive Interview with Zeke Ashton

Notes from Zeke Ashton presentation, at the May 2009 Value Investing Congress entitled Surviving the Worst Case: Risk Management and Value Investing.

2008

Zeke Ashton's May 2008 Value Investing Congress presentation entitled Ten rules of value investing

2007

A transcript of Zeke Ashton presentation, at the November 2006 Value Investing Congress entitledDigging for Value in the Real Estate Rubble

A short video of Zeke Ashton giving his opinion Value Investing Congress September 2008

March 2007 Motley Fool interview with Zeke Ashton titled Value Investing Lessons From Centaur Capital

2006

May 2006 TheStreet.com interview with Zeke Ashton titled An Odd Time to Be a Value Investor?

2005

2003

A collection of Zeke Ashton articles from the Centaur Capital Partners website

Jan 2003 - When Not to Buy

Feb 2003 - J&J Strikes Again

March 2003 - Finding the Time Bomb

April 2003 - The Hedge Fund Bash

April 2003 - My Favourite Buffettism

May 2003 - Little Safety in Biotechs

May 2003 - The Risk-Averse Investor

May 2003 - Beat Risk -- and the Market

June 2003 - Kinder Morgan Steps Up

July 2003 - The Lessons of Moneyball

2001 - 2002

Zeke Ashton collection of Motley Fool articles (.pdf)

2000

In the two January 2000 articles Building a Unified Fool Portfolio (part 1) and Building a Unified Fool Portfolio (part 2) Zeke Ashton explains how the Motley Fool's Rule Maker investing strategy, which he was advising on at the time. fits in with the many other ideas and philosophical camps that are represented within The Motley Fool.

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1999

The Early Warning Flow a September 1999 Motley fool article where Zeke Ashton explains the Flow Ratio and how important it is in financial analysis.

Mini-Makers (part 1) and Mini-Makers (part 2) a September 1999 Motley Fool article where Zeke Ashton analysis a potential investment.

P.S. A media company in the wrong country at the wrong time...