In these posts I list articles and ideas from the most insightful investors I know. Cisco blamed a quarterly fall in sales on customer concerns because of NSA surveillance ? another example of difficult to foresee impacts on your investments (Financial Times) In Germany bankers are personally liable if [...]
Here is something you will find useful. Last week one of my favourite bloggers Barry Ritholtz wrote a blog post called 5 most useful website and tools I knew most of the things he mentioned but in the comments the readers of this blog came up with a lot of [...]
As long time readers know I am a big supporter of stop losses. I use them not just to limit losses but also to let my winning investments run and not sell too quickly ? a trailing stop loss One problem with stop losses is that there are not many [...]
This week I ran into a piece written by the outstanding hedge-fund manager Seth Klarman in 1992. It's however so relevant to the current market environment it may as well have been written yesterday. The article called Don't be a Yield Pig, is just 2 pages long but definitely worth [...]
The second quarter 2010 letter from Pzena Investment Management tested an interesting idea and came to an surprising conclusion: ?Given the enormous market dislocations of the 2007/08 period, many market participants have contemplated ways to reduce volatility in their portfolios. Volatility, however, has always been useful to the value investor, [...]
Unlike the headline-driven reports in the media these days here is my take on a currently ignored but very important investment topic, inflation. As a long-term investor your ultimate goal should be a positive returns after tax and inflation. In other words: you should not care whether or not you [...]
Troy asset management recently released their April 2010 Investment report. I previously wrote about Sebastian Lyon, the CEO of Troy Asset Management in the article Insightful talk with undiscovered star fund manager His latest report also does not disappoint. He talks at length of his view of the UK economy [...]
A lot of investors, me included, look for patterns in past data they can use to predict future investment returns. While I do not believe in only one formula for getting investment ideas, there are without doubt reliable indicators to at least get interesting stock ideas. But you must be [...]
A new study by the German football association found that the German Football Industry Generates Over 5 Billion Euros Per Year and employs 110,000 people The Greek bailout story seems to be never ending with: The Greek people are being punished for Europe's errors Greek aid in doubt as German [...]
As Thomas Brown of Bankstocks.com says in Another Classic From Jamie Dimon the 2009 letter to JP Morgan shareholders is a must read. Straight talk on an American Pastime: OverPaying CEOs More links on the crisis in Greece And now comes the Greek private sector problems as savers transfer Euro [...]
