Many Lessons From Omaha
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…
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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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…