“In many instances, value investing proves fundamentally uncomfortable, as the most attractive opportunities frequently lurk in unattractive or even frightening places.”-David Swensen in his book Pioneering Portfolio Management
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Category: Quotes
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What was that again?
“We’re headed into another summer on Wall Street and, like opening up a giant box of German pornography, you just know we’re in for a shitshow.”-Josh Brown wrote in The Reformed Broker
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What was that again?
“The most successful investors are defined by their actions in a bear market, not a bull market.” -Lauren C. Templeton & Scott Phillips, “Investing the Templeton Way”
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Linkfest:May 14, 2012
Some stuff I am reading today morning:
How Birla convinced Biyani to sell Pantaloon (ET)
Vijay Mallya:Habitually broke? (SuchetaDalal)
The fall of Niranjan Hiranandani? (Open)
Praful Patel and the fall of Air India (Caravan)
How to lose 1 Billion $ in 46 minutes (WSJ)
Chinese agents plotting to kill me:Dalai Lama (DNA)
36 Hours in Hyderabad (Nytimes)
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What was that again?
“Equity markets should not occupy more than 20-30% of your liquid net worth because in the long run equities will not give much returns and it’s better to have a time horizon of two years, and no more, in this game.”-Shankar Sharma, CEO of brokerage First Global in an interview