3 Must haves for your Value Investing Notebook

Everyone should keep some sort of value investing notebook. You don’t need to kill trees and put it in an old fashion three binder like I do, but you do need to keep track of several aspects of your investing endeavor. As individual value investors our time is a precious commodity, we can’t afford to [...]

Mutual Funds – Beginning Value Investor Terms

Mutual Funds are investment vehicles that are designed for people who do not want to spend a lot of time researching individual stocks, bonds or other assets, but still want part of their portfolio investment in these markets. It is not quite so simple as you will see. Your money is pooled with that of [...]

Greenblatt, Ackman & Value Investing Masters speak at the Value Investing Congress

The Value Investing Congress is being held in New York on October 17 & 18th. It is a great value investing conference to learn from experienced investors with different approaches some general philosophical and some actionable. My readers are entitled to a $1900 discount if you purchase your pass by July 29th. I am very [...]

Best Value Investing Screeners

When you are a small time value investor starting out on your investment road, you can’t afford to spend lots of money on expensive tools to help you evaluate companies, but there are some inexpensive or free tools that I will be highlighting in coming weeks. One place to start is finding a good stock [...]

Underperformance in a Fund, Time to Invest?

A recent article in Bloomberg on fund under performance has led me to consider the question: if you are going to invest in a fund isn’t the best time to invest in when it looks like a good value, that is, it is beaten down? That all depends. Studies have shown that individual investors often [...]

What are your Investing Goals?

We all have investing goals, but they can differ in substantial ways depending on when we are investing, how much capital we start with or add to our investments. It is important to determine our investing goals and write them down. O.k. you don’t have to write them down if you don’t want to, but [...]

More James Montier via EuroshareLab

After reading my recent post on James Montier’s latest GMO white paper, Tim duToit of Euroshare contacted me and informed me of his resource page for all things James Montier. In my ongoing fandome of Montier I have included the link to James Montier resource page. Tim also has a page devoted to book recommendations [...]

Confidence or Overconfidence in Investing?

One of the criteria some value investors use for sizing their stock purchases is their “confidence” in the validity of their analysis on a particular company. If you ordinarily invest 5% of your portfolio in a particular companies’ stock, you might, if you are very confident, in your analysis, size up your position to 10% [...]

Charlie Munger’s Final Westco Remarks

Ben at Inoculated Investor has posted his terrific notes on the Final Westco Conversation With Charlie Munger. These are Ben’s notes, not mine, so if you have praise, go to his website and thank him. Charlie Munger is, in his own way, an investing rock star, like his partner in Berkshire Hathaway, Warren Buffett. But [...]

What is your Investing Edge?

If you scroll down his recent 2010 Letter Seth Klarman asks, “What’s your edge?” He asks this question in the context of developing a framework for investing success. It is a vital question. And if you don’t have an answer, it is time to develop one. We all have some advantages over other investors. Are [...]

keep looking »