News · Portfolio

My current thoughts on the market

Normally, I am not concerned about macroeconomics. But during my search for undervalued companies, I have accumulated stocks in sectors who increase in value in an increasing interest environment. My portfolio consists of: Oil, insurance, materials and banking. The oil price has increased from around a $22 low last year to $65-70 today. With these… Continue reading My current thoughts on the market

Books · Uncategorized

Valuing a company — A selection of notes from Joel Greenblatts classes at Colombia university

I found a collection of notes from Joel Greenblatt’s 2002-2006 investing class at Colombia university floating around the Internet. I thought l’d share some of the notes here, and what I got from it. This is from the first 100 pages. I might make a note of the last 200 pages sometime later. An introduction… Continue reading Valuing a company — A selection of notes from Joel Greenblatts classes at Colombia university

Uncategorized

Investing insights from successful investors

In this article I have collected some insights from successful investors. I hope you find it useful. “Success in investing has two parts: finding edge and fully taking advantage of it through proper position sizing. Almost all investment firms focus on edge, while position sizing generally gets much less attention.” Proper portfolio construction requires specifying… Continue reading Investing insights from successful investors