bosebo
@brtemarkBitten by the equity bug 1980. Since then active in the financial markets in various ways. Scott Adams, comic strips Dilbert on investing, timeless wisdom & fun
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Good Fiscal Theory review by Edward Chancellor at Reuters.com reuters.com/breakingviews/…
As with the pandemic, the @FT will be making one piece of our coverage of the invasion free to read every day, and leaving all of those pieces free from then on. You can see all of our free coverage of the war in Ukraine to date here: ft.com/content/77ab8d…
Wow!!! Bästa 2 minutrarna på väldigt, väldigt, väldigt länge!
Ten years after the launch of InvestingByTheBooks we have to say that the wealth of information & sharing investing knowledge is reaching new highs every year. Our contribution going into a new year is an updated list of best investment books ever. investingbythebooks.com/columns/2021/1…
We recently had this zoom interview with Ted, where we discussed multiple things. For example how allocators should deal with high valuations and low rates, the attractiveness with PE and what he has done with his own money lately. Enjoy! investingbythebooks.com/columns/2021/8… @tseides
Our new podcast is up! ✨ Get to know the hosts Eddie Palmgren and Niklas Sävås, what you can learn from the show, and who the first guests are. Watch and subscribe: podcasts.apple.com/us/podcast/0-i… #investing #books #podcast @Redeye_ @Investbythebook
People have a natural tendency to double down on what they recently said. This can be used to manipulate them towards a particular viewpoint -- by slowly nudging them in the right direction with loaded questions. A demonstration from the wonderful show "Yes, Prime Minister":
"There's a saying in the business, 'there are old investors and there bold investors but there aren't many old and bold investors' - Stanley Druckenmiller is the exception." Latest Druckenmiller Speech at USC [h/t @jtkoster] vimeo.com/548917378
Richer, Wiser, Happier - William Green is soon out with his new book that can help us become just that. Watch or read our recent interview with William! @williamgreen72 investingbythebooks.com/columns/2021/4…
This is the most intimate profile I've ever written. I hope I've captured @muddywatersre The Rage of Carson Block institutionalinvestor.com/article/b1rgry… via @iimag
Credit Suisse: It's always negative Convexity Back of the envelope - CS was effectively short 34mm of the VIAC $80 strike put on 3/20. This is equivalent to asking for 20% margin with stock at $100 Option jumped from $5 to $38, or $1.122bn loss Repeat for other positions
We interviewed Björn Fahlén for the upcoming release of his book "Investing With Intelligence". Enjoy! @Redeye_ investingbythebooks.com/columns/2021/3…
We recently had a good conversation with @jackschwager on his new book, Unknown Market Wizards, as well lessons from the past. Enjoy. http//www.investingbythebooks.com/book-reviews-chronologically/2021/3/2/schwager-jack-unknown-market-wizards @PeterLBrandt @ChrisCamillo
This video is a masterclass in psychology. The first person to do something always looks weird. People laugh. Then somebody else joins. Then the crowds come in and the person who started the whole thing goes from looking like a goon to looking like a genius.
This is an over the top kind take on what we do, but the thread links to a series of interviews that combined together is a great summary of our approach.
I've recently been obsessed w/ Ensemble Capital and their "modern day Buffett" style of investing - clear long term thinking around both competitive advantages & valuation. During these hectic times I think everyone needs a dose of common sense, so here are my fav interviews;
"The problem with the world is that the intelligent people are full of doubts, while the stupid ones are full of confidence." - - Charles Bukowski
“Feedback loops are created when reactions affect themselves and can be positive or negative.” fs.blog/2011/10/mental…
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