30 April 2022
value investing blog
The strange death – and rebirth – of value investing
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” - Benjamin Graham.
24 April 2022
capital allocation
Stocks and the Stockdale Paradox
“Anything can happen in stock markets and you ought to conduct your affairs so that if the most extraordinary events happen, you’re still around to play the next day.” - Warren Buffett.
16 April 2022
undervalued stocks
System failure, and a means of escape
“Things are going to get a lot worse before they get worse.” - Lily Tomlin.
9 April 2022
hedge fund investment
Turning Japanese
“Money talks – and mine said ‘goodbye !’” - Anonymous.