Investment Philosophy

Buffett on How to Think About Stocks

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“Investment is most intelligent when it is most businesslike”. – Ben Graham, The Intelligent Investor This is the time of year that I always look forward to for a variety of reasons. Spring is near in my area of the United States, college basketball tournaments will be captivating audiences around the country, the azaleas will soon be in full bloom at Augusta National Golf Club (the site of my favorite golf major), and my personal favorite: the slew of annual […]

Get Better by Reading

Thoughts on Investment Process & Shareholder Letters to Read

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In the last week or so, I’ve written a couple posts on my investment process. One post discussed where I look for ideas and the tools I use, and the other briefly discussed my investment routine. Feel free to read those posts for more of my thoughts on my process, but here is a quick summary of the places I look on a daily/weekly/monthly basis for investment ideas: Value Line Wall Street Journal Investment Blogs Screeners New Low List Value […]

Portfolio Management

“Canada’s Warren Buffett” on the Importance of Holding Cash

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Fairfax Financial Holdings just announced their 2012 year end results and over the weekend I had a chance to read through the conference call transcripts and make some quick notes. I’m always interested in listen/read what the Fairfax chairman and CEO Prem Watsa has to say. Watsa is one of the best investors in the world. He is often compared with Warren Buffett, not only for his investment acumen, but also for the similarities in the business vehicle he uses. Like […]