Uses and Misuses of Investment Checklists
I recently had the pleasure of sitting down with Michael Shearn, author of The Investment Checklist: The Art of In-Depth Research, and managing For more great content, visit BeyondProxy
View ArticleImproving Your Investment Process: An Example
As value investors, we too are indebted to the invaluable insights by Daniel Kahneman, Amos Tversky and other great thinkers who have helped us better For more great content, visit BeyondProxy
View ArticleInsights on China (Part 1): What Investors Need to Know About the Chinese...
The following article is the first part of Insights on China, a series of articles dedicated to a better understanding of China’s For more great content, visit BeyondProxy
View ArticleInsights on China (Part 2): The Four Demographic Challenges and What They...
The following article is part two of Insights on China, a series of articles dedicated to a better understanding of China’s economic For more great content, visit BeyondProxy
View ArticleInsights on China (Part 3): What’s the Alternative to the Cheap Manufacturing...
The following is the last article of Insights on China, a series of articles dedicated to a better understanding of China’s economic For more great content, visit BeyondProxy
View ArticleBerkshire Beyond Buffett
As people speculate about what will happen to Berkshire Hathaway after Warren Buffett is no longer around, I’ve written what I hope For more great content, visit BeyondProxy
View ArticleFinancing India’s Infrastructure Build-out
India’s large infrastructure deficit and the need for fixing it is almost universally known and accepted. I’ve also written about it in For more great content, visit BeyondProxy
View ArticleBook Review: The Education of a Value Investor, by Guy Spier
I came across Guy’s book while interning with him at Zurich, thinking it could be a decent way to learn something about For more great content, visit BeyondProxy
View ArticleBook Review: The Investment Checklist, by Michael Shearn
The mind constantly plays tricks with investors. In a stressful – potentially loss-making – situation the negative pressure risks short-circuiting our analytical For more great content, visit BeyondProxy
View ArticleChapter 8 of “Berkshire Beyond Buffett”
(The following is an excerpt from Chapter 8, Autonomy, from Lawrence Cunningham’s upcoming book, Berkshire Beyond Buffett: The Enduring Value of Values; For more great content, visit BeyondProxy
View ArticleBook Review: Tap Dancing to Work, by Carol Loomis
This summer, one of the most influential business journalists of our time decided it was time to putdown the pen. Carol J. For more great content, visit BeyondProxy
View ArticleFavorite Reading Recommendations, with Michael Shaoul of Marketfield Asset...
Watch more excerpts of our exclusive interviews with thought-leading investment managers. For more great content, visit BeyondProxy
View ArticleBook Review: Quality of Earnings, by Thornton O’glove
Recently, there was an article about Chinese IPOs in a Shanghai newspaper. The writer spoke to Yan Ding, head of Ceibs Research For more great content, visit BeyondProxy
View ArticleAudio Excerpt: The Education of a Value Investor, by Guy Spier
I hope you’ll enjoy the following excerpt from the Audible version of Guy Spier’s highly reviewed book, The Education of a Value For more great content, visit BeyondProxy
View ArticleBook Review: The Man Who Turned the Lights On, by Gordon Wu
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled and managed For more great content, visit BeyondProxy
View ArticleBook Review: Berkshire Beyond Buffett, by Lawrence A. Cunningham
Hopefully this book can do for corporate culture and creating value what William Thorndike’s Outsiders did for share buybacks and “value creation”. For more great content, visit BeyondProxy
View ArticleAuthor Interview: Larry Cunningham on Berkshire Beyond Buffett
Larry, we want to extend lots of gratitude to you for, most importantly, putting this book together, but then also for taking For more great content, visit BeyondProxy
View ArticleBook Review: The Incredible Shrinking Alpha, by Swedroe & Berkin
It was with an uneasy feeling I began reading this book, due to several factors. The title, book jacket flak, previous work For more great content, visit BeyondProxy
View ArticleBook Review: “Liem Sioe Liong’s Salim Group: The Business Pillar of Suharto’s...
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled and managed For more great content, visit BeyondProxy
View ArticleBook Review: One Summer, by Bill Bryson
In my research and investing I stress three things: people, structure and value. I look for companies that are controlled and managed For more great content, visit BeyondProxy
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