Written by Jae Jun follow me on Facebook Twitter Can we Boil Down Value Traps Into a Number of Characteristics? […]
How Buffett Made Money in Bad and Volatile Markets
Written by Jae Jun follow me on Facebook Twitter Although the current market performance does not reflect the volatility and […]
Fat Juicy Notes on Howard Marks Latest Memo
“Psychology plays a huge role – perhaps a dominant and self-fulfilling one – in influencing economic growth. In short, if […]
Why Customer Service is an Underrated Intangible Moat
Written by Jae Jun follow me on Facebook Twitter In my mind, customer service has always been overrated. Every company […]
5 Ways to Identify Wide Economic Moats
Learn how to identify economic moats. The difference between competitive advantage and economic moats and why it’s important. How to identify wide moats companies using FCF for better stock picking
100 Things I Learned from Investing (26-50)
written by Calvin Leung connect with LinkedIn Read the rest of the series: 100 Things I Learned from Investing (1-25) […]
Q2 Earnings & Value Stock Screen Results
Second quarter earnings season is well underway and if you have been following it, you can now get a picture of how the economy is doing and what to expect.
Rather than a non economics guy like me try to explain, here is a great summary from AAII.
100 Things I Learned From Investing (1-25)
Over the course of the next few weeks, I will be highlighting 100 lessons I have learned from investing. There are obviously more than 100, and I’m learning more everyday, but this is a start and I hope you can learn from what I have learned.
Let’s start off with lessons 1-25.
1. Beating the market is not easy. In fact, it’s very, very hard. Howard Marks highlights this difficulty.
Tips on Reading into Management Behavior
As a member of AAII.com, their July issue had an article “An Insider’s Look at Brokerage Research”. It’s a Q&A with Mike Mayo, a top-ranked bank analyst who wrote “Exile on Wall Street: One Analyst’s Fight to Save the Big Banks From Themselves”. The interview is about analysts are under pressure to offer good recommendations and opinions due to fear of backlash. Something that we have heard about quite often.
Is Knowledge or Application More Important?
I tout myself as a value investor and although there are many variations to the rules of value investing, the basic tenants are the same. We all know what we should be doing, but doing it is another thing.
Knowing some of the error traps associated with value (defensive) investing allows for a plan of action to avoid them. Here are some suggestions that have helped me from time to time:
