Category Archives: Value Investing
Becoming Warren Buffett
I just watch it! It is a great documentary film about his life, most of the time he is talking about his family. I though the whole documentary will be about life/business related but it was a huge surprise that most of the time it was about his life. This week Charlie Rose interviewed WarrenContinue reading “Becoming Warren Buffett”
2017: a value year?
Great interview by Estrategias de Inversión. If you understand Spanish you must watch this interview to María Dolores Solana, Fund Manager at Santander Asset Management. She has been managing the fund Santander Small Caps for more than 10 years. See below the performance (source). A few comments and quotes: “I am starting to change theContinue reading “2017: a value year?”
The Memo: Expert Opinion by Howard Marks
New memo is out. For those who follow Howard Marks this insight is a must-read. The Memo: Expert Opinion | Link
Howard Marks and Rajath Shourie.
Books for Christmas.
Winter is coming here and Christmas is coming. Jason Zweig, Investing Columnist at WSJ’s blog Total Return, published a post about “best books for investors” he would be comfortable with decades from now. I think he did a great list, I did not know a few books (How to Lie with Statistics and Surely You’re Joking, Mr. Feynman!). Link.
Episode 3: Warren Buffett
Episode 3: Warren Buffett, Berkshire Hathaway CEO Great conversation between Warren Buffet and David Rubestein (The Carlyle Group Co-Founder). Link.
‘Peter Lynch, the total investor’
If you know Spanish you MUST watch this video.
The most important thing…
“The absolute best buying opportunities come when asset holders are forced to sell, and in those crises they were present in large numbers” Howard Marks.
SAETA CAPITAL 