Monthly Archives: July 2007

by Sham Gad This article’s headline, a direct quote from Berkshire Hathaway Vice Chairman Charlie Munger, cuts right to the heart of the matter: If you are not investing based on fundamental valuation principles, you are not investing. You may … Continue reading →

There is no magic formula for forecasting equity crashes by Tony Jackson – FT.com Even among those perennially sunny souls, the equity strategists, there is a touch of gloom around. The credit game is up, it seems, so the equity … Continue reading →

The line separating investment and speculation, which is never bright and clear, becomes blurred still further when most market participants have recently enjoyed triumphs. Nothing sedates rationality like large doses of effortless money. After a heady experience of that kind, … Continue reading →

by Sham Gad Margin of safety. Warren Buffett calls them “the three most important words in all of investing.” Value-investing dean Benjamin Graham gave rise to the term in his classic book The Intelligent Investor, where he devoted an entire … Continue reading →

Jesse Livermore has long been hailed as one of the most flamboyant market speculators of all time. He became popular for making and losing several multi-million dollar fortunes and short-selling (selling stocks ahead of buying them) during the stock market … Continue reading →

Meet Dr Mark Mobius, the undisputed Guru on emerging markets, with more than 30 years of experience, working and investing in Asia and other emerging markets. As President of the Templeton’s Emerging Markets Fund, Dr Mobius is the lead portfolio … Continue reading →

Source: Lettters to Shareholders of BRK Warren Buffett, probably the greatest investor of his generation, rarely communicates his investment ideas in writing to the general public. And why should he? If someone has that extra edge when it comes to … Continue reading →

Only Long-Term Players are gaining, Short-term players miss bourse party! Source: ET Benchmark indices may be leaping into newer orbits, but cashing in on the rising market is turning out to be tricky — even for some of the seasoned … Continue reading →

by Whitney Tilson – FT.com Investing is a game of averages: nobody bats 1,000 but, if your analysis and judgment are solid and your winners generally go up more than your losers go down, you can build an outstanding record. … Continue reading →

Dr Doom says realty and agri-commodities will outperform stocks. Jhunjhunwalla has another take…. by N Sundaresha Subramanian – DNA Money “Go buy yourself a piece of land — which street, which city I can’t tell you — and learn to … Continue reading →