value investing | valuation | finance
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”
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]”
“So how do you really understand and gain that great insight? Pick one business. Any business. And truly understand it. I tell my interns to work through this exercise – imagine a distant relative passes away and you find out that you have inherited 100% of a business they owned. What are you going toContinue reading “Investing thought”
Buffett's commonsense investment rules. #valueinvesting #value #warrenbuffett pic.twitter.com/7gl2VkC97L — Peter Sullivan (@saetacapital) June 8, 2016
Seth Klarman is one of the best-known value investor. He run a company called The Baupost Group for 33 years. In this list published last January the assets under management are $27 bn. I started his book, “Margin of Safety”, and I wanna to share my notes here, just to re-read it in the future. ChapterContinue reading “Notes: Margin of Safety”
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