Tag Archives: Warren Buffett

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

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Interesting reads 02 Nov 2013 – Warren Buffett, Walter Schloss, Franklin Templeton


1. Buffett 101 & Investing for Higher After Tax Returns – http://bit.ly/16UtG2I
Pointers on cash flow discounting and also the link to the discussed “Investing for Higher After-Tax Returns” – http://bit.ly/1gin8Dx

2. Value Investing Works – Here’s Why – http://bit.ly/1aiYBpu
Some basics on Value Inveseting referred to greatest investing minds, and the link to Geoff Gannon’s article on Walter Schloss    “Walter Schloss: 1916 – 2012” – http://bit.ly/x41gKp

3. Warren Buffett Warns Amateur Investors Against This Common Mistake – http://bit.ly/1ctFmS1
Warren Buffett on mistakes made by investors like timing the market and frequent trading. The embedded slideshow on “Why people lose money while investing” is a great one to view

4. Top 10 corporations that control almost everything you buy – http://read.bi/1atNS1F
A nice infographic on greatest brands of the world and how many fast moving products they have, controlling the market. Applicable mainly for the US.

5. When Small is Big – http://bit.ly/1aIbe1F
An excellent write up from Franklin Templeton on ‘small is big’, tells us how and where to look for mid/small caps to become multibaggers – emerging markets and growth in middle class population which is and will drive this

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Interesting reads 31 Oct 2013 – Sir John Templeton, Warren Buffett, Benjamin Graham


1. How to get rich like Sir John Templeton – http://bit.ly/17PQDo7
A short and simple article on Sir John Templeton’s success – Surprisingly he borrowed money in 1930s and invested with guts in the stock markets, when everyone was running away from it during Great Depression

2. Warren Buffett: Top 3 investing mistakes to avoid – http://usat.ly/1bovELu
Warren Buffett’s advice to avoid 3 investing mistakes – Timing the market, Mimicing others and Paying fees & Expenses

3. Seven Key Tips to Value Investing – http://bit.ly/1aJQEya
Benjamin Graham’s 7 advices for value investors – Never lose money, Do not speculate, Avoid margin trading, Beware of Mr.Market, Margin of Safety, Analyse Management, and Read, Read and Read

4. Benjamin Graham on Liquidating Value – http://bit.ly/1aEVvAr
Though most of us do not invest in companies at liquidation value (unless you want to buy the entire business), this is still a good read to understand how Benjamin Graham analysed such companies during 1930s in his book Security Analysis

5. The Quality of Business Earnings – Checklist of Questions – http://bit.ly/17XkNFZ
One more checklist for investors – these 17 questions provide some insights on what to look for in a business

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Interesting reads 25 Oct 2013 – Value Investing, Behavioural Bias, Warren Buffett


1. Value Investing: Skill Versus Luck Part I – http://bit.ly/1a9UNsP
A simple and nice article on Skill Vs Luck in investing, and why it is difficult to replicate great returns. Surprising to know Walter Schloss has underperformed indices for long time, but, eventually emerged out.

2. Value Investing: Skill Versus Luck Part II – http://bit.ly/1acPkoW
Part 2 of Skill Vs Luck article – discussing Luck Vs Skill in long term results and does luck play a role in good businesses etc.,

3. Five Ways Your Brain Tricks You Into Poor Investment Decisions – http://bit.ly/Hg1OQg
An excellent infographic on how our mind tricks us when making investing decisions – providing some behavioural biases examples

4. How Warren Buffett’s ‘LeBron James Analogy’ Could Make You A Fortune – http://bit.ly/1bi7XnT
About Warren Buffett on portfolio concentration by referring LeBron – NBA sports star and his endorsement concentrations

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Interesting reads 23 Oct 2013 – Warren Buffett, Michael Mauboussin


1. Untangling Skill and Luck – http://bit.ly/HaFPdG
As usual Michael Mauboussin amazes us on Skill VS Luck in his recent e-book.

2. Meeting with Warren Buffett 28Jan05 – http://bit.ly/1fV1FQP
An excellent post from Jae Jun of Old School Value. The notes you are about to read was taken from a student (age unknown) after meeting with Buffett. Quick read with lots of great points.

3. Investing with Smaller Amounts of Money – http://bit.ly/1cWKHOu
What will be Warren Buffett’s investment approach if he has only a small amount of money to invest? Click to read his answer to a question asked by an Indian investor during Warren Buffett’s visit to India

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Interesting reads 19 Oct 2013 – Seth Klarman, Warren Buffett, Bruce Greenwald


1. Patience and Capacity to Suffer – Lessons from a Legendary Value Investor – http://bit.ly/1cV8v7W
Seth Klarman’s Baupost Group vastly underperformed the S&P index from 1995 to 1999 – that is during the tech boom. What Seth Klarman has to say in his letters to shareholders during this period.

2. Free Equity Research Reports India – http://bit.ly/16gqdRb
An useful article on anyone looking for equity research reports. These google groups provides lots of information about markets and research reports.

3. An Interview With Bruce Greenwald, Value Investing Guru – http://bit.ly/H1KzSL
A youtube video on Bruce Greenwald’s interview on investing.

4. How Warren Buffett Thinks About Risk Management – http://bit.ly/1c2e8l8
A short and simple article on how Warren Buffett thinks about Risk Management. Also, how he initially decided not to invest in his friends startup and later decided to invest. Find a link to an hour long video with Alice Schroeder.

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Interesting reads 08 Oct 2013 – Mohnish Pabrai, Warren Buffett, Benjamin Graham


1. Does Valuation Matter? – http://bit.ly/16rgO3y
An article on why valuation matter and types of valuation and issues in finding fair value of a stock

2. Inflation and Stock Selection – http://bit.ly/1ci2PV4
This article focuses on how inflation impacts stock returns, and companies that stand to benefit and loose from inflationary scenario.

3. The Almighty Investment Strategy Following the Footsteps of Ben Graham – http://bit.ly/1afA0UG
A nice article on Ben Graham’s Net Net approach and situations that trigger such opportunities.

4. Mohnish Pabrai: Here’s Why Buffett Bought Coke (KO) in 1987 – http://bit.ly/GzFRL8
An excellent article which refers to Mohnish Pabrai’s points to note on why and how Warren Buffett bought Coke.

 

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