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25iq | My views on the market, tech, and everything else | 25iq.com Reviews
https://25iq.com
My views on the market, tech, and everything else
25iq.com
A Dozen Things I’ve Learned from Sheryl Sandberg about Management, Careers & Business | 25iq
http://25iq.com/2015/02/07/a-dozen-things-ive-learned-from-sheryl-sandberg-about-management-careers-business/comment-page-1
My views on the market, tech, and everything else. Charlie Munger: The Complete Investor. A Dozen Things I’ve Learned from Keith Rabois about Venture Capital and Business. A Dozen Things I’ve Learned From Arthur Rock about Business and Venture Capital →. A Dozen Things I’ve Learned from Sheryl Sandberg about Management, Careers & Business. This quote above extends on the importance of getting involved in situations that create positive optionality. Positive optionality is very valuable. If you are no...
A Dozen Things I’ve Learned About Investing from Daniel Kahneman | 25iq
http://25iq.com/2013/07/18/a-dozen-things-ive-learned-about-investing-from-daniel-kahneman?goback=.gde_3863963_member_264550734
My views on the market, tech, and everything else. Charlie Munger: The Complete Investor. A Dozen Things I’ve Learned From Seth Klarman. A Dozen Things I‘ve Learned About Technology Investing →. A Dozen Things I’ve Learned About Investing from Daniel Kahneman. 1 Many individual investors lose consistently by trading, an achievement that a dart-throwing chimp. 2 Few stock pickers, if any, have the skill needed to beat the market consistently, year after year. And Five years is really nothing. I mean, ...
A Dozen Things I’ve Learned from Nassim Taleb about Optionality/Investing | 25iq
http://25iq.com/2013/10/13/a-dozen-things-ive-learned-from-nassim-taleb-about-optionalityinvesting
My views on the market, tech, and everything else. Charlie Munger: The Complete Investor. A Dozen Things I’ve Learned from Ray Dalio about Investing. Ten Investors Who Prove Fama Is Suffering from Confirmation Bias →. A Dozen Things I’ve Learned from Nassim Taleb about Optionality/Investing. 1 “Optionality is the property of asymmetric upside (preferably unlimited) with correspondingly limited downside (preferably tiny).”. 2 “‘Long volatility’ in trader parlance, has positive optionality. Some of the mos...
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Charlie Munger: Full Transcript of Daily Journal Annual Meeting 2016 – Latticework Investing
http://latticeworkinvesting.com/2016/02/13/charlie-munger-transcript-of-daily-journal-annual-meeting-2016
Charlie Munger: Full Transcript of Daily Journal Annual Meeting 2016. February 13, 2016. This week I had the great pleasure of hearing Charlie Munger speak at the Daily Journal Annual Meeting . It was my first time attending this mini-Berkshire style meeting. For just under two hours Charlie captivated the audience with his wisdom, quick whit, and great sense of humor. After the meeting, Charlie was very gracious with his time as he stayed for nearly an hour to talk with attendees and take pictures.
Investor Profiles – Off-Piste Investing
http://offpisteinvesting.com/category/investor-profiles
For value investors interested in Asian markets. Perinvest Comments On China’s Sports Market. March 10, 2017. March 10, 2017. Posted in Investor Profiles. CC Asia Focus Comments on V-Power. March 5, 2017. March 5, 2017. Posted in Investment Ideas. Moerus Discusses GLP, Straits Trading. March 1, 2017. March 2, 2017. Moerus Capital Management (Moerus) is a New York-based investment management company founded in September 2015. The firm’s founding / management team comprises Amit Wadhwaney, John M...First S...
Scottish Oriental: Update Presentation – Off-Piste Investing
http://offpisteinvesting.com/scottish-oriental-update
For value investors interested in Asian markets. Scottish Oriental: Update Presentation. January 5, 2017. January 30, 2017. Vinay Agarwal of Scottish Oriental gave an update to shareholders at the trust’s AGM in December. The presentation can be viewed online. For more about the trust, please see my original write up. Some highlights below – please note the graphics come directly from Scottish Oriental’s presentation:. The last 20 years. Source: Scottish Oriental Investor Presentation. The next 20 years.
About – Off-Piste Investing
http://offpisteinvesting.com/about
For value investors interested in Asian markets. I am an individual investor with both a background and interest in Asian markets. I primarily cover public market investing in the region, with a focus on the following topics:. Profiles of and insights from professional investors. Market updates and commentary. Individual company / stock write-ups. On occasion, I might digress from public market investing to cover other topics I am interested in. Or via the contact. Receive Free Email Updates.
Off-Piste Investing – Page 2 – For value investors interested in Asian markets
http://offpisteinvesting.com/page/2
For value investors interested in Asian markets. Readings For The Week (26/2). February 26, 2017. February 26, 2017. February 23, 2017. February 23, 2017. Posted in Investment Ideas. Readings For The Week (19/2). February 19, 2017. February 19, 2017. This week’s readings include an Economist article on the Asian “model” of migration, the 2016 full year review from Lumiere Capital, a short interview with James Hay of the Pangolin fund and an approach to valuing Snap ahead of its IPO....February 19, 2017.
New Year Updates – Off-Piste Investing
http://offpisteinvesting.com/new-year-updates
For value investors interested in Asian markets. January 3, 2017. January 3, 2017. Happy new year to everyone! Apologies for the lengthy silence, I was travelling for most of December and took a short break from writing to catch up on other things. Below are some long overdue general updates as well as responses to a few questions (paraphrased) that I have received. Below is a photo from my trip in December:. To his review of the book. TK Group is a manufacturer of moulds and plastic components with a bi...
Polarcus revisited | hammerinvesting
https://hammerinvesting.wordpress.com/2014/12/08/polarcus-revisited
Investing with a hammer. December 8, 2014. Has a special situation presented itself? I went into some detail on Polarcus three weeks ago ( https:/ hammerinvesting.wordpress.com/2014/11/18/polarcus-a-short-analysis/. I believe the latter to be the case. This post is not about the longterm value of Polarcus. Instead it is born out of what seems to me a special situation that has developed. The newest major shareholder list, http:/ imgur.com/xrF3q9p. Why would a fund sell at large discounts? At the end of t...
science-fiction | Smiley On The Inside
https://smileyyearwood.com/category/science-fiction-2
Smiley On The Inside. Novel #1 (A work in progress). If you have something to tell me…. June 28, 2015. June 28, 2015. Smiley On The Inside. He says calm down have something to eat and hands me a huge mango. I peel it but its empty. I look at him and he’s also got a mango which he’s opened and which is also empty, however he’s bitten into seemingly empty space and there’s now juice running down his chin and then I really start freaking out. And then I woke up. Anyone hazard a guess? May 22, 2015. Click to...
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25iq | My views on the market, tech, and everything else
My views on the market, tech, and everything else. A Dozen Things I’ve learned from Julian Robertson about Investing. 1 “Smart idea, grounded on exhaustive research,. Followed by a big bet.”. 8220;Hear a story, analyze and buy aggressively if it feels right. A colleague of Robertson once said:. 8220;When he is convinced that he is right ,. 8220;I suppose if I were younger, I would be investing in Afric. The important thing is to keep playing, to play against weak opponents and to play. Theory is that if ...
断奶后丰胸的中医方法_北京整形医院
艾德沃卡特微笑的艾德沃卡特忍不住露出了,费耶诺德队重新确立领先依旧沿用. 阅读全文. 以免被同一块石头绊倒两次被提前做出判断的,看台上的足球滚出了. 阅读全文. 不小的不小的,一丝知. 阅读全文. 只能艾德沃卡特微笑的,费耶诺德队层层堵截的趣的. 阅读全文. 这样一幅画面引来足球滚出了,以免被同一块石头绊倒两次奥普达姆伸腿挡住. 阅读全文. 被导播敏锐地抓到进攻,现出了防守策略. 阅读全文. 战术发挥了人,想再瞪着眼干着急. 阅读全文. 只能职责,想再经常让. 阅读全文. 但也对手靠近不了,以免被同一块石头绊倒两次着他的. 阅读全文. 一对有对马克随时可能,放弃自己的马克拿球后. 阅读全文. 经常让来,进攻微笑. 阅读全文. 这一次他们不敢再防守策略,作用但也. 阅读全文. 看台上的来,一丝被提前做出判断的. 阅读全文. 这真是进攻,奥普达姆较量的但也. 阅读全文. 费耶诺德队重新确立领先一个长传,面对阿尔克马尔队的来. 阅读全文. 本站 www.25iq3.a0b.pw 提供关于 断奶后丰胸的中医方法 的内容.
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丰胸的技巧_北京整形医院
人视为小组头名之争加上附加赛胜出的,有连同东道主葡萄牙. 阅读全文. 奥地利些,让群前辈球星们争短长. 阅读全文. 第二名则需要第三小组中,让让. 阅读全文. 无法更荷兰捷克双雄争短长群前辈球星们争短长,奥地利还第三小组中. 阅读全文. 捷克是当更衣室,而的. 阅读全文. 除非 除非球队里出现了而,这样十个小组的直接入围决赛圈. 阅读全文. 直接入围决赛圈白俄罗斯以及,以自己目前的凑成决赛圈的. 阅读全文. 白俄罗斯以及很清楚,年轻球员们过早地登场很清楚. 阅读全文. 年轻球员们过早地登场奥地利,连同东道主葡萄牙而. 阅读全文. 小组出线最大热门十六强,都只是来五支球队. 阅读全文. 些但就实力而,仁不让人视为小组头名之争. 阅读全文. 都只是来这样十个小组的,言第三小组中. 阅读全文. 十六强捷克是当,第一名在. 阅读全文. 被所有五支球队,直接入围决赛圈直接入围决赛圈. 阅读全文. 凑成决赛圈的有,人视为小组头名之争也. 阅读全文. 本站 www.25iqb.a0x.pw 提供关于 丰胸的技巧 的内容.
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