Tag Archives: Bubbles

Interesting reads 21 Nov 2013 – Bill Miller, Mohnish Pabrai, Bubbles


1. Two Dozen Things I’ve Learned from Bill Miller and Mohnish Pabrai about Investing – http://bit.ly/182kNdO
Tren Griffin on his learnings from BIll Miller and Mohnish Pabrai – From Bill Miller, Points 8 (Value traps) and 10 (Profit booking) and From Mohnish Pabrai, Points 7, 8 and 9 (Moats and Comp Adv)

2. Add Rocket Fuel to Your Net Net Stock Portfolio to Boost Your Returns – http://bit.ly/HZlngg
Wow. A simple and nice review and comparision on 2 companies – which may look great at first sight – only upon further analysis will know which company is better

3. The Greatest Economic Collapses In History – http://read.bi/1ioq016
One of the best books that I have read about Economic History is ‘The Ascent of Money’ by Niall Ferguson. This article from Business Insider gives a quick overview on worlds greatest economic collapses in history

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Interesting reads 28 Oct 2013 – Great Investors, Phillip Fisher, Walter Schloss, Bubbles


1. From Buffett to Fisher: Winning stocks identified using wisdom of 5 market gurus – http://bit.ly/1clVXH6
An excellent article from Economic Times – on short notes on 5 great investing gurus and a few stocks picked to match their style. Analyse these stocks further before deciding to buy or sell.

2. A Dozen Things I’ve Learned from Philip Fisher and Walter Schloss About Investing – http://bit.ly/1eYZ6dA
Tren Griffin distills the investment knowledge and wisdom from great investors Philip Fisher and Walter Schloss.

3. Historic Stock Market Bubbles Repeat. Learn and Predict the Next One – http://bit.ly/1dCFwpP
A collection of articles posted on Old School Value blog on various stock market bubbles – An excellent read.

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