April 16, 2017
by calminvestor
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What investors can learn from Bezos’s 2017 letter to shareholders

The mighty who fell: too big to succeed Levi Strauss, Eastman Kodak, Caterpillar, Heinz, American Express, Procter & Gamble, Compaq, Blackberry. Just a sample of companies, all legendary, that at some point, saw their growth stall, their market caps decline and their … Continue reading

February 7, 2017
by calminvestor
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10 insights from HBO’s 2017 ‘Becoming Warren Buffett’ we hadn’t heard before

HBO released a documentary ‘Becoming Warren Buffett’, on the legendary investor earlier this year. It’s an almost intimate portrait of the most-quoted investor in the world. Worth the 1h 28mins. And summarized below, some of the more insightful  (and less often … Continue reading

November 6, 2016
by calminvestor
3 Comments

Mean Reversion: The Value Investor’s secret weapon

  Successful Equity Investing To become an equity investor, you need three foundational elements: to tell a fundamentally strong company from one that is not based on it’s financial statements, it’s business model, and the dynamics of it’s industry to put those … Continue reading

October 22, 2016
by calminvestor
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Five great free value investing resources

“In my whole life, I have known no wise people (over a broad subject matter area) who didn’t read all the time – none, zero.” – Charlie Munger And so, here’s a short list of valuable value investing resources that I’ve … Continue reading

September 24, 2016
by calminvestor
5 Comments

What bad design can teach us about investor behaviour

Shower controls and Jet Lag I am currently reading a book on design called The Design of Everyday Things by Don Norman. As opposed to the usual sources of reading recommendations from friends, websites top 10s or the ubiquitous Amazon recommendation … Continue reading

September 17, 2016
by calminvestor
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Don’t Ask, Can’t Tell

Our (lack of) self-awareness Let’s do a quick quiz to determine what makes you happy. Rate the following on a scale of 1 (very little) to 5 (a great deal) depending on how much each item causes your mood to fluctuate … Continue reading

August 25, 2016
by calminvestor
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Guy Spier’s Eight Rules for Value Investing

I just finished reading Guy Spier’s “Education of a Value Investor: My Transformative quest for Wealth, Wisdom, and Enlightenment“. The author first made news when he and Mohnish Pabrai bid $650,000 for one lunch with Warren Buffett. This book talks about … Continue reading

August 14, 2016
by calminvestor
3 Comments

Seven Life Learnings for Investors

I subscribe to a website called brainpickings.org that is a beautifully curated set of articles about books on a variety of life topics. I’ve come across many excellent reading suggestions from this treasure trove. A couple of years ago, the founder … Continue reading