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Special Report on

Reflections on Value Investing

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“An investment operation is one, which, upon thorough analysis, promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculative.” - Benjamin Graham On December 3, 1999 Warren Buffett auctioned his 20 year-old wallet to benefit charity. Inside was a stock tip. A few weeks later the winner of the auction, John Morgan released the name of the company on the stock tip. It was First Industrial Realty Trust. I am analyzing the company as if it was December 3, 1999. The company was trading at $25 that day giving it a market cap of $941 million. The Business First Industrial ...
(born August 30, 1946) is a business and tax attorney, a Master Registered Financial Planner, a Registered Financial Counselor and a Certified Investment Specialist. He is the author of thirty-two books on corporate management , taxation and personal finance . Click here for a list of his books. Out of his proprietary research, he developed a new socially responsible investing approach which he published in the year 2005. 1 His theories challenged the effectiveness of exclusionary screening used by traditional principle-focused investing and suggested a broad revamping of the industry’s methodology for driving change through ...
Reflections On Value Investing | Value Investing World: Oak Value ...
“Your life must focus on the maximization of objectivity.” -Charlie Munger — “The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea of them already; but the simplest thing cannot be made clear to the most intelligent man if he is firmly persuaded that he knows already, without a shadow of doubt, what is laid before him.” –Leo Tolstoy — “We don’t have to be smarter than the rest. We have to be more disciplined than the rest.” -Warren Buffett “We are what we repeatedly do.” – Aristotle In suggesting the ... market research, surveys and trends
Reflections on Value Investing (Tom A's Stock Picks)
InvestorPlace Blogs is powered by Marketocracy. Marketocracy has authorized Investor Place Blogs as an official registrar for voting through Marketocracy's Investment Research Rating service. Registered members of InvestorPlace Blogs are linked with a Marketocracy account to establish voting power based on their performance of trading and posting on stocks. After a difficult 6 months in SLO2 and in my personal portfolio, I take some comfort in reading the occasional article about various well-regarded and previously successful professional value investors who have experienced similar underperformance. The question comes ... market research, surveys and trends


Warren Buffett & The Washington Post | FutureBlind
There is no question that Warren Buffett is one of the greatest investors of all time. To study his investment methods, there are the Berkshire Hathaway annual letters, biographies, and dozens of other books written on the subject of value investing. But, Buffett’s specific investments are rarely examined within the context of the time he made the purchase—and without the benefit of hindsight. To more fully understand Buffett’s past successes, “reverse engineering” his purchases is essential. One investment in particular interested me, both because I like the business and because it is one of the only investments Buffett made ... industry trends, business articles and survey research
Alex Bossert's Thoughts on Value Investing: Seth Klarman Speech ...
“An investment operation is one, which, upon thorough analysis, promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculative.” - Benjamin Graham A friend sent me a video of a speech given by Seth Klarman at the Columbia Business School. Klarman’s hedge fund the Baupost Group has done over 20% a year since he founded the firm in 1983 with only one down year. Also, Seth Klarman’s book Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor is also one of the best books I’ve read on value investing. It’s currently ... industry trends, business articles and survey research
Reflections on a new decade
2010 has arrived and with it, the start of a new decade.  Much has changed in South Africa during the past 10 years and, on reflection, much has been achieved.  The quality of life for the majority of South African has improved dramatically.  Unemployment has been reduced from 36% in 2000 to 25% in 2010.  The homes we live in have doubled in value and inflation has, for the most part, been successfully contained.  The profits of small businesses and listed companies have grown at unprecedented rates and the value of the JSE All Share Index currently stands at around 28,000, an increase of about 235% from ... market trends, news research and surveys resources
A Great Place to Live, Work, Visit and Invest - Promoting Fife at The Open
Fife's social, cultural, commercial and political champions gathered at The Open Championship in St Andrews to celebrate and promote Fife as a great place for living, working, visiting and investing. The Promoting Fife event marked the start of a programme of promotional activities taking place within the Welcome to Fife Pavilion designed to celebrate and showcase Fife’s unique features and capabilities – the characteristics which define Fife and which serve to position the region as a location of choice and a great place to live, work, visit and invest. Among the celebrated audience gathered to promote Fife ... market trends, news research and surveys resources


Searching for Intrinsic Value in Interaction: Reflections on the ...
Companies can increase a product's value by investing in the tech- ... researched in the literature on consumer behavior including [5, 2]. Design Investment ... technology research, surveys study and trend statistics
Lost in Translation: Sociological Observations and Reflections on ...
Chaplains often describe their work in health care as one of “translation” between the life world of the patient and the world of hospital medicine. Translators usually work with texts, interpreters with words. However, when chaplains use this metaphor, it seems to describe something other than a discrete task associated with the meaning of words. While medical professionals tend to focus on patients’ medical conditions, chaplains seek to read the whole person, asking questions about what people’s lives are like outside of the hospital, what they care about most, and where they find joy and ... technology research, surveys study and trend statistics
The Fletcher School – Fletcher Reflections
We were talking about Brazil’s international power in one of the classes, and I coincidentally was wearing a shirt with the flag of my country. Amidst the discussion, Prof. Drezner sees the flag on my T-shirt and tells me to stand be and show that I am proud of my country… I am, indeed I am. And reading the article below made me a little more. It is a 100th birthday party in a well-to-do postcode of Sao Paulo, where the house of our journalist host – he and another writer pal are actually each turning 50 – slips graciously down a slope to a terrace and the chatter is nearly all politics. Then the DJ cuts the ...
Economics: Pair trade arbitrage: Probability context, Quantitative ...
My in-depth knowledge of economics is confined to three sub-disciplines: Austrian economics, industrial organization, and evolutionary economics. Other questions dealing with macroeconomics, the traditional neoclassical paradigm, labor economics, environmental economics, agricultural economics, health economics, and so on should go to those who have the appropriate expertise. N.B.: I DO NOT ANSWER QUESTIONS MARKED 'PRIVATE' because I believe that knowledge should be shared, not hoarded. I also believe that such questions are likely to come those trying to cheat. Similarly, as one who was a full-time academic for half ...
What makes a perfect training venue? | LinkedIn Answers | LinkedIn
I'm about to embark on a exciting project to design my own layout for a training centre. (How cool is that!) The plan is to design a training room for trainers, without compromises. Very rarely, do trainers get the luxury of being able to design the ultimate in a training room - normally there is some kind of compromise involved, so the room can be used for other things. In your view, if you are booking a venue, what must the venue be able to provide, and what are nice-to-haves? If you want some inspiration, this is Mike Morrison's view of the perfect training room. Where do you agree with him? What's he forgotten?