Intelligent Investing

"It's (Value investing) like an inoculation. If it doesn't grab a person right away, I find that you can talk to him for years and show him records, and it doesn't make any difference. They just don't seem able to grasp the concept, simple as it is." - Seth Klarman

Monday, May 21, 2018

10 Year Portfolio Performance

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It has been 10 years since I started on my investment journey. Not an easy one. Along the way, there are many “landmines” encountered. Many...
2 comments:
Wednesday, September 09, 2015

Portfolio as of 31 Aug 20

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It has been a long time since we last updated - 1.5 years and some. Summary of portfolio performance: Portfolio has largely outperf...
Wednesday, January 01, 2014

2013 Portfolio Performance

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Portfolio Performance Table We are up 27.6% for 2013. This is our second best performance on a full year basis since we started in May...
10 comments:
Wednesday, August 28, 2013

Portfolio performance update for 1H 2013

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Here's our belated portfolio's performance for the first half for 2013. I apologized for the delay. Our portfolio enjoy...
Friday, January 11, 2013

Mispriced Liberty Media??

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Here's another idea which may or may not works. Liberty Media is due to spin off its non-Starz related assets, i.e., its media investm...
3 comments:
Friday, January 04, 2013

Review of Portfolio for Y2012

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Let's start with recent comments from Seth Klarman: 'The key watchword for the first half of the year [2012] was patience. We p...
4 comments:
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