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 […]
Author: Investment Master Class
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 […]
The New Super Investors
By Investor Master Class I always enjoy reading the letters of investment managers with long term records of success; whether it’s a new investment idea or perhaps a new ways of thinking about the economy, markets, psychology, risk or market […]
Learning From Benoit Mandelbrot
By Investment Master Class If you’ve been reading some of my recent posts, you will have noted my, and the Investment Masters belief, that many of the investment theories taught in most business schools are flawed. And they can be dangerous […]
Warren Buffett’s Annual Letter – Highlights
By Master Class Invest Warren Buffett’s annual Berkshire Hathaway letter was released after the market closed on Friday. Like a lot of things Buffett, this is unconventional. Buffett wants to ensure analysts and his investors, or ‘partners’ as he considers […]
Investment Models
By Investment Master Class Over the last 20 years or so I’ve studied the world’s greatest investors and I’ve tried to unpick the characteristics that have made them successful. While business schools all over the world focus an inordinate amount […]
What Farming Can teach Us About Value Investing
By MasterClassInvest Many inferences have been drawn over time between the Market and Business. This is nothing new to any of us and we have seen it often. The analogies are always simple, clean and relevant and offer practical value […]