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Special Report on

Global Value Investing

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"As with his weekly column, James Montier′s Value Investing is a must read for all students of the financial markets. In short order, Montier shreds the ′efficient market hypothesis′, elucidates the pertinence of behavioral finance, and explains the crucial difference between investment process and investment outcomes. Montier makes his arguments with clear insight and spirited good humor, and then backs them up with cold hard facts. Buy this book for yourself, and for anyone you know who cares about their capital!" - Seth Klarman , President, The Baupost Group LLC The seductive elegance of classical finance theory is powerful, ...
However, the future distributions and the appropriate discount rate can only be assumptions. For the last 25 years, Warren Buffett has taken the value investing concept even further with a focus on "finding an outstanding company at a sensible price" rather than generic companies at a bargain price.
Value Investing Congress: Notes From Day 2 ~ market folly
and now we're covering day two of the event. Today we'll detail the investment ideas from Eric Sprott (Sprott Asset Management), Whitney Tilson & Glenn Tongue (T2 Partners), Lei Zhang (Hillhouse Capital Management), Tom Russo (Semper Vic) and David Nierenberg (D3 Funds). Eric Sprott of Sprott Asset Management : Eric Sprott unsurprisingly gave a presentation on investing in precious metals. As we've covered on the site before, Sprott launched a physical gold trust and has stakes in various miners . He notes that we live in a world where governments continually spend money to boost GDP and that it is a race to ... market research, surveys and trends
Ignore the Theories and Buy Bargains
Talk Investment - Finance - Insurance - Mortgage - Bank Loan - Government Policy - Tax - Economics Effect - Politic Impact Ignore the Theories and Buy Bargains Everything you learn at business school is wrong," says GMO's James Montier in his latest collection of essays, Value Investing: Tools and Techniques for Intelligent Investing. I didn't go to business school but I think I learnt much the same muck as my husband (who did) on the Swiss Bank Corp (SBC) graduate training course. There we were taught about 'modern portfolio theory', listened to endless, boring lectures on the 'capital asset ... market research, surveys and trends


Global Value Investing Four-Step Investment Program
Investing is a life-long activity focused on creating a better future. A sound disciplined investment plan can help you reach your goals -- for retirement, family, or business. In the following sections, a stylized approach to investing is outlined, and the different investment opportunities among marketable securities are discussed. Special emphasis is placed on the appropriateness of these for individual investors. Four-Step Investment The Four-Step Common Stock Investment Program serves as a point of departure for investing in common stocks. Following these steps is like waltzing your ... industry trends, business articles and survey research
Tom Russo on Global Value Investing (Part II) --
And they're there for a reason, but they may not even be able to explain to you. But my goal would be an investment in all of those that show up regularly. Even grown adults, when asked, "Do you have Weetabix?" will answer (because one of the messages is that it has something good for you, it somehow fortifies you for the day's events) "No, I'm getting busy, so I tend to eat on the run. But if I have an important meeting, I'll have my Weetabix." And just that kind of legacy that endures is what you really want to find in the investment. QUESTION: I love Weetabix as a ... industry trends, business articles and survey research
Value Investing and Old Mr. Market
from a self-described “old valuation guy” lamenting the disappearance of value and value investors from the market. I usually enjoy these articles. I like sitting on Uncle Warren’s knee while he talks about the time he swapped a bag of cocoa beans for a controlling interest in Berkshire Hathaway : For several weeks I busily bought shares, sold beans, and made periodic stops at Schroeder Trust to exchange stock certificates for warehouse receipts. The profits were good and my only expense was subway tokens. Great story, Uncle Warren. I’m right now trying to buy Pfizer ( PFE ) with a paper clip and ... market trends, news research and surveys resources
Hedge Fund East Coast on Consensus vs. Variant Perception Investing
We're pleased to present the second quarter 2010 commentary from East Coast Asset Management. The letter, penned by Chief Investment Officer Christopher Begg, touches on a number of intriguing and hotly debated topics, including inflation. Some of you will recall that we featured some past commentary from East Coast where the hedge fund examined the deflation-reflation continuum . East Coast is decisively in the inflationist camp. It believes that central banks armed with printing presses can only lead to one outcome. Its portfolio is positioned to mitigate the effects of any tail risk events such as ... market trends, news research and surveys resources


Value Investing: Tools and Techniques for Intelligent Investment
21 Going Global: Value Investing without Boundaries. 22 Graham's Net-Nets: Outdated or Outstanding? PART V THE 'DARK SIDE' OF VALUE INVESTING: SHORT SELLING ... technology research, surveys study and trend statistics
News Release: Gross Domestic Product (GDP) and Corporate Profits
Real gross domestic product -- the output of goods and services produced by labor and property located in the United States -- increased at an annual rate of 2.7 percent in the first quarter of 2010, (that is, from the fourth quarter to the first quarter), according to the "third" estimate released by the Bureau of Economic Analysis. In the fourth quarter of 2009, real GDP increased 5.6 percent. The GDP estimate released today is based on more complete source data than were available for the "second" estimate issued last month. In the second estimate, the increase in real GDP was 3.0 percent ... technology research, surveys study and trend statistics
Columbia Investment Management Association
Bill Ackman is the managing member and portfolio manager of Pershing Square Capital Management, L.P., a concentrated research-intensive fundamental value investor in long and occasionally short investments in the public markets with assets under management of approximately $6 billion. Pershing Square has played an active role in creating value at companies including Wendy's International, McDonald's, Ceridian Corporation, and Sears Canada. Prior to forming Pershing Square, Mr. Ackman co-founded Gotham Partners, L.P., a public and ...
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Angel investing. What exit strategies? | LinkedIn Answers | LinkedIn
I have a strategic consulting firm working with Italian SMEs. With my company, I am thinking about the opportunity of investing in more or less 10 Italian start-ups in the next year. My goal would be to take a minority stake (around 5%) in each one of the invested companies. In principle I don't have a preferred industry or sector and am also interested in companies that can become good SMEs. I mean companies that not necessarily think of becoming the next Google. Now I am reasoning about the possible exits strategies for me. Here is what I thought: - First exit: Resell the equity to the other shareholders (this is the most ...
Asian Stocks - Investing: Global Markets - Money -
  A: It is nice to know that you are looking at "Equity" from Investment point instead of trading. This ...   Q: I have been looking at stocks like Yahoo, Walmart, Coca Cola etc. And it seems to good to be ...   A: Your strategy is very interesting. I will just add few points for selecting good stocks. Look out ...   Q: I am an American trying to purchase several Asian stocks. They are only listed on their own ...   A: I fail to undestand why your broker is mentioning about $20,000/- per company. It is big amount per ...   Q: I am Nazir from Kerala, India.I want to know that how the ...