Categories
Guru Investors Investing Videos

Why did Warren Buffett invest 6B in Japan?

The other week Warren Buffett invested in Japan and a few people asked what I think about his recent move.

I rather not speculate why Warren Buffett does anything but Invest with Tom gives a great overview why he could have invested in Japan. As always Tom gives some great explanations and also explains the Japanese market a bit. It is definitely worth the watch and one of the better videos on this subject.

My personal thoughts on it : Japan is a value investors dream. There are plenty of overlooked stocks that are selling at low multiples. The problem is that Japan still has a stigma that it is somehow shareholder unfriendly. if people would pay attention they would noticed that they changed a lot in the last couple years ( partially thanks to abenomics). Japanese companies now also embrace buybacks and pay dividends. If you ask me they are definitely worth a look. I’m quite happy that Warren Buffett put some focus on this overlooked market.

Categories
Guru Investors

8 best Peter Lynch Quotes on Investing

I’ve been a huge fan of Peter Lynch’s Investing Strategies all my life so I figured its time to put together a few of the best Peter Lynch Quotes on Investing. Long story short here are some of his 8 best quotes:

“Know what you own, and know why you own it”
― Peter Lynch,

“When you sell in desperation, you always sell cheap.”
― Peter Lynch,

“Go for a business that any idiot can run – because sooner or later any idiot probably is going to be running it.”
― Peter Lynch

“Understand the nature of the companies you own and the specific reasons for holding the stock. (“It is really going up!” doesn’t count.)”
― Peter Lynch

“If my favorite Internet company sells for $30 a share, and yours sells for $10, then people who focus on price would say that mine is the superior company. This is a dangerous delusion. What Mr. Market pays for a stock today or next week doesn’t tell you which company has the best chance to succeed two to three years down the information superhighway.”
― Peter Lynch

“The typical big winner in the Lynch portfolio (I continue to pick my share of losers, too!) generally takes three to ten years or more to play out.”
― Peter Lynch

“It takes remarkable patience to hold on to a stock in a company that excites you, but which everybody else seems to ignore. You begin to think everybody else is right and you are wrong. But where the fundamentals are promising, patience is often rewarded—Lukens stock went up sixfold in the fifteenth year, American Greetings was a sixbagger in six years, Angelica a sevenbagger in four, Brunswick a sixbagger in five, and SmithKline a threebagger in two.”
― Peter Lynch

“This is one of the keys to successful investing: focus on the companies, not on the stocks.”
― Peter Lynch

Btw I will also review some of his famous books in the near future so make sure that you come back regularly. Most of the Peter Lynch Quotes you find on this page are taken from his books One up on Wall Street, Beat the Street and Learn to Earn. Also make sure to check the beating the Street Summary I posted the other day

Categories
Guru Investors Investing Videos Investment Books

Beating the Street Summary by the Swedish Investor

I read Beating the Street 3 times and I think this book is one of the best investment books out there. If yo haven’t read it yet then this short Beating the Street summary will definitely get you interested and for people that read it before its a great refresher for the memory.

I posted videos by the swedish investor before and this one is just as great as the others. He gets the essence of the book and presents the main topics in a great way with visuals. I believe this can be extra useful for people that are short on time or just want to get a refresher of what Peter Lynch’s famous book was all about. Beating the street is everybody’s dream and Peter Lynch shares some very simple and easy to understand ideas how to do it.

Highly recommended video.

Categories
Guru Investors Investing Videos

Mohnish Pabrai on why Investors should invest alone

In this Mohnish pabrai boston college lecture Mohnish explains why Investors should invest alone.

At first it might appear contra productive. Isn’t it better when more people combine their thoughts and ideas ? In investing this is not necessarily the right approach. Everybody is different and has their different views and perspective. What might sound like a good investment to you might not be a good one for another. Mohnish Pabrai mentions that if he would hire an analyst he would pay him NOT to present him Ideas. Instead he would just like to consult him whenever he needs to have a second opinion on a stock he likes already.

I feel the same way. I would hate it if I would have to discuss every Investment Idea with a lot of people. I usually build my own opinion after doing research. If anything I just ask some people that I trust general questions about a sector or if there could be something that I have overlooked. Investing is very personal and nobody really sees a company the same way you see.

All in all a very useful lecture with Mohnish Pabrai. Please let me know in the comments if you prefer to discuss your ideas with others or if you prefer to act alone.