I got an email from a Swedish lets say “broker” with “stuff” an investor “should” know about before the market opens today: (bold and underline added by me) “After a strong recovery and closure in the US, there are positive tones in the market. High...
Continue reading » January 25, 2022 admin Investing Strategies No Comment Ivey Business School’s Value Investing Classes of 2015 welcomed Richard H. Lawrence Jr. as a Guest Speaker. Mr. Lawrence is the Chairman and Executive Director of Overlook Investments in Hong Kong. PowerPoint Presentation: https://www.ivey.uwo.ca/cmsmedia/3775… Our Guest Speakers are an integral part of our Value Investing...
Continue reading » September 23, 2021 admin Investing Clips No Comment Mohnish Pabrai, Managing Partner at Pabrai Investment Funds, presented the topic “From Ben Graham to Phil Fisher” at the Ben Graham Centre for Value Investing’s 2021 Virtual Value Investing Conference. CLICK HERE to access the presentation
Continue reading » September 17, 2021 admin Investing Clips No Comment What do people hate more than anything? To wait. What makes people sell? Boredom, impatience and paranoia over delayed assays. What do we get? Even more “artificially” suppressed prices… “When it rains it pours”. Have you seen many junior explorers ramping into assay results lately?...
Continue reading » September 15, 2021 admin Investing Strategies No Comment Bad markets (sentiment) periods that produces bargains is when you sow. Good markets (sentiment) that produces over-valued PRICE vs VALUE propositions is when you harvest. … It always go back and fourth between the two and that is a fact. Just knowing that sentiment will...
Continue reading » September 15, 2021 admin Investing Strategies No Comment April 14, 2021: Howard Marks, Co-Chairman of Oaktree Capital Management, L.P, was a Keynote Speaker at the Ben Graham Centre for Value Investing’s 2021 Virtual Value Investing Conference and presented the topic “Value Investing: A New Look”. CLICK HERE to access the video over at...
Continue reading » September 14, 2021 admin Investing Clips No Comment The king of catching falling knives:
Continue reading » September 13, 2021 admin Investing Clips 1 Comment Step 1: See if there is any company news Step 2: Evaluate if the news is positive or negative Step 3: Guesstimate if the Risk/Reward has gotten better or worse depending on change in share PRICE Step 4: Do something or do nothing Step 5:...
Continue reading » September 8, 2021 admin Investing Strategies 5 Comments Lately I have been plowing through the Berkshire Hathaway’s Annual Meeting’s. There are a lot of gold nuggets in there and it’s a good way to learn while also helping me to stay patient and not stare at tickers the whole day:
Continue reading » May 3, 2020 admin Investing Clips, Recommended Reading No Comment A discussion and Q&A with Charlie Munger. In this discussion Charlie first talks about common sense and how it is not common. He then discusses the Social Sciences and his views on them. Finally Charlie takes questions from the audience and displays his wisdom across...
Continue reading » April 28, 2020 admin Investing Clips, Recommended Reading No Comment 
