The Alchemy of a Stock Market Wizard

"All intelligent investing is value investing - acquiring more than you are paying for. You must value the business in order to value the stock." - Charles T. Munger. Subscribing to a diverse set of philosophies originating from Benjamin Graham and Philip Fisher to modernized concepts of Behavioral Finance, Value/Special Situations Investing and Active Selective Contrarian Index/Portfolio Investing.

Pages

Home
Videos

Total Pageviews

Seth Klarman & Charlie Rose

An Interview with Seth Klarman and Charlie Rose from Facing History and Ourselves on Vimeo.

at 4/05/2013 10:28:00 PM

Email This BlogThis!Share to Twitter Share to Facebook Share to Pinterest

Labels: Seth Klarman

No comments:

Post a Comment

Newer Post Older Post Home

Subscribe to: Post Comments (Atom)

Support my Page. Order from Stella&Dot Stylist Arrie Bernard

Support my Page. Order from Stella&Dot Stylist Arrie Bernard

stella&dot

Order from Stella&Dot Stylist Arrie Bernard

AMB Underwood Simulated Fund

AMB Underwood Value Fund

Popular Posts

Earthlink: Mr. Market Looking through the Looking Glass

Overview: - Undergoing restructuring primarily through acquisitions - Investment community sentiment low for company; holds balanced percep...
Monsters... or Heroes by Pilip Zimbardo in TEDTalks
A Conversation with Charles T. Munger
Peter Lupoff of Tiburon Capital Group
Publicly Traded Companies in Alabama

This weekend I sat down pouring over all the listed companies located in Alabama. Below is the generated result that came out of that effort...
Yahoo! an Interesting L.O.P. Sided Investment

The law of one price (LOP) is an economic concept which posits that "a good must sell for the same price in all locations&quo...
You're Welcome Planet Earth: The Most Powerful Trading System Ever Publicly Revealed

H ow would another life form view our financial market system? In his book, “ You're Welcome Planet Earth: The Most Powerful Trading Sy...
Li Lu's 2010 Spring Lecture at Columbia

I understand this is old but it is always good to be refreshed of old ideas. Similar to how Warren Buffett reverts back to Graham and Dodd&#...
Observational notes on Knowles Corp (KN)

By Owen I.L. Bernard II Edited by Alexander H. Yazdani Description Knowles Corp (KN) represents a lucrative holding to date; market...
Observational Notes on Nordion Inc. (NDZ)

Journal Entry: 12 Aug 2013 Nordion Inc. Capitalization Rate in millions except shares outstanding Closing price: $7.59 Shares Outstan...

Blog Archive

► 2011 (54)
- ► Oct (1)
- ► Nov (20)
- ► Dec (33)

► 2012 (54)
- ► Jan (6)
- ► Feb (1)
- ► Mar (2)
- ► Apr (8)
- ► Jun (1)
- ► Jul (5)
- ► Aug (10)
- ► Sep (10)
- ► Oct (4)
- ► Nov (4)
- ► Dec (3)

▼ 2013 (47)
- ► Jan (1)
- ► Feb (7)
- ► Mar (8)
- ▼ Apr (4)
- ► May (8)
- ► Jun (2)
- ► Jul (1)
- ► Aug (6)
- ► Sep (10)

► 2015 (2)
- ► Mar (1)
- ► Apr (1)

Resources

Currently Reading
Recommrnded Reading
United States Proxy Exchange
Corporate Governance
Moxy Vote: let you voice be heard
Proxy Democracy
LMCM's Thought Leader Forum
Fama/French Forum
Mirus Capital Advisors
Focused Investor.com: The Focused Few
Value Investors Club
Propthink
Whopper Investments
Magic Formula Investing
Value Weighted Index
The IFA Index Calculator
Jason Zweig Resource Page
Outstanding Investor Digest
Value Investor Portal
Jamie Gritton's MI Backtester

Disclaimer

This blog reflects the opinions of the author. The author, his family, and funds the author manages and/or associated with may or may not have a position in any of the investments mentioned. Nothing shall constitute as investment advice or a recommendation to purchase or sell any investment securities. This blog constitutes analysis and/or market commentary and not an investment recommendation and as such, should not be used in isolation to make an investment decision. The commentaries are for informational and educational purposes only. Rather, these commentaries are presented solely for the purpose of illustrating my investment approach. These commentaries contain my views and opinions at the time such commentaries were written and are subject to change thereafter. The information herein is obtained from sources assumed to be reliable, but there can be no guarantee as to its accuracy. Under no circumstances should a person act upon information or opinions in this blog when making investment decisions without first consulting an investment adviser as to the suitability of such information or opinions for the specific situation. These commentaries may include “forward looking statements” which may or may not be accurate in the long-term. The author undertakes no obligation to update this report based on any future events or information. Estimates are subject to numerous assumptions, risks and uncertainties which change over time. It should not be assumed that any of the securities transactions or holdings discussed were or will prove to be profitable. Past performance is no guarantee of future results.

Simple theme. Powered by Blogger.