Tag Archives: Howard Marks

Interesting reads 04 Nov 2013 – Best Advice, Macroeconomic forecasts and Mr.Market Mental model


1. The best advice I ever got – Warren Buffett & Charlie Munger – http://cnnmon.ie/16oWenT
A snippett on best advice Warren Buffett and Charlie Munger got from each other – Investments, Business, Temprament, and Learning

2. A Dozen Investors Talk about the Folly of Macroeconomic Forecasting and the Importance on Focusing on Valuation/Margin of Safety TODAY – http://bit.ly/1fcuCow
Tren Griffin on – Benjamin Graham, Warren Buffett, Charlie Munger, Howard Marks, Michael Price, Sir John Templeton, Walter Schloss, Bill Ruane, Barry Rithholtz, and James Montier words on Macroeconomics and forecasts

3. Mental Model: Warren Buffett on Mr. Market – http://bit.ly/17H5F31
Warren Buffett’s explanation on Mr.Market in his 1987 letters to shareholders

Advertisements

Leave a comment

Filed under Investing

Interesting Reads 7 Aug 2013 – Howard Marks on investing, Questions to ask before investing, and Buybacks


1. Howard Marks as we all know a great investor and writer. His talk in the Equity Income Summit 2013 on what are the key questions that investors need to answer – http://bit.ly/1517voZ

2. Phil DeMuth, a Forbes columist talks about the one key question everyone should ask before investing – The question is ‘Do you have the edge over others’. What matters is knowing clearly whether you have the edge or not and admitting it. Never think you have an edge, which you do not, and go wrong – http://onforb.es/13fisEm

3. An excellent article by Equity Master on buybacks. This talks about what is a buyback, to understand the motive behind the buyback, what should investors look for and analyse and should they surrender their shares or not and what metrics to look for. Recently in Indian markets we see a pipeline of buybacks in the past few years, few of them were rewarding for investors like HUL, and some are not – http://bit.ly/17uG9cY

Leave a comment

Filed under Investing

Interesting Reads 31 July 2013


  1. Behavioral Challenges of Stock Selling Decisions
  2. A Dozen Things I’ve Learned About Investing from Howard Marks
  3. Look for Bargain Stocks

 

Leave a comment

Filed under Investing