Value Investing Congress 2009 – Macroeconomics are Important
You could think of this as a part two from yestedays post that laid out in outline what we missed for those of us that either didn’t know about or couldn’t attend the 2009 Value Investing Congress. One of the most interesting items I have read about this years Congress was the speech given by David Einhorn, a person I was not previously familiar with. You should download the speech NOW. He spoke about a previous failure that made him realize that as a good value investor you can not be agnostic to macroeconomic factors.
What is a Net Net Stock?
What is a Net Net Stock? First, if you don’t know who Benjamin Graham is we need to introduce him to you. He was the godfather of what is now called Value Investing. Ben Graham was an interesting dude who began his trading style in the depression.
Welcome to Chroma Investing
Does the world really need another investing blog? Probably not. But here I am anyway.
In my hubris I figured my approach was a little different than most investing bloggers and perhaps a little more accessible. I am not a full time financial analyst, nor do I have a financial degree. I am not really interested in Quant type analysis. I use spreadsheets when they are useful and ignore them when they get in the way. I am not religious about an investing style, but I am a fanatic about wine. I invest for myself because it is enjoyable to me , but more importantly I want to make money.
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