Monthly Archives: June 2018

Classic essay revisit – “The Superinvestors of Graham-and-Doddsville” by Warren E Buffett

By | June 25, 2018

“Superinvestor” Warren E. Buffett, who got an A+ from Ben Graham at Columbia in 1951, never stopped making the grade. He made his fortune using the principles of Graham and Dodd’s Security Analysis. Here, in celebration of the 50th anniversary of that classic text, he tracks the records of investors who stick to the “value… Read More »

What’s your view on the part of the cycle we are in?

By | June 11, 2018

This was a question to me the past week from a Co-CEO of a major asset management firm. The embedded message was almost: since we are in the late stage of a cycle, what’s your approach to investing? Coincidentally, Warren Buffett used a baseball metaphor last week when asked the same question: the economy is… Read More »

Only things that matter in investing!

By | June 4, 2018

We live in a very “noisy” world. The news media used to be on a weekly or daily publication cycle and now it is up to the minute thanks to widespread of social media channels. The actions to buy or sell securities used to be difficult and expensive, and required a telephone call to a… Read More »