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Jul 20, 2023
Many times, we bought because they were in their “junior year”; this is what made them undervalued. Our research led us to the conclusion that their difficulties were transitory and that as they matured the market would revalue them.
Jul 13, 2023
Over the next two weeks, I will share with you a few excerpts from my 25-page summer letter to IMA clients.
Next week, I will be comparing my children to stocks and divulging my latest thoughts on Uber and Qualcomm.
My purpose in sharing these excerpts is to give you insights into the investment process, so they all...
Jul 6, 2023
Over the last two decades, I have given talks on investing, mainly focused on my books, to CFA Societies around the world, from South Africa to New Zealand to Sofia, Bulgaria, and India in January of this year (you can watch that talk here). As a CFA, I love talking to fellow CFAs; we all share a common memory of the...