Value Investing World
Thursday, October 31, 2019

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The Latticework Podcast, presented by MOI Global: William Green with Arnold Van Den Berg at Latticework New York 2019 ( LINK ) Rob Arnott...
Tuesday, October 29, 2019

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Buildings are bad for the climate. Here’s what we can do about it. - by Bill Gates ( LINK ) Key Takeaways from the book  Genius: The Life ...
Monday, October 28, 2019

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"We’re looking for the obvious, and something that is within our capability of doing something about. But we’re not trying to beat peo...
Sunday, October 27, 2019

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"A really wonderful business is very well protected against the vicissitudes of the economy over time and the competition. I mean, we’...
Thursday, October 24, 2019

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"I love focused management. If you read the Coca-Cola annual report, you will not get the idea that Roberto Goizueta is thinking about...
Tuesday, October 22, 2019

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"If you can protect downside, you don't need to figure out upside. In fact, those will give you the best upside because markets ha...
Monday, October 21, 2019

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The Internet and the Third Estate - by Ben Thompson ( LINK ) 25th Anniversary of Financial Shenanigans with Howard Schilit - Author Series...
Sunday, October 20, 2019

Warren Buffett on share repurchases and intrinsic value

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From the 1996 Berkshire Hathaway Annual Meeting : If you’re repurchasing shares above a rationally calculated intrinsic value, you are ha...
Saturday, October 19, 2019

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"In baseball terms, you want to buy [a stock] in the second or third inning and get out in the seventh or eighth. Walmart was in only ...
Friday, October 18, 2019

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"The vast majority of today’s negative-yield bonds are in Europe and Japan.  One of the biggest questions surrounds whether negative r...
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