Category Archives: Investment Guru’s

Investment Philosophy of John Maynard Keynes

Why read about Keynes Investment Philosophy? Under Keynes’s tenure as First Bursar of King’s College— a period that encompassed the 1929 market crash, the Great Depression, and World War II— the discretionary portfolio of the King’s College grew through Keynes’s … Continue reading

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Bharat Shah: Buy Quality & Only Quality at Fair Price and Hold for LT

Deep Value vs High Quality Debate: Let me clarify at the outset I have no intention to either directly or indirectly criticize anyone following DEEP VALUE investing philosophy or for that matter any philosophy. Till early 2014, I  have followed deep … Continue reading

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Ralph Wanger Part II: Have your own investment Philosophy, Value vs growth investors

You can read part I of this post here. Note: Unless otherwise stated, the words in italics are extracts from the book “A Zebra in Lion Country”  IMPORTANCE OF HAVING YOUR OWN INVESTMENT PHILOSOPHY “An investment philosophy is important not in … Continue reading

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Ralph Wanger- Identify LT trends, Buy Small Cap & Aim only Multi-Baggers

Note: Unless otherwise stated, the words in italics are extracts from the book “A Zebra in Lion Country”  Ralph Wagner’s investment philosophy have two essential elements 1) Buy small companies 2) Identify a major trend, and then buy companies that … Continue reading

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Paul Sonkin – We Fish Deep & We Fish Alone

Paul Sonkin is  a portfolio manager with Gabelli Asset Management. This article is based on the interviews which he had given while managing Hummingbird Value Funds. Hummingbird Value Funds used to concentrate on the sub-USD100m market cap companies, which is the … Continue reading

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Tweedy & Browne: On Macro Uncertainty, Growth Investing, and some tips to budding analyst

When I started my investment journey two years back, I was much more attracted to the investment philosophy of partners of Tweedy & Browne compared to Warren Buffet. I found Tweedy & Browne emphasis on buying numerous group of bargain securities easier compared … Continue reading

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Amitabh Singhi: Follow Graham to Survive

Note: I have compiled this article based on various interviews available on internet of Amitabh Singhi, some of which are quite dated. In this post, I picked up those quotes which I liked most. This post is not an attempt … Continue reading

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