Howard Marks CNBC Interview Audio Oaktree’s Howard Marks: Invest When Optimism Is Low, Not High Howard Marks, Oaktree Capital co-founder, weighs in on the markets under a Trump presidency.
Published on Mar 19, 2017 A speech and Q&A with billionaire Charlie Munger. In this speech at Harvard, know as The Psychology of Human Misjudgment, Charlie discusses his 24 rules for avoiding human misjudgement. Later Charlie takes questions from those […]
In this class, we started with a quick review of narrative changes, shifts and breaks and how earnings reports, in particular, can alter your narrative for a company. Since many of you will be dealing with new earnings reports, I […]
If risk rises, a better alternative to gold could be commodities Slowing economies, especially emerging markets, caused commodity price fall Risk is that the whole world slows Article by Andrew Stotz, Become A Better Investor
Malaysia appears to be a less attractive market these days Low ROE of 9.7% and high PE of 16.3x Growth forecasts are low The good news, volatility is low Malaysia Not So Attractive, But Low Volatility Article by Dr. Andrew […]
Low ROE relative to the world, Telecoms has highest profitability Looks expensive on a PB basis given the low ROE Earnings and price momentum are both low Good news is that risk is low Malaysia Currently Does Not Look Very […]