Investing
How to think about Chinese Stocks
Vitaliy Katsenelson has a skeptical piece on China’s economic “miracle” at MSN Money. As we pointed out earlier this month, skepticism has never been a strong suit of the Raging China Bulls and it’s refreshing to hear intelligent, contrarian voices like Vitaliy on the investment side or Derek Scissors for a broader economic/political view.
But there’s [...]
Charles de Vaulx on International Investing
The Manual of Ideas has detailed notes from a presentation given by Charles de Vaulx of International Value Advisers LLC at the Value Investing Congress earlier this week in Pasadena.
Charles is bullish on Swiss food giant Nestle and Secom, a Japanese company that specializes in home security systems. He also likes gold, high-yield bonds, [...]
LTCM Explained
There may be nothing in the history of the hedge fund industry that is as poorly understood as the demise of Long Term Capital Management. In this amazing video from MIT TechTV you can hear the whole story from ex-LTCM partner Eric Rosenfeld.
Share and Enjoy:
Working Man’s Buffett
One of the greatest value investors of our time held forth the other day for a small group of listeners. There were no CNBC cameras, no arenas packed with faithful followers, and no talking lizards.
Just a conference call. Four people asked questions and it was over in less than an hour. It wasn’t mentioned anywhere [...]
8 Lessons from Sir John Templeton
Sir John Templeton left behind a lifetime of investing wisdom when he passed away this week at the age of 95. Many of Templeton’s greatest lessons were first chronicled in the pages of Forbes. Here are eight worth remembering:
1. All investing is global. Templeton became famous in America for promoting the idea of global diversification, [...]
