Saturday, 30 June 2007


A Weekend Buffett

Warren Buffett's investment philosophy and strategies will be distilled and published by Bloomsbury in May 2008. Bloomsbury, the publisher of Harry Potter, has secured the publishing rights of the book written by Alice Schroeder who is basing it on her extensive conversations with the Sage of Omaha. More about the new book here.

Bloomberg has also reported that Buffett's 2007 Charity lunch auction has been won by Monish Pabrai and Guy Spier. Monish runs Pabrai Investment Fund and is famed for his "Dhandho" investment strategy modelled after the Patels and Buffett. The full story here.


Value Creators & Destroyers [Morningstar]

Morningstar points out the companies which created and destroyed the most value in the last 6 months. More here.


Saturday, 23 June 2007


A Valued Comeback [Fortune]

Jean-Marie Eveillard has come back from retirement to take over the reins of First Eagle Funds, his "babies" as a result of the sudden departure of his long time protege Charles de Vaulx. Eveillard is a value mastero. Enjoy this Fortune piece on how he gets the call after enjoying a dinner and stroll on the street of Paris. Read about the comeback here.


Slim Pickings for Deep Value Manager []

Scott Barbee runs the Aegis Value fund. He has never had a down year while running the fund for 9 years. Scott says that he has "trouble finding bargains" today. More of Scott's views here.


Monday, 11 June 2007


Pick of the Day: Interview with Monish Pabrai [CNBC]

Monish Pabrai is the author of two books and is a fund manager who has modelled his approach after that of Warren Buffett. In this interview, he explains his investment strategy as the "less than 1 dollar, few bets, big bets, infrequent bets and copy cats" approach. Enjoy this clip here.

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Endowments - David Swenson's style

David Swenson's runs the Yale Endownment fund. Read about his approach here.


Saturday, 9 June 2007


Weekend Picks: Interviews with Soros and Mohd El-Erian [FT]

In this weekend's top pick, we provide the links to interviews on two great money managers, George Soros and Mohd El-Erian. Soros may be a big champion of the "Open Society" concept but he still offers important views on the yen, emerging markets and private equity. Enjoy.



Thursday, 7 June 2007


Asia: Hot or Frenzy?

John Mauldin of Outside the Box writes about Asia. He asks whether Asia is a hot market or a just a wild frenzy.

Enjoy today's piece here.


Wednesday, 6 June 2007


A Unique Approach to Value Investing

Today, read about the investing approach used at Dunham Small Cap Value Fund. The team specializes in identifying small cap stocks using a bottom-up fundamental stock selection process. They share the key elements of their investing process and sell discipline.

Get the lowdown here


Tuesday, 5 June 2007


Pick of the Day: Why You Should be Terrified [MF]

Richard Gibbons of the explains why an investor today should be terrified:

More here


Topics That Make Money Managers Get All Sentimental [NYT]

It takes all kinds of investors to make a market, or so it seemed at a conference this week of the crème de la crème of money managers. Typically a reclusive bunch, the managers agreed to offer up a few of their investment ideas to a roomful of attentive money managers in an effort to raise money for pediatric cancer and other childhood diseases.

Continued here


Monday, 4 June 2007


Value Proposition

Mark Sellers is a hedge fund manager in the mould of Warren Buffett. explains his technique and singles out several of his choice picks.

To read article, click here.


Friday, 1 June 2007


Picks of the Day: Focusing on Buffett's "Sidekicks"

Sidekick #1: Charlie Munger
Buffett's son rates Charlie to be smarter than his dad. Munger is also frequently credited for opening Buffett's eyes beyond traditional value metrics. Read about Charlie Munger here.

Sidekick #2: Lou Simpson

Lou Simpson runs Geico's US$4 bil equity portfolio, out of limelight for Berkshire Hathaway. Simpson has topped the S&P 500 index by about 7% p.a. in the last three decades. Be enlightened by this living legend here.


Mining for Graham's Net Nets

The attempts to search for "net nets" - a value screen based on Benjamin Graham's rules.

They report that very few names emerge in both Canada and the U.S., and most of them are small to microcap. The results are consistent with the complaint of many value investors that it is tough to find real bargains in today's market.

More here


Overheating of China's stock market structural (AP)

The Deputy Director general of the market supervision dept at the CSRC acknowledges that there is a "liquidity surplus problem" that is contributing to the overheating of the Chinese stock market.

Continued here


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