Masterclass in decision making with Annie Duke
Risk Schmisk
Posts in category Value Pickr
Investment process (17-09-2022)
Investment process (17-09-2022)
Thinking in Bets Annie Duke
Investment process (17-09-2022)
Reflections on the Investing Process with Michael Mauboussin
“Most investors act as if their task is to figure out a stock’s value and then to compare that value to the price. Our approach reverses this mindset. We start with the only thing we know for sure — the price — and then assess what has to happen to realize an attractive return.”
Omkar’s Portfolio Analysis and Discussion (17-09-2022)
What are your thoughts on promoter and management here, considering their group company HCL infosystem has fallen from grace to almost was on verge of collapse from what it was once…a sound and also high dividend yield company. Why they could not save this company? Was it lack of intention or lack of capabilty or anything else? I think those who give top priority to management/promoters, including me, need to delve deeper into this. Views welcome!
Disc: invested as small position in HCL tech. One of reason for not ramping up position was the HCL info story from same stable at back of mind.
Above thoughts only academic and I can be wrong in all my assessments.
Investing Insights from Masters (17-09-2022)
The Vulture of Wall Street | Billionaire Investor Howard Marks
Investing Insights from Masters (17-09-2022)
Frederik Gieschen @NeckarValue
Druckenmiller: “If you’re early in your career and they give you a choice between a great mentor or higher pay, take the mentor every time. It’s not even close. Don’t even think about leaving that mentor until your learning curve peaks."
https://twitter.com/neckarvalue/status/1567528960900071427?s=46&t=WPHvYJee8O_HgHxcs8mzdw
Investing Insights from Masters (17-09-2022)
Clark Square Capital @ClarkSquareCap
Resources on Valuation - a Thread.
The purpose of this thread is to share helpful articles, notes, and presentations on the topic of valuation. Thanks to all those that have shared these resources with me!"
https://twitter.com/clarksquarecap/status/1256376286626414594?s=21&t=7Li3L4pO-uOCFlxM6qzvbg
Investing Insights from Masters (17-09-2022)
The Price of time in a world without interest | Edward Chancellor
For the last twenty years, Chancellor has been arguably known best for his book, “Devil take the Hindmost,“” which is a fantastic history of the last 400 years of financial speculation.
Investing Insights from Masters (17-09-2022)
The Price of time in a world without interest | Edward Chancellor
For the last twenty years, Chancellor has been arguably known best for his book, “Devil take the Hindmost,“” which is a fantastic history of the last 400 years of financial speculation.
Investing Insights from Masters (17-09-2022)
Picking Stocks Like Warren Buffett
By Who buys individual stocks? It has become an old-timey hobby for the modestly wealthy and eccentric, like model railroading.“” Matt Levine