The book The World’s 99 Greatest Investors: The Secret of Success provides a unique opportunity to learn form the most prominent investors globally. In the book they generously share their experiences and insights. Magnus Angenfelt, previously a top ranked sell side analyst and hedge... Further Reading... Link to Amazon...
During a pleasant lunch down town Stockholm we at InvestingByTheBooks discussed the topic of which books that were the best of those we reviewed in 2014. Since we read a mix of old and new books we decided to include all those reviewed and not only the books published in 2014... Further reading...
I like to read investment books. If you can think of one, I've probably read it, or tried to. The remarkable thing about these books? They all pretty much boil down to the same two things:
1. value beats growth and....
The book The World’s 99 Greatest Investors: The Secret of Success provides a unique opportunity to learn form the most prominent investors globally. In the book they generously share their experiences and insights. Magnus Angenfelt, previously a top ranked sell side analyst... Further Reading... Link to Amazon...
The financial press often cites the “mood” of the stock market. When stock prices are moving up, the market is described as being cheerful. When stocks prices decline, we hear stories of market sadness. This has always struck me as rather odd. They assume, I suppose, that investors are... Further reading...
Guy Spier is a Zurich based investor. In June 2007 he made headlines by bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett. Since 1997 he has managed Aquamarine Fund, an investment partnership inspired by, and styled after the original 1950′s Buffett partnerships. Prior to starting Aquamarine Fund, Spier worked as an investment banker in New York, and as a management consultant in London and Paris. Mr. Spier completed his MBA at the Harvard Business School, class of 1993, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University. Upon graduating, he was co-awarded the George Webb Medley prize for the best performance in that year in Economics. While at Oxford he was a contemporary of David Cameron at Brasenose and attended economics tutorials with him. Spier is the CEO of the Spier family office. He also serves on the advisory board of Horasis, and is a co-host of TEDxZurich. The list is reprinted with Mr. Spier's kind permission.
The book The World’s 99 Greatest Investors: The Secret of Success provides a unique opportunity to learn form the most prominent investors globally. In the book they generously share their experiences and insights. Magnus Angenfelt, previously a top ranked sell side analyst... Further Reading... Link to Amazon...
The book The World’s 99 Greatest Investors: The Secret of Success provides a unique opportunity to learn form the most prominent investors globally. In the book they generously share their experiences and insights. Magnus Angenfelt, previously a top ranked sell side analyst... Further Reading... Link to Amazon...
The book The World’s 99 Greatest Investors: The Secret of Success provides a unique opportunity to learn form the most prominent investors globally. In the book they generously share their experiences and insights. Magnus Angenfelt, previously a top ranked sell side analyst... Further Reading... Link to Amazon...
William Ackman is CEO/portfolio manager of Pershing Square since 2004. 1992 to 2003 he was a co-founder and portfolio manager of Gotham Partners. Graduated at Harvard College, magna cum laude, in 1998 he also holds a 1992 MBA from Harvard Business School. The list is printed with Mr. Ackman’s kind permission. Further reading...
This May the annual one day London Value Investor Conference was held for the third time. Presenting in front of almost 400 attendees was luminaries such as Mason Hawkins of Southeastern Asset Management, Donald Yacktman of Yacktman Asset Management and many... Further reading...
The book The World’s 99 Greatest Investors: The Secret of Success provides a unique opportunity to learn form the most prominent investors globally. In the book they generously share their experiences and insights. Magnus Angenfelt, previously a top ranked sell side analyst... Further Reading... Link to Amazon...
The book The World’s 99 Greatest Investors: The Secret of Success provides a unique opportunity to learn form the most prominent investors globally. In the book they generously share their experiences and insights. Magnus Angenfelt, previously a top ranked sell side analyst... Further Reading... Link to Amazon...
Andrew Howell, CFA, is Emerging Market Equity Sales at Citi Global Markets in New York. The list is reprinted with kind permission. Further reading...
Hugh Young is managing director of Aberdeen Asset Management Asia Limited, the Aberdeen Group’s regional HQ and group head of equities as well as a member of the executive committee responsible for the Aberdeen Group’s day-to-day running. Hugh was appointed to the Board on 22 March 2011. He co-founded Singapore-based Aberdeen Asia in 1992, having been recruited in 1985 to manage Asian equities from London. Since then he has built the company into one of the largest managers of such assets globally. Singapore employs over 150 staff, while there are 65 investment managers stationed across the region, with offices also in Australia, China, Hong Kong, Japan, Korea, Malaysia, Taiwan and Thailand over which Hugh is in overall charge. Aberdeen’s regional funds have won many awards for performance over the years, including open ended and closed-end funds. Hugh is a regular commentator for the financial media. Before joining Aberdeen, his career included posts at Fidelity International and MGM Assurance. He graduated with a BA in Politics from the University of Exeter. Further reading...
Robert Hagstrom is Chief Investment Strategist and Managing Director of Legg Mason Investment Counsel. He is the author of nine investment books including the New York Times best-selling The Warren Buffett Way. He is also the author of The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy, The NASCAR Way: The Business That Drives the Sport, and The Detective and the Investor: Uncovering Investment Techniques from the Legendary Sleuths. His latest book titled Investing: The Last Liberal Art (second edition) was published January, 2012 by Columbia University Press. Further reading...
Tim du Toit is editor and founder of Eurosharelab. On his website he reveals what more than 20 years of equity investment have taught him – sometimes at considerable cost. To discover how you can avoid costly mistakes and enjoy greater profits, sign up for his free newsletter “Investing that makes sense” at www.eurosharelab.com. The list is reprinted with permission. Further reading...
David Lutz, Head of Institutional ETF Trading at Stifel, Nicolaus & Company which is a full-service retail and institutional brokerage and investment banking firm. David Lutz has been an equity trader for the last 20 years, running multiple industry groups. Recently in charge of ETF Trading and Macro Trading Strategy, focusing on cross asset analysis impact into the equity vertical. Dave has run the Technology, Consumer, Financial and Transportation verticals throughout his years with Alex. Brown, UBS and Wachovia. A graduate of University of MD - Dave lives in Annapolis, MD with his wife, 2 children, and 3 dogs. Dave has been seen on CNN, CBS, CNBC, FOX and Bloomberg, and is frequently quoted in the WSJ, Barron’s, Reuters and Forbes. Dave’s Twitter handle is “@macrolutzie”. Further reading...
