Despite portfolio sizing being so important (one of 3 most important investing attributes according to Mr Sankaran Naren) very little is written on the topic. @IntrinsicInv has brilliant 7-part write up on the subject. My notes are appended but highly recommend the blog. https://t.co/MrPooTLMDb
— Bhavin Gandhi (@bhavinjan1978)
Mar 15, 2020
Good time for wisdom from Ben Graham: “Basically, price fluctuations have only one significant meaning for the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal.”
— Michael Mauboussin (@mjmauboussin)
Mar 8, 2020
More investors should have a slide like this in their decks: Reasons not to invest. https://t.co/tcnRPiSzqo
— Marc Rubinstein (@MarcRuby)
Mar 2, 2020
It’s much harder psychologically to actually buy the dip during a market crash than talking about doing so beforehand.
— John Arnold (@JohnArnoldFndtn)
Feb 28, 2020
In case anyone has been hunting around for “Common Stocks as Long Term Investments” after Buffett name dropped it in his letter this weekend. https://t.co/UTjqWW32Pj
— Scuttlebutt Investor (@Scuttlebutt_Inv)
Feb 24, 2020
On investment ideas, the only thing that matters is the quality of the idea, not the novelty. In many areas of life, there is a direct link between originality and quality, but in investing, the two have a random relationship.
— John Huber (@JohnHuber72)
Feb 19, 2020
Here are my slides from my presentation at @manualofideas Ideaweek 2020. You’ll have to use your imagination to fill in the spaces covered w/ the talk as opposed to the visuals, but at least it gives a sense of where I’m coming from: https://t.co/Q0TrRVTKlh
— Elliot Turner (@ElliotTurn)
Feb 13, 2020
Here is a talk I recently gave at Ideaweek in St. Moritz:
The Four Pillars of the Good Life: Health, Wealth, Love, and Happiness https://t.co/GB9bSmAkU6 https://t.co/gFiYhfFnbm— Remo Uherek (@remouherek)
Feb 13, 2020
The students of Columbia Business School just released the Winter 2020 Edition of Graham & Doddsville (Japonica Partners, Heron Foundation, Student Pitches on $NUAN, $PTON, $ETSY, $RR.L) – https://t.co/1W57FVxGOV
— GrahamAndDoddsville (@GnDsville)
Feb 10, 2020
We started blogging back in 2016, but we had no readers! So here’s a post from the past in which we explained why we rarely call ourselves value investors and why we value stocks based on what we would pay if we could never sell them. https://t.co/795Y1P7tNU
— Ensemble Capital (@IntrinsicInv)
Jan 30, 2020