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The future of investing

When I was at the 2007 Wesco annual meeting, Charlie Munger said that he expected value investing to become more popular. That would mean more investors searching for the same attributes, and more...

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Can one ever read too much Seth Klarman?

I’m currently neck deep in the Foster’s demerger and don’t have a lot of time to pen original thought. So I’ve decided to instead quote my favourite section of a recent shareholder letter by one of the...

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The case for cash

Investors need to be careful what lessons they learn from the incredible and, in all likelihood, fairly unique market downturn of 2008/09. The stockmarket (and most investors’ portfolios) fell by more...

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Klarman’s European Adventure – Vivendi

The secretive hedge fund manager Seth Klarman, founder of Baupost Group, is rightfully regarded as one of the best value investors in the world. His fund’s portfolio is usually filled with unlisted...

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The Mirror Cracks

Loyal members of Intelligent Investor Share Advisor may be familiar with Jim Grant of Grant’s Interest Rate Observer. Grant has published several books, including Money of the Mind, Minding Mister...

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