If there was one thing I learnt from my recent trip to Omaha, Nebraska (and let me tell you: I learnt a lot), it’s that you don’t have to be hunkered down in a glittering marble office in Wall Street […]
Author: Investment Master Class
Overcoming Your Investment Fears
One of Warren Buffett’s most famous sayings is: “To be Successful in the Stock Market, Be Fearful When Others Are Greedy and Greedy When Others Are Fearful.” The challenge for investors is that, as humans, we’ve evolved from hunters and gatherers and […]
Stock Prices Follow Earnings
More than 50 years ago, Benjamin Graham, the ‘Father of Value Investing’, observed “In the short run the market is a voting machine, but in the long run, it is a weighing machine”. That one quote contains as much wisdom today […]
Beware Of Zeros, Averages, & Non-Llinearity
Article by Investment Masters Class Over the two decades that I have been advising institutional clients on markets, I’ve experienced my fair share of extreme stock market volatility. This has included market crashes, stock price death spirals and short squeezes. […]
Warren Buffett’s Edge
By Investment Master Class “Defining what your game is, where you are going to have an edge is enormously important” Warren Buffett Every successful investor has an edge. And when I say ‘edge’, I’m referring to the difference we have […]
Learning From James Dimon
Article by Investment Masters Class There are a number of letters that I look forward to reading each year. Some of them are well known and Buffett’s are, of course, a classic example. There are also others that have added enormous […]
Learning From Ron Shaich Of Panera Bread
The restaurant industry is a hyper competitive industry – this has long been the case. It’s mature, fragmented and has negligible barriers to entry. New entrants are attacking all the time. And it’s an industry which is as “tough as hell” to […]
The Investment Masters On Bond Investing
Article by Investment Masters Class If we were asked to come up with 5 or 10 names of the world’s greatest stock market investors, most of us could do it easily and many of us would probably include one or […]
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Semper Augustus – Annual Letter Highlights [Part II]
By Investment Master Class As I mentioned in my last post, Chris Bloomstran’s latest letter is a very worthwhile read. Not only does it cover his views of the market’s new breed of Super Investors, it also offers insights into […]
Learning From Albert Einstein
In my post on Leonardo DaVinci, I spoke about the man’s defining success characteristic – curiousity. Despite his multi-disciplinary genius and innovative mindset, his natural curiousity set him apart in his time and allowed him to develop skills and ideas […]
