Go to ...

Buffettpedia

Legendary value investors' secrets

RSS Feed

November 30, 2020

RSS Aswath Damodaran’s Musings on Markets

  • A Viral Market Update XIV: A Wrap on the COVID market, premature or not! November 5, 2020
    Over the last eight months, I have written a series of posts on the market and how it has adapted and adjusted to COVID. The very first of these posts, on February 26, 2020, was about two weeks into the meltdown and it is indicative of how little we knew about the virus then, and […]
  • Value Investing III: Requiem, Rebirth or Reinvention? October 23, 2020
    If you have had the endurance to make your way through my first two posts on value investing, I compliment you on your staying power, but I am sure that, if you are a value investor, you have found my take on it to be unduly negative. In this, my third post, I want to […]
  • Value Investing II: Tough times for Value Investing - Passing Phase or a Changed World? October 23, 2020
    In the last post, I noted the strong backing for value investing for much of the last century, where a combination of investing success stories and numbers that back those stories allowed it to acquire its lead position among investment philosophies. In this post, I plan to look at the underbelly of value investing, by […]
  • Value Investing I: The Back Story October 23, 2020
    One of the classes that I teach is on investment philosophies, where I begin by describing an investment philosophy as a set of beliefs about how markets work (and sometimes don't) which lead to investment strategies designed to take advantage of market mistakes. Unlike some, I don't believe that there is a  single "best" philosophy, […]
  • Sounding good or Doing good? A Skeptical Look at ESG September 21, 2020
    In my time in corporate finance and valuation, I have seen many "new and revolutionary" ideas emerge, each one marketed as the solution to all of the problems that businesses face. Most of the time, these ideas start by repackaging an existing concept or measure and adding a couple of proprietary tweaks that are less […]
  • Illusion, Perception and Reality: Stock Splits and Index Inclusions September 1, 2020
    After big market movements, we are eager to look for explanations, fundamental reasons why a stock or stocks collectively moved on that day, but the reality is that a great deal of the price movement on a day-to-day basis has nothing to do with earnings, cash flows or risk. On August 31, this reality was […]
  • A Viral Market Update XIII: The Strong (FANGAM) get stronger! August 20, 2020
    When I started these updates on February 26, 2020, about two weeks after the markets went into free fall, my first six posts were titled "Viral Market Meltdowns", reflecting the sell off across the globe. About half way through this series, I changed the title, replacing the word "meltdown" with "update", as markets turned around. […]
  • From Class Rooms to Class Zooms: Teaching during COVID times! August 5, 2020
    As some of you who have visited my website and read my bio know, I describe myself first and foremost as a teacher,  and every semester, for the last decade, I have invited anyone who is interested to join in my classes. In December 2019, when I posted my last invite, I fully expected to be teaching corporate […]
  • A Viral Market Update XII: The Resilience of Private Risk Capital July 23, 2020
    In the midst of chaos and confusion, it is human nature to look for order and for a unifying theory that explains the world. As I have navigated my way through this crisis, I have used data from markets to try to come up with explanations for why markets have rebounded as quickly and as […]

RSS Dr David Kass commentary

RSS CNN Money

Like Us On Facebook

Facebook Pagelike Widget

Recommended reading

RSS The Business Times – Companies & Markets

  • Yoma Land to develop suburban offices, more apartments in Yangon November 30, 2020
    MYANMAR-FOCUSED conglomerate Yoma Strategic Holdings' real estate arm, Yoma Land, plans to develop its first suburban commercial property at StarCity, and a second residential project under the City Loft brand in another part of Yangon.
  • No Signboard full-year loss widens to S$9.8m on lower revenue November 30, 2020
    CATALIST-LISTED food and beverage group No Signboard Holdings sank deeper into the red for the financial year ended Sept 30, 2020, on lower revenue, it said in an exchange filing on Sunday.
  • Hong Leong Asia chairman ups stake November 29, 2020
    FOR the five local trading sessions that spanned Nov 20 to 26, the Straits Times Index (STI) gained 2.9 per cent, with the Nikkei 225 Index, Hang Seng Index and S&P/ASX 200 Index averaging a 2.0 per cent gain.
  • Rest of year may see rotation if investors shift from tech November 29, 2020
    US investors are going all-in on vaccines, all-in on President elect Joe Biden and all-in on the electric car but at least one of those wagers could well prove premature. US stocks continued their historic rally last week, and the Dow Jones Industrial Average closed above 30,000 for the first time as one of the […]
  • At Toffs, a desire to carve its own niche November 29, 2020
    PART postman, part security officer. That is how Toffs Technologies' co-founder and director of operations Philip Chua describes his firm's business model.

RSS The Business Times – Stocks

November 2020
M T W T F S S
 1
2345678
9101112131415
16171819202122
23242526272829
30  

warren buffett’s moat concept

Warren Buffett looks for enduring moat

November 28, 2014

Warren Buffett: “A truly great business must have an enduring ‘moat’ that protects excellent returns on invested capital.” Mr Buffett said this in his letter to Berkshire shareholders (February 2008) for Year 2007. Illustrating on this ‘moat’ concept, Mr Buffett said: “The dynamics of capitalism guarantee that competitors will repeatedly assault any business ‘castle’ that is

Continue Reading››

Skip to toolbar