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:

2010

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 company the market forgot about

Last month while running my stock screeners to find attractively valued companies I stumbled onto something that will interest you.

As you know I look for the absolute cheapest companies in Europe, the UK and the USA, irrespective of size and market they are trading on.

This time however I discovered “a gem lying in plain sight”.

It’s a really large company (that you can buy nearly anywhere) that has gotten really cheap. But is so large and obvious that it is completely overlooked by the market.

Something like a diamond lying on the sidewalk, you do not believe that it is a diamond and thus ignore it as you walk by.

Another reason I like the company it that it recently got rid of quite a large millstone around its neck, another factor that should help it perform better in future.

I immediately analysed the company and recommended it to my subscribers.


To find out how you can also get ideas like this monthly click here.