June 18th, 2010 by jwolinsky
By co-blogger Sandesh Trivedi of http://sandeshtrivedi2.blogspot.com This is part II of the value investing seminar conducted by Bruce Greenwald. Part I can be found here. I will give a brief bio about Bruce Greenwald to those unfamiliar with him. Bruce Greenwald is director of research at First Eagle Funds. He is also the Robert Heilbrunn [...]
June 14th, 2010 by jwolinsky
Bruce Greenwald’s seminar starts off with an examination of non-value investing. He discusses short term investing using a fundamental approach such as predicting earnings, or macro economic conditions. Greenwald states that his dentist utilizes this approach. Greenwald briefly touches on technical analysis. Greenwald talks about efficient market investing and asset allocation. Greenwald states that there [...]
June 14th, 2010 by jwolinsky
By co-blogger Sandesh Trivedi Marty Whitman is truly a living legend in the world of value investing. It is always a pleasure to read and find great investing insights from his letters. Here in this letter from the year 2001 he reflects on “net nets” and investing practiced in the real world, as opposed to [...]
May 31st, 2010 by jwolinsky
Another great find by my friend sandesh trivedi of http://sandeshtrivedi2.blogspot.com/. Sandesh, like I is a big fan of Bruce Greenwald. Sandesh found a great interview that Greenwald gave when he visited India several years ago. Greenwald talks about moats, valuing growth, and many other themes that Greenwald writes about in his book Competition Demystified, which [...]
May 28th, 2010 by jwolinsky
This is an old video of Bruce Greenwald that my friend Sandesh Trividei ([email]sandeshtrivedi@gmail.com[/email]) of http://sandeshtrivedi2.blogspot.com ,however I have never seen this video before. Great work by Sandesh finding this gold mine. Greenwald talks about Walmart being a value trap, and states that American Express is a good buy. Greenwald is known for being bearish [...]