Seth Andrew Klarman is an American billionaire investor and hedge fund manager. He is known as a value investor, and is the chief executive and portfolio manager of the Baupost Group, a Boston-based private investment partnership he founded in 1982. He closely follows the investment philosophy of Benjamin Graham and is known for buying unpopular assets while they are undervalued, seeking a margin of safety and profiting from … More Investing Wisdom series 3: Books suggested by Seth Klarman [5mins]
Sir John Marks Templeton was an American-born British investor, banker, fund manager, and philanthropist. In 1954, he entered the mutual fund market and created the Templeton Growth Fund (One of the largest Mutual Fund player globally). In 1999, Money magazine named him “arguably the greatest global stock picker of the century. Sir John Templeton’s 16 … More Investing Wisdom series 1: Sir John Templeton’s rules of investing [2 mins]
The Job of an investor is becoming very difficult with each passing day. Information has become the most loosely held commodity, thanks to google. Today talking to management gives hardly any edge because most of them will give you the same tonic which Investment bankers/ Research Analyst would have given them. Judging the capability of … More A Cup of Coffee with a Distributor
Michael was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management. Michael originally joined CS in 1992 as a packaged food industry analyst and was named Chief U.S. Investment Strategist in 1999. He is a former president of the Consumer Analyst Group of New York and was … More Micheal Mauboussin’s 10 attributes of great Fundamental Investors
Trump Trade War with China can hit these Industries (Link) How organised crime took over Russia (Link) Stephen Hawking Diary (Link) Sea of Blood – China Stock market (Link) India to be the 3rd largest tourism economy in 10 years (Link) Mexico-The insider trading paradise (Link) How money and fame ruin modern thinkers (Link) Online … More Weekend Linkfest – 25.3.18
Investment decisions are one of the most critical life decisions we make. Achieving a well-diversified portfolio can be quite challenging. If one were to analyse data from the past 15 years, it would emerge that Equity, which is often perceived to be the riskiest asset class, has earned the highest returns, beating Gold, Real Estate, … More Would a savvy investor bet on Real Estate?