The concept “Circle of Competence” has become familiar to value investors already many years ago. At least most of us have heard it used often by great Warren Buffett. Originally Buffett means that investors should focus on only operating in areas they knew best. You don’t have to be an expert on every company or… Continue reading Circle of Competence
Warren Buffett has always been interested in financial sector stocks. But especially during the last two years his exposure to this sector has grown more than 15%, to nearly 50% of the total investment portfolio. After the long bullish market period many conventionally thinking investors may find it surprising. Common belief is that banks perform… Continue reading Bank of America
Michael Burry is maybe best known from the film, The Big Short by Michael Lewis, which tells him betting successfully against mortgage securities before the 2008 crisis. Among investors Burry is known as a versatile value investor who has beaten the market for many years. Michael Burry is currently betting on Japan and disclosed his… Continue reading Should You Follow Michael Burry to Japan?
If you want to invest in a specific country or region, mutual funds or ETFs are maybe the easiest way. Usually that means that you don’t want to make an extra work to research the best possible single stocks in this given country or region. But there is also an intermediate of these. In this… Continue reading One Way to Invest in Sweden – Investor AB
Seeking deep value from US market during the last years has not been the most profitable investing idea. Average results have not been encouraging. You should fish where the fish are, and Asian market has offered much broader – and what’s the most important, more quality – deep value or net-net stocks. In Texas, Georgia,… Continue reading Green Brick Partners Offers Value
The secret behind many billion investors is the power of compounding. Already Albert Einstein pointed out that, “The most powerful force in the world is compound interest.” Warren Buffett has made it known to the investment world. His investment company Berkshire Hathaway is maybe the most famous compounding machine. First, I have to admit that… Continue reading How to Find and Value Compounders?
Many investors say that selling stocks is much more difficult than buying them. This certainly can be true. Much more is also written about how to figure out what is the right time to buy a certain stock. It’s just that much easier to hunt for bargain stocks and buy them than to know when… Continue reading When You Should Sell Net-Net?