How to distinguish a superb value creator from an also ran
The best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return
A special talent for converting life’s setbacks into future successes
The most successful sailors are those who have a particular mindset in how they deal with the setbacks.
The best performance is produced by a person and not by a committee
Doing what everybody else is doing at the moment, and therefore what you have an almost irresistible urge to do, is often the wrong thing to do at all
Minimizing regret is a loser’s strategy
Really wonderful companies will often get overpriced and selling means losing a position in a first-rate company.
Mistaken views about international stocks by ADQ and GMO
As John Templeton would advise, you look for your bargains amongst individual stocks
The hows and whys of investing for superior returns
Worth reading because I have beaten the market for 1,3 and 50 years
Investment decision making in face of uncertainty
Robust decision-making embraces many plausible futures, then helps analysts and decision makers identify near-term actions that are robust across a very wide range of futures
Banks’ reported returns on tangible common equity are a con game
JPMorgan Chase reported strong results in the fourth quarter as we earned $11.0 billion in net income…and an ROTCE of 20%
How I invest my money
What a value investor’s concentrated portfolio looks like.
The bitterest way to learn investing wisdom
If a man is both wise and lucky, he will not make the same mistake twice. But he will make any one of the ten thousand brothers or cousins of the original.
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