I added this classic about value investing to my reading list some time ago. I read the recently updated verion (Dec 2020).
Continue reading “Book-review: Value Investing: From Graham to Buffett and Beyond, by Bruce Greenwald”Tag: investment philosophy
Food for Thought #29 // Links🔗
This time the most interesting content I stumbled over includes: Trust, more ETF saving plans , shorting Tesla, investment philosophy, stories, FLOW NA, TBX, BOL, VIV, UMG, …
Continue reading “Food for Thought #29 // Links🔗”Food for Thought #25 // Links🔗
This time the most interesting content I stumbled over includes: Howard Marks’ memo, Twitter, Hong Kong,
Continue reading “Food for Thought #25 // Links🔗”Food for Thought #23 // Links🔗
I stumbled over some reviews of 2020 (and some other stuff) …
Continue reading “Food for Thought #23 // Links🔗”Do you use fair value or intrinsic value?
The two expressions intrinsic value and fair value are used interchangeably by most investors, certainly including myself so far! I believe we should use the two expressions more deliberately going forward and focus on the small differences. Here is why …
Continue reading “Do you use fair value or intrinsic value?”Food for Thought #22 // Links🔗
The year is coming to an end. Here is some more food for thought for the weekend or the holidays, including: investing with a sense for future regrets, Charles Schwab, Square, FEmsa, BBBY, …
Continue reading “Food for Thought #22 // Links🔗”My QnA with Morgan Housel (collaborative)
Morgan Housel (from collaborative fund) has a few very good questions, and I have a few answers, most likely not as good as his questions, though. Please do not take my post too seriously, but …
Continue reading “My QnA with Morgan Housel (collaborative)”What is right for You: Value or Growth Investing? And is value investing dead?
The fight between the two corners has been going on forever and in recent years ‘growth investing’ might have had the upper hand, but I believe discussions mostly miss the point! I believe it is time to classify the two from the view of a value investor in a broader sense. I hope I can provide some clarity on the matter …
Continue reading “What is right for You: Value or Growth Investing? And is value investing dead?”