Investment Strategies
8 posts
Buffett’s PetroChina InvestmentDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed Buffett’s PetroChina Investment. Here’s an excerpt from the episode: Tobias: I remember PetroChina being…
Peter Lynch: What Truly Separates Good Investors from the MediocreIn his book – Learn to Earn, Peter Lynch explains that a twenty-year investment horizon is ideal for stock market success, allowing time to recover from downturns and accumulate…
Warren Buffett: The Secret to Great Business Returns: Stability Over DecadesIn his 1987 Berkshire Hathaway Annual Letter, Warren Buffett discussed the value of stability in businesses, arguing that severe change and exceptional returns rarely coexist. M…
Warren Buffett: The Moment That Transformed My Investment Strategy for SuccessDuring this interview with Charlie Rose, Warren Buffett describes his early fascination with stock trading, starting at age 11. Initially, he focused on predicting stock price m…
Warren Buffett: We Prefer Businesses That Are Drowning In CashIn the 2008 Berkshire Hathaway Annual Meeting, Warren Buffett explained that investment involves assessing an asset’s potential to generate future returns, focusing on its funda…
Warren Buffett’s Mindset – Would You Hold This Stock if the Market Closed for 5 Years?During the 1997 Berkshire Hathaway Annual Meeting, Warren Buffett explained why he focuses more on the intrinsic value of businesses rather than market trends or capital flows. …
François Rochon’s Formula for Finding Great BusinessesDuring this interview with MOI, François Rochon explains how he identifies great businesses through a combination of quantitative and qualitative analysis. He begins by reviewin…
Cyclical Compounders and Market OpportunitiesDuring their recent episode, Taylor, Carlisle, and Gwen Hofmeyr discussed Cyclical Compounders and Market Opportunities. Here’s an excerpt from the episode: Gwen: So, I really l…