In an earlier post, I shared about what I wished I knew earlier before I started investing. Other than developing clear goals and having an investment philosophy, awareness of one’s own personality and temperament will go a long way in achieving success in financial markets. But how does one tailor the knowledge of one’s personality … More A Personality-Driven Portfolio? Here’s a book on it
In an astutely written article titled ‘The Expert Generalist – Why the Future Belongs to Polymaths‘, Zat Rana made a case for how the well-read and multi-disciplined generalist will outperform master specialists in an evolving world that is increasingly run by machines and artificial narrow intelligence. Rana emphasised that some of history’s greatest contributors like Aristotle and … More Reading about Adaptive Systems, Biology & Power Laws may improve your investing
Continuing my never-ending pursuit of global macro education, I picked up an interesting book last year and was hooked to it immediately, reading it through in just one sitting: It’s a fascinating insight into the process and lens of a successful discretionary macro trader, and the book is available on Amazon for purchase. Alex Gurevich was … More ‘The Next Perfect Trade’ – a brilliant book on macro trading!
Mr Lee Freeman-Shor from asset manager Old Mutual Global Investors once conducted an interesting exercise: He gave 45 of the world’s top investors capital to invest on the condition of just 1 rule – they could only invest in their 10 best ideas with the given capital. This exercise was done over a 7 year period spanning from … More A Great Book: Lee Freeman-Shor’s “The Art of Execution”
Anthony Bolton is one of Britain’s most well-known investors. He has managed money professionally for close to 3 decades at asset management firm Fidelity Investments. And during those many years at the helm of the Fidelity Special Situations Fund, he has achieved an average annualised return of 20%! Bolton shared his wealth of experience in … More Anthony Bolton’s Insights On Investing
Investor Lawrence Creatura recently published a book where he shared his insights from more than 2-decades worth of valuable experience. The author titled his book: ‘Long & Short: Confessions of a Portfolio Manager‘. Reading such books allows one to shorten the learning curve by learning from the experience of others, so I decided to give the book … More Review of ‘Long & Short: Confessions of a Portfolio Manager’
There aren’t many investment books out there that offer thoughts about shorting stocks, since shorting is generally viewed as taboo (which is a misguided connotation since there’s a great amount of empirical evidence to suggest that enabling short activity allows capital markets to be more efficient). Thus, there is a great deal of value to … More Dead Companies Walking – A Review