‘The biggest risk in a portfolio is the portfolio creator’s inability to understand risk’ I have no clue whether Mark Twain, Warren Buffet, Peter Lynch, Taleb, or anybody else has made this statement…if they have not, here is a original statement from Subramoney. As originals are very rare, please remember you read it here first. […]
Warren Buffet is a great investor, and a great CEO for Berkshire Hathaway. He regularly makes very profound investment statements regarding the investment world…and the other managers. One of the statements attributed to WB is: ‘When all you have is a hammer, the world looks like a nail‘. This is easy to interpret. Take […]
Moodys downgraded one tranche of SBI’s borrowing…but the Indian Media has downgraded SBI!! Amazing what lack of training can do. One small tranche of US $ 400 million borrowing has been downgraded by Moodys (which can do no wrong, because Warren Buffet is a shareholder) to D. However, rest assured this is surely a cheap […]
We saw how your brain makes you do things which are bad for you as an investor….let us see how to combat it. Importantly, read these aloud and repeat it a zillion times, maybe everyday before you even SEE your portfolio: 1. I will invest in education much before I invest in the markets: Nothing […]
http://www.subramoney.com/2011/06/investing-books-the-must-read-types/ Many people keep asking me for a list of books to read – books on investing. I had put together a list and I do keep making some changes in them…so instead of making a list again I have put the link to the same article. Books […]
There are many companies which have given fantastic, scorching returns. Microsoft, GE, Berkshire Hathway….are some examples. Berkshire Hathway, well er is a fund..or so you thought. Let me tell you, it is not. Mr. Buffet is a brilliant businessman, fantastic stock picker, (fantastic bargain picker – look at the recent offer to pick good bonds […]
Warren Buffet has a fantastic image and a super machinery that keeps his image intact. In fact growing… We saw a few days ago – that WB is: 1. a fantastic CEO of Berkshire Hathaway. 2. His whole portfolio (obviously including the insurance business) is extremely well diversified across industries, geographies, etc. 3. His performance […]