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The Manual of Ideas by Author: John Mihaljevic - The Economic Times - Popular Posts

 

If successful, special situations will come to an end, leaving us with a new pile of cash to invest. This requires an ongoing investment effort. Consumption of regular sources of news and media is important. Also, consider these online blogs:.

The single biggest error in investing is usually overconfidence. Investing is hard, with elements of skill, hard work, and luck involved. An investor who attributes every success to skill is susceptible to overreaching. Fear is raw and debilitating, fear compels many investors to avoid specific investments at any price, effectively causing the pricing mechanism of markets to break down. The Financial Times has a free screening tool that you can use to screen international and all types of stocks.

Hope you enjoyed this and got value from my notes. This is the 29th book read in my reading list. Here is a list of my book summaries. We must demand higher premiums for businesses that may become obsolete, and we should think creatively about value in businesses that will remain relevant for decades to come. If you can buy tankers and containerships at similar valuations, why would you opt for the asset more likely to become obsolete? Wide-Moat Investing Summit offers a place to start your search for businesses that are likely to endure and prosper.

Selected ideas are highlighted in this issue. For me, it usually kicks in after I sell a stock. Irrationally, I want the stock price to go down in order to feel good about my sell decision. MOI Global members tend to be lifelong learners already, so this might be a superfluous point, but I have found the distinction between a fixed and a growth mindset incredibly helpful for my own development.

A growth mindset seems more congruous with where the world should go and with where it is going, at least for now. It will help us in life and in investing.

Tune in weekly to hear the three of us discuss timely and timeless investment topics. We welcome your questions and topic ideas. Members , log in below to access the restricted content. Remember me Log in.

Author 3 books 14 followers. Excellent overview about value investing, especially how to find compelling investment ideas.

I highly recommend this book. Steven Stringer. Solid resource for special sits. I like this book. There are some good frameworks for investing here. It could be used as a cyclopedia for investment. Robert Vlach. Author 1 book followers.

After having read Guy Spier's The education of a value investor and having seen many youtube videos from the impressive collection of work done by the valueconferences. Impressive analysis of many great value investors which reminded me of Whitney Tilson's book The art of value investing. Thank you Guy Spier for recommending this book. This is a very good book that pulls together various streams of value investing.

If you are familiar with value investing concepts and are a moderately well read investor, you will not find anything new conceptually, but still the book does a very good job of providing an excellent overview of the value investing styles and process of implementing different styles. So in the end it feels a bit like too much theory and too little practice and that is why I deducted one star. But this is well worth the cost and I am glad that I bought it and read it and I am sure I will refer to this in the future as well.

Renju Reghu. This book is a very refreshing read of already tested and proved value investing principles. The author has done a great effort in presenting the collective wisdom of the greatest minds, that he has collected throughout his investment career. A must for any serious value investor Recommend this book to anyone who would like to take value investing seriously. Very well structured and excellent insight from an impeccable value investing publication.

Good read I found this book to be well written and generally instructive on business evaluation and investment appraisal as well as it provided me with a wealth of ideas. I recommend this book to all persons interested in business and investing.

Source of wealth! Better that this is your the fiftieth business book than your first. I would not have enjoyed it if it was my first business book since I would be unable to appreciate the deluge of references he makes to other value related books, investors and businesses.

Yong Tat Yan. I personally know the author's brother. The book is quite comprehensive for value investors who are trying to grasp the concept of each branch of the value investing. Scott Bartley. The summit has been lauded as a uniquely impactful forum of the best minds from the MOI Global community.

Replay selected past sessions. In June , a select group of fund managers and founders will come together for the sixth edition of this invitation-only forum in beautiful Switzerland. Investors building firms for the long term share experiences, best practices, and ideas in an intimate private setting, far from the demands of day-to-day business.

The Zurich Project has received acclaim for its unique culture of respect, camaraderie, and honesty. See a few impressions. The Frankfurt Conversation will address selected topics related to intelligent investing in Europe and beyond. Hendrik Leber, Guy Spier, and others. Ideaweek brings together inquisitive minds to explore ideas of consequence in investing, business, and life. Moritz, Switzerland for a week of skiing, discussion, and friendship.

The fourth annual Ideaweek is a showcase of ideas, a platform for great conversations, and an opportunity to catalyze relationships with like-minded individuals. We had the pleasure of speaking with Larry Pitkowsky, managing partner and portfolio manager of GoodHaven Capital Management. The conversation took place at the end of August Larry, I look forward to talking about your investment approach, philosophy, and perhaps a few ideas as well.

At the outset, would you mind sharing a bit about your path in investing and the genesis of GoodHaven? Larry Pitkowsky: Thank you for having me, John. I was an undergraduate student getting a degree in accounting with no real passion for accounting. I developed an interest in the financial markets. I decided to become a stockbroker, which I enjoyed a lot. I was able to build up a business and continue to explore what the world and the financial markets held. In the meantime, I self-taught myself security analysis.

Along the way, I had a brokerage business. It was a mishmash of all kinds of things. I was very fortunate in that I had as part of the clientele some legendary value investors who were a bit older than me. Somewhere along the way, it dawned on me that I was making suggestions on some arcane ideas to them that they were finding interesting.

Instead of suggesting ideas to them, maybe I should try and build an asset management business in some fashion. I moved around to a firm where I could build a small asset management business while still making a living doing all of my normal brokerage things.