Some of my best trades and investments since I started dabbling in financial markets came from investing in entire single countries that have fallen out of favour and holding them for a period of time until they become popular among investors again. What were some of them? My investments in Argentinian equities back in late-2015 … More Greece – turning the corner?
When I first started dabbling in the financial markets years ago, it wasn’t a pleasant experience. I made money at first but eventually lost it all, and losing one’s hard-earned savings was a heart-wrenching experience. It made me doubt if I could ever become a successful investor (I know it sounds naive). While I saw … More These are the things I wish I knew before I started investing
The investment landscape is changing for the first time in 8 years. According to the IMF‘s data, America’s economy is operating at if not above capacity (output gap closing), with a relatively tight labour market and leveraging by both corporations and households. A pickup in investment began early last year, as growth accelerated and companies … More 3 areas to steer clear of & 1 chart to monitor
In the first and second articles of this 3-part series, we covered the philosophy and the investment principles and strategies of the famous Quantum Fund ran by billionaire investor George Soros. In this third episode, we will cover the management principles of this legendary firm. (I) Be part of a global ‘intelligence network’ One advantage … More Lessons from Soros’ Quantum Fund – Part III
While I was serving my term of mandatory military service in the Singapore Armed Forces, I read a piece of classical Western literature that was breathtaking in its scope and entirety. ‘The Odyssey’ from the Greek poet Homer captivated my imagination of a world of brave warriors, spectacular battles, treacherous seas, and perilous journeys across … More Homer’s Odyssey: a Lesson for Investors!
In April this year, local US media reported that the Kentucky Coal Museum is opting for solar power usage, in what may go down as an ironic and perhaps iconic twist in the history of fossil fuels and the global energy industry. 80 or so solar panels are to be installed, with the expectation of … More Time to bet against coal?
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
The most famous investor of the world released his widely-anticipated letter to his shareholders last weekend. I typically enjoy reading Mr Buffett’s letters as its sprinkled with bits of business wisdom and management tips allover, wrapped with his casual-like tone and occasional humour. Here are some of my main takeaways from the CEO of Berkshire … More My takeaways from Warren Buffett’s latest letter
New Media Investment Group (NEWM) is an American company that invests in media services and digital marketing. The company emerged out of bankruptcy in 2014 (formerly GateHouse Media), and is managed by private equity titan Fortress Group. I came across this company while reading one of Macro Ops‘ letters; a savvy community of global macro investors which I … More New Media Investment Group – a potential turnaround story?
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