Value Investing Links: What We Are Reading This Week

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Value Investing Links: What We Are Reading This Week
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Value Investing Links

Interview with Tobias Carlisle, Managing Partner of Eyquem Investment Management and Author of Quantitative Value & Deep Value

Interview with Wesley Gray, Author of  Quantitative Value

Robinhood 2021 Conference: Cathie Wood discusses her investment process with Lee Ainslie [Exclusive]

Yarra Square Investing Greenhaven Road CapitalARK Invest is known for targeting high-growth technology companies, with one of its most recent additions being DraftKings. In an interview with Maverick's Lee Ainslie at the Robinhood Investors Conference this week, Cathie Wood of ARK Invest discussed the firm's process and updated its views on some positions, including Tesla. Q1 2021 hedge fund letters, Read More


Who Will Rule the Oil Market:

http://www.nytimes.com/2015/01/25/opinion/sunday/what-happened-to-the-price-of-oil.html?_r=2

How Low Can You Go? Doing the Petrobas Limbo!

http://aswathdamodaran.blogspot.ch/2015/02/how-low-can-you-go-doing-petrobras-limbo.html

How Pat Dorsey Is Moving Beyond Economic Moats:

https://www.valuewalk.com/2015/02/pat-dorsey-economic-moats/

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I developed my passion for investment management especially equity research at a relatively young age. My investment journey began when I was 20, at a point in time where markets were still recovering from the Global Financial Crisis. My portfolio started from money I saved over the past years and through working during the holidays. I was fortunate to have a good friend with common investing mentality to began my journey towards value investing. To date, we still research and invest in companies together, discussing valuations and potential risks of a company. To date, I manage a fund with a value investing style. Positions are decided upon via a bottom-up approach or smart speculation (a term I came up with when buying a stock for quick profit due to a mismatch in prices in the market due to takeovers/selling of a subsidiary or associate). Apart from managing my own portfolio, I enjoy sharing my research with family and friends, seeking their opinions and views towards the stock. Reading Economics in London, I constantly keep up with the financial news in Singapore & Hong Kong. Despite my busy schedule, it has not stopped me from enjoying other aspects of life. I enjoy a variety of activities in whatever free time I may have – endurance running, marathons, traveling, fine dining, whiskey appreciation, fashion. Lastly, I enjoy meeting new people, discussing ideas and gaining new perspectives towards issues in the world.

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