Search Results for: secret to investing

Robert Schiller’s Lectures on Finance and Investing

“Someone mentioned the philosopher’s stone. To the surprise of all present, Law said he had discovered it. “I can tell you my secret,” said the financier. “It is to make gold out of paper.” –John Law, Promoter of the South … Continue reading

Questions from Readers-Emerging Franchises & Fusion Investing

Questions from a Reader: Subject: Competition Demystified+Fusion Investing QUESTION I am currently reading Bruce Greenwald’s Competition Demystified, and I am not finished. However, I remember asking you before about emerging franchise, and you replied that Prof. Greenwald covered this topic in … Continue reading

A Reader Asks, “How Can I Improve as a Value Investor?”

A Reader’s Question Thank you once again sharing the links, access to the value vault, and your blog posts. My experience over the last couple of years has been primarily in private growth investing, and the insights you have shared … Continue reading

Readers Discuss charlie479

No victor believes in chance. – Friedrich Wilhelm Nietzsche Thanks to contributions from two readers, Chai and “TC”, who analyzed charlie479–the author of these case studies:http://wp.me/p1PgpH-cg, http://wp.me/p1PgpH-dc and http://wp.me/p1PgpH-cT we can learn what they gained from the cases. Please excuse the light … Continue reading

Thomas Kaplan, an Investor in Novagold

Mr. Kaplan is the perfect investor to study to improve your investing in deeply cyclical resource investments and to understand gold. As Mr. Kaplan explains in an interview (2017): “Gold is not someone’s liability…. Economically, we are in unchartered waters.” … Continue reading

Project Punch Card Investment Event December 7th in NYC–Hurry!

Our goal at Project Punch Card is to foster long-term investment orientation amongst students underrepresented in the investment research and management business. “We are delighted to announce that Alice Schroeder, the author of The Snowball: Warren Buffett and the Business … Continue reading

Excellent Article: The Psychology of Money

Two Investors If you only read one post on this blog, then let it be this one. John Chew Let me tell you the story of two investors, neither of whom knew each other, but whose paths crossed in an … Continue reading

Fraud, Lies, Social Proof, and the Will to Believe: Theranos

 So what do you think? Are you enthused, impressed, and a believer?   Read Fortune She is out for blood Theranos First Read The New Yorker Blood Simpler Here is an early interview of Eliz. Holmes: Could this finger … Continue reading

Bitcoin: the World’s Largest Pump and Dump in History. Who Knew?

The clues and facts add up. Let’s sit and think for a minute: In what rational universe could someone simply issue electronic scrip — or just announce that they intend to — and create, out of the blue, billions of dollars … Continue reading

Changes in the Finance Industry; A Hatchet Job on Buffett

Structural Changes in the Finance Industry for Junior Miners https://www.youtube.com/channel/UCyjyUPbLw38tG9iAw0p7nxg Hatchet Job on Buffett Special Investigation: The Dirty Secret Behind Warren Buffett’s Billions America’s favorite investor loves monopoly, not free markets. By David Dayen Surprise!  Buffett craves monopolies.  Who wouldn’t … Continue reading