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.

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Interview with Howard Marks at the Milken Institute

at 5/04/2013 12:50:00 AM

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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.

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