Notes from Anthony Deden interview by Grant Williams

To be honest, I did not know Anthony Deden, he is the founder of Edelweiss Holdings, a private investment holding company with long-term participation in the production, chemistry and technology of food, aquaculture, materials, forestry, resources and various industrial and engineering endeavours. Recently I watched an amazing interview with Grant Williams (Real Vision) and I wasContinue reading “Notes from Anthony Deden interview by Grant Williams”

Sunday charts

If you do not know I have a Twitter account, @saetacapital, that you can follow. Every Sunday I tweet around 10 charts that I found during the previous week. This is the thread for today: #sundaycharts is here…this is from the book “Taming the Sun” (https://t.co/G0g4oKsaZa), really good read! #tamingthesun pic.twitter.com/OGuuVAvYVK — Peter Sullivan (@saetacapital)Continue reading “Sunday charts”

Reflections on the Ten Attributes of Great Investors [notes]

Yesterday I read the report published by Michael Mauboussin called as this post title. Michael is Head of Global Strategy at Credit Suisse. I am fascinated with this report, all the common sense Michael share in it. Also, I would like to recommend the Alphaville podcast with the author. About teaching: Teaching imposes a disciplineContinue reading “Reflections on the Ten Attributes of Great Investors [notes]”

Seth Klarman 2016 year-end letter

I have access to the 2016 year-end letter that Seth Klarman has shared with Limited Partners and stuff. How important is Trump’s presidency that Seth divided the year between “Before” (44 weeks) and “After” Trump to share his view of the year. The first one was dominated by tepid economic growth, low-interest rate, rich valuationsContinue reading “Seth Klarman 2016 year-end letter”

Finance Youtube channels

Youtube is the new TV. I consume more Youtube’s videos than TV real-time programs, glad to be a millennial ;). I wanna to share my favorite Youtube channels. I subscribe to all of them and follow every week. Mergers & Inquisitions Buffettology Chicago Booth Review wonkmonk Financial Times Investors Archive Aswath Damodaran Columbia SIPA