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Tag Archives: Benjamin Graham
Some Thoughts About Warren Buffet, Heinz And Big Cat Insurance
This article is published in Gurufocus. It can be read here: Some Thoughts About Warren Buffet, Heinz And Big Cat Insurance Cheers! jrv
Portfolio Performance Evaluation And Some Thoughts
The first table shows the relative returns of my portfolio, a part of which can be seen here, compared to the S&P total return for the last years. Both returns include dividends. The second table shows the absolute results and … Continue reading
Posted in General
Tagged Benjamin Graham, BNI, Philip Fisher, Robert Rodriguez, Seth Klarman, United States Gypsum, USG, Warren Buffett, WDC, Western Digital
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What Warren Buffett thinks about the economy
Nice words of wisdom to remember and live by. Fear can paralyze the deployment of cash. It is in the “worse” moments of fear that greed should emerge as an instinct to the true value investor: “We will continue to … Continue reading
Interesting books recomended by Seth Klarman
I just read an excellent interview to Seth Klarman made by Jason Zweig, at the CFA Institute 2010 Annual Conference in Boston (held 16–19 May) you can download it here: Seth-Klarmanm-Interview-Financial-Analyst-Journal. He mentions a lot of very interesting things but … Continue reading
Posted in Books, General
Tagged Benjamin Graham, books, David Dodd, Jason Zweig, Seth Klarman
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Finding an outstanding company requires to invest lots of time.
This is a comment I made on this article, published by gurufocus regarding the great investor Philip Fisher: I read Fisher after Graham and I felt oh my god this is amazing. The guy was super deep he studied for … Continue reading
Posted in Books, Companies, General
Tagged Benjamin Graham, Charlie Munger, Philip Fisher, The intelligent investor, Warren Buffett
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My favorite investing books
I used to have bad results investing, actually I had a relatively big (for a young professional) loss during the internet bubble. That loss made me go to the bank and ask for a loan to be able to go … Continue reading









