Tag Archives: James Montier

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 23 Sept 2013 – James Montier, Intrinsic Value


1. A Dozen Things I’ve Learned from James Montier about Investing – http://bit.ly/19udIwG
Tren Griffin on investing lessons from James Montier – Though all points are great with examples, the ones interested me are about forecasting future price, focussing more on outcome than the process.

2. The Real Definition of Intrinsic Value – http://bit.ly/16mvHUK
An excellent article with two nice examples on buying businesses. Key points related to what and how to determine intrinsic value and how the low earnings multiple should not matter, instead buying great businesses with a premium will help in the long run
Here is the related article ‘The Luxury of Thinking Like An Owner’ – http://bit.ly/14q5Udz

Leave a comment

Filed under Investing