Asking the Right Questions
Warren Buffett’s recommendation: choose passive
Warren Buffett shares his recommendation to investors In the world of investment management one of the most revered active investment managers is Warren Buffett. Known as the “Oracle of Omaha”, Buffett has delivered considerable returns for his Berkshire Hathaway shareholders over the last 52…
Thoughts from the London Value Investor Conference
On Thursday of last week I attended the annual “London Value Investor Conference”. This is the fifth year for the conference since it was established in 2012, of what can only be described as an investment marathon of a day with fourteen investment managers…
Be careful where you invest your love…
Valentine’s Day, a day for celebrating love, albeit slightly contrived and infiltrated by the reach of commercialisation that permeates all walks of life. They say love is the most powerful emotion of all, therefore it is no surprise that the word is used so…
Thoughts on valuation & market predictions
In May 2013, I wrote this piece on valuation – Equity Markets: Valuation is in the Eye of the Beholder – which I think might be worth revisiting for anyone querying current valuations in equity markets and the outlook for expected returns. I continue…
Google: $90 Billion more valuable in one week!
“Sorry, love it at forty. It’s an insult at fifty. Their analysts don’t know preferred stock from livestock…” Gordon Gekko, Wall Street (1987) The share price of…
Equity Markets: Valuation is in the Eye of the Beholder
With many of the major equity indices at or near record highs it is natural to ask whether equity markets are overvalued. First of all valuations differ dramatically by geographical region and second, one’s estimate of fair valuation is to a large degree subjective….
