Examining Companies Through the Lens of ESG

By Mark Mobius, Franklin Templeton Blog, No matter where we invest, there’s always some sort of risk. This includes not […]

By Liu-Yue Lam | 24 Jun 14 | Posted in Investment Wisdom | Comments (0)

Importance of ROIC Part 1: Compounders and Cheap Stocks

By John Huber, basehitinvesting, A while back, I posted a couple articles on return on invested capital (ROIC) along with […]

By Liu-Yue Lam | 19 Jun 14 | Posted in Food for Thought, Investment Wisdom, Tools and Resources | Comments (0)

For Great Returns, Follow the Cash

By Patrick O’Shaughnessy, Earnings get all the attention on Wall Street. While earnings are of course important (and measures like […]

By Liu-Yue Lam | 16 Jun 14 | Posted in Investment Wisdom, Tools and Resources | Comments (0)

Ten Strategies to Invest Like Warren Buffett

By Jon C. Ogg, 247WallSt, Warren Buffett is generally considered to be one of the great investors of modern history. […]

By Liu-Yue Lam | 12 Jun 14 | Posted in Investment Wisdom | Comments (0)

Big Portfolio Changes for Warren Buffett and Berkshire Hathaway

By Jon C. Ogg, 247Wallst, Berkshire Hathaway Inc. (NYSE: BRK-A) has released its holdings as of the end of the […]

By Liu-Yue Lam | 19 May 14 | Posted in Investment Wisdom, North America, Stocks | Comments (0)

Timeless Investment Lessons From Warren Buffett’s Business Partner, Charlie Munger

By Robert Goldsborough, Morningstar.com, A look at the worldview and investment philosophy of one of the great investors of our […]

By Liu-Yue Lam | 04 May 14 | Posted in Investment Wisdom | Comments (0)

Dare to be Great II

By Howard Marks, Oaktree Capital, Memo to:           Oaktree Clients From:                   Howard Marks Re:                       Dare to Be Great II In September […]

By Liu-Yue Lam | 14 Apr 14 | Posted in Food for Thought, Fortune Cookie Wisdom, Investment Wisdom | Comments (0)

Like Houdini, the Markets Escape Again and Again

By Stephen C. Sexauer, Allianz Global Investors, The Hungarians who fled Budapest in the 1930s have changed the world. This […]

By Liu-Yue Lam | 17 Mar 14 | Posted in Asia, Food for Thought, Investment Wisdom, North America, The Big Picture, Western Europe | Comments (0)

Seth Klarman 2013 Letter to Investors: The Truman Show

From the Baupost Group’s 2013 shareholder letter by Seth Klarman, Klarman has recently given back 4 billion to investors due […]

By Liu-Yue Lam | 11 Mar 14 | Posted in Commodities, Food for Thought, Fortune Cookie Wisdom, Hedge Fund, Investment Wisdom, North America, Stocks, The Big Picture, Western Europe | Comments (0)

Forecast 2014: The CAPEs of Hope

By John Mauldin, Millennium Wave Advisors The Second Most Expensive Stock Market in the World Who’s Got Your Risk? Join […]

By Liu-Yue Lam | 03 Mar 14 | Posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, Investment Wisdom, Latin America, North America, Retirement & Savings, Statistics, The Big Picture, Tools and Resources, Western Europe | Comments (0)