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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.

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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.

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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.

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Investing Videos

The Intelligent Investor Summary

Today I want to share with you the best the intelligent investor summary I’ve seen or read in a long time. The Swedish Investor is doing a great job putting the biggest parts of his book into a short Video. The graphics are amazing and especially the part with Mr Market is invaluable. I personally think the concept of Mr Market is one of the most important things in Investing. The market behaves irrational at times and if the Market offers you a great company at a low price it’s the time to buy. As always the Swedish Investor is doing a great job with the graphics and he is getting the main points of the book.

If you haven’t read the Intelligent Investor by Benjamin Graham then I highly recommend that you grab a copy. I read it about ten years ago and even after reading about 70 books on intelligent investing / investing in general I can still say that this book is among the best ever written. The entire Value Investing community builds on the knowledge of Ben Graham. After all he was Warren Buffett’s teacher. Investing strategies evolved a lot since the book was written and I personally think it’s harder nowadays to make money with the so called net nets or cigar butt stocks but nonetheless the knowledge you gain from reading the book is invaluable. The Summary by the Swedish Investor gives you a good primer and it has a lot of the information you need.

This the Intelligent investor summary is the next best thing you will find. Please let me know in the comments how you liked the video. I will make sure to post more great content for everybody that is interested in intelligent investing out there. And make sure you come back in the coming days for more great content.

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Investing Videos

Invest with Tom talking about Guru Investor Li Lu

I’ve been a huge fan of Li Lu for the longest time. He is actually the guy that invests Charlie Munger’s money. It’s not easy to find good articles about Li Lu in english so I was quite happy to see that Invest with Tom made a video about him.

Tom’s video explains how Li Lu got started and explains his value Investing strategy in a clear and understandable way. A highly recommended video if you have 10 minutes to spare today. Learning from Guru Investors such as Li Lu will make you a better investor.