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Monday, 15 January 2018

Be like Bill Gates and Warren Buffett: If you’re not spending 5 hours per week learning, you’re being irresponsible

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“In my whole life, I have known no wise people (over a broad subject matter area) who didn’t read all the time — none. Zero.”  — Charlie...
Wednesday, 10 January 2018

Understanding Investments - How to Stop Worrying and Start Investing

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The Great Courses Plus Published on 2 Nov 2016 The Great Courses Plus here: https://www.TheGreatCoursesPlus.com/u... Investing, and th...
Wednesday, 20 December 2017

The Risks facing the Investors in Hengyuan

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Edge Weekly Analysing Hengyuan’s discount to Petron http://www.theedgemarkets.com/article/analysing-hengyuans-discount-petron Good art...

Analysing Hengyuan’s discount to Petron

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Edge Weekly Analysing Hengyuan’s discount to Petron Ben Shane Lim The Edge Malaysia December 19, 2017 16:00 pm +08 This article fir...
Sunday, 17 December 2017

Some stocks will perform better than others and these "stunners" will dominate the investor's portfolio.

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You won’t improve results by pulling out the fl owers and watering the weeds. — Peter Lynch, O NE U P ON W ALL S TREET For an investor wh...

Focus investor and Risk

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In contrast to the diversified stockholder, the focus investor will ordinarily demand a significant margin of comfort prior to allocating ...

Portfolio concentration can produce better results than diversification.

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Portfolio concentration can produce better results than diversification due to a number of factors, including  lower transaction costs —...

Waiting for a Fat Pitch

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Waiting for a Fat Pitch  I call investing the greatest business in the world because you never have to swing. You stand at the plate, th...

“What works in Investing”. VALUE INVESTING

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THE SUPERINVESTORS OF GRAHAM-AND-DODDSVILLE. Buffett contributed to the Columbia Business School Magazine, Hermes the article, “The Super...

Quality has outperformed the market by 40% over 50 years!

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QUALITY HAS OUTPERFORMED Quality companies are defined as those with high profitability, low profit volatility and minimal use of leverag...

"Cheap" classic value companies versus Quality (growing intrinsic value) companies

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Classic value metrics such as P/B, P/E or DY do not represent intrinsic value.  To illustrate this, Grantham says when he poses the follo...

The reasons for Buffett’s evolution (from using classic value metrics in his Partnership years to intrinsic value at Berkshire).

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Chris Davis shares that classic value investing would have denied Buffett the benefits of compounding (of shareholder value) that comes ...

Investment Strategies employed by Warren Buffett in his Partnerships

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Throughout the aforementioned paradigm shift incorporating corporate growth into valuation, Benjamin Graham continued to utilize his net as...