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Value Investing Is My Life

Value Investing Is My Life. Value investing is easy it is sick. Everyday, I read to expand my circle of competence. That's all.". When I read , I know. When I study, I remember. When I do, I understand. When I went to Buffett's meetings, I self-actualized.". My risk management control is to reject investment ideas.". Monday, May 21, 2007. Timothy Collins, Tim Collins. I am currently reading the book "Saving the Sun" about the. Story of the revival of Shinshei Bank. Part Two of the book. Classy guy, good ...

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Value Investing Is My Life | mikeonghai.blogspot.com Reviews
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Value Investing Is My Life. Value investing is easy it is sick. Everyday, I read to expand my circle of competence. That's all.. When I read , I know. When I study, I remember. When I do, I understand. When I went to Buffett's meetings, I self-actualized.. My risk management control is to reject investment ideas.. Monday, May 21, 2007. Timothy Collins, Tim Collins. I am currently reading the book Saving the Sun about the. Story of the revival of Shinshei Bank. Part Two of the book. Classy guy, good ...
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Value Investing Is My Life | mikeonghai.blogspot.com Reviews

https://mikeonghai.blogspot.com

Value Investing Is My Life. Value investing is easy it is sick. Everyday, I read to expand my circle of competence. That's all.". When I read , I know. When I study, I remember. When I do, I understand. When I went to Buffett's meetings, I self-actualized.". My risk management control is to reject investment ideas.". Monday, May 21, 2007. Timothy Collins, Tim Collins. I am currently reading the book "Saving the Sun" about the. Story of the revival of Shinshei Bank. Part Two of the book. Classy guy, good ...

INTERNAL PAGES

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1

Value Investing Is My Life: Rational Prices

http://mikeonghai.blogspot.com/2006/03/rational-prices.html

Value Investing Is My Life. Value investing is easy it is sick. Everyday, I read to expand my circle of competence. That's all.". When I read , I know. When I study, I remember. When I do, I understand. When I went to Buffett's meetings, I self-actualized.". My risk management control is to reject investment ideas.". Thursday, March 30, 2006. My job is like that of a diamond appraiser. Instead of appraising diamonds, I appraise businesses. What is a rational price? Posted by Mike Onghai, CFA @ 7:54 AM.

2

Value Investing Is My Life: RISK - the four letter word

http://mikeonghai.blogspot.com/2005/12/risk-four-letter-word.html

Value Investing Is My Life. Value investing is easy it is sick. Everyday, I read to expand my circle of competence. That's all.". When I read , I know. When I study, I remember. When I do, I understand. When I went to Buffett's meetings, I self-actualized.". My risk management control is to reject investment ideas.". Wednesday, December 21, 2005. RISK - the four letter word. Posted by Mike Onghai, CFA @ 9:45 AM. Mike Onghai, CFA. View my complete profile. When did you become a Value Investor? Getting Inn...

3

Value Investing Is My Life: August 2005

http://mikeonghai.blogspot.com/2005_08_01_archive.html

Value Investing Is My Life. Value investing is easy it is sick. Everyday, I read to expand my circle of competence. That's all.". When I read , I know. When I study, I remember. When I do, I understand. When I went to Buffett's meetings, I self-actualized.". My risk management control is to reject investment ideas.". Thursday, August 11, 2005. The best way to build an investment partnership. Posted by Mike Onghai, CFA @ 7:27 PM. Getting Innoculated through Berkshire's Annual Meeting. Mohnish Pabrai state...

4

Value Investing Is My Life: I love my non-job or I love what I don't do

http://mikeonghai.blogspot.com/2005/12/i-love-my-non-job-or-i-love-what-i.html

Value Investing Is My Life. Value investing is easy it is sick. Everyday, I read to expand my circle of competence. That's all.". When I read , I know. When I study, I remember. When I do, I understand. When I went to Buffett's meetings, I self-actualized.". My risk management control is to reject investment ideas.". Friday, December 23, 2005. I love my non-job or I love what I don't do. Posted by Mike Onghai, CFA @ 9:30 AM. Thanks very much. - Mark. Http:/ www.juicyfruiter.blogspot.com. Mike Onghai, CFA.

5

Value Investing Is My Life: A rare interview of James Simons of Renaissance Technologies found ...

http://mikeonghai.blogspot.com/2005/12/rare-interview-of-james-simons-of.html

Value Investing Is My Life. Value investing is easy it is sick. Everyday, I read to expand my circle of competence. That's all.". When I read , I know. When I study, I remember. When I do, I understand. When I went to Buffett's meetings, I self-actualized.". My risk management control is to reject investment ideas.". Sunday, December 11, 2005. A rare interview of James Simons of Renaissance Technologies found . Institutional Investor, Nov 2000 v34 i11 p38. The Secret World of Jim Simons. Chances are you ...

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November | 2012 | Rajiv Soni

https://rajivsoni.wordpress.com/2012/11

Monthly Archives: November 2012. November 19, 2012 · 4:56 pm. Against The Gods The Remarkable Story Of Risk By Peter L. Bernstein. By Peter Bernstein is a wonderful, historical account of mankind’s intellectual understanding of risk. The book follows the intellectual development of risk management and how people throughout the centuries have changed their views of what constitutes risk and how investment risk can be mitigated. While their craft is tossed about by the storm. Of course, people of ancient t...

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October | 2015 | Rajiv Soni

https://rajivsoni.wordpress.com/2015/10

Monthly Archives: October 2015. October 8, 2015 · 4:04 am. Deccan Cements is one of the smaller cement companies in the south. What impressed me most about the company is the financially disciplined conservative management and the. Lets begin with the most basic facts. Started in 1979 by a technocrat MB Raju. The plant started productionin 1982 current capacity is 2.3 million tonne per annum. One of the main inputs in the production of cement is limestone. Deccan’s own captive limestone mine. Long term d...

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January | 2017 | Rajiv Soni

https://rajivsoni.wordpress.com/2017/01

Monthly Archives: January 2017. January 3, 2017 · 9:43 am. This article contains 107 Warren Buffett quotes to teach you to build wealth and become a better investor. Warren Buffett is arguably the greatest investor of all time. He has amassed a net worth of over $60 billion from his investing skill. I have grown as an investor from reading and writing this article. Warren Buffett’s words of wisdom crystalize decades of investment knowledge from the best in the business. 2) competent and honest management;.

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Mental Models | Rajiv Soni

https://rajivsoni.wordpress.com/2016/12/17/mental-models-2

Bad Numbers →. December 17, 2016 · 6:38 pm. The Mental Model of Incentives. Charlie Munger wrote in Poor Charlie’s Almanack:. Perhaps the most important rule in management is to get the incentives right. Charlie argues that people respond most strongly to what they view as their incentive or disincentive. In business, there is almost always someone else involved in whatever you are trying to do. Munger recommends that you always reflect on:. What is someone getting out of this. Mr X Mr. X (Munger lea...

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Warren Buffett Quotes | Rajiv Soni

https://rajivsoni.wordpress.com/2017/01/03/warren-buffett-quotes

January 3, 2017 · 9:43 am. This article contains 107 Warren Buffett quotes to teach you to build wealth and become a better investor. Warren Buffett is arguably the greatest investor of all time. He has amassed a net worth of over $60 billion from his investing skill. I have grown as an investor from reading and writing this article. Warren Buffett’s words of wisdom crystalize decades of investment knowledge from the best in the business. 1) favorable long-term economic characteristics;. I never attempt ...

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100 to 1 | Rajiv Soni

https://rajivsoni.wordpress.com/2016/09/15/100-to-1

A Dozen Things I’ve Learned from Dr. Michael Burry about Investing. September 15, 2016 · 9:20 am. Those of us who ask little of life, get little. Those who ask much, get much, but those who ask for too much get nothing. If you don’t buy what has to be sold, you never really need to sell anything. The top 4 criteria. It must be small. ( Sheer size mitigates growth ). It must have a strong, progressive, research minded management. Look for stocks that professional managers like, but are not sure of. To mak...

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Rajiv Soni | my thoughts | Page 2

https://rajivsoni.wordpress.com/page/2

Newer posts →. June 13, 2016 · 5:00 am. Bill Gates: 5 Books To Read This Summer. Here in Seattle, summer is a gift you earn by gutting out nine months of rain and gloom. The skies are clear, there’s hardly any humidity, and the nights are cool. Best of all, you sometimes get the chance to sit outside reading. I hope you find at least one book here that inspires you to go off the beaten path when you get some time to yourself this summer. The five books are. Sapiens: A Brief History of Humankind. But the ...

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June | 2014 | Rajiv Soni

https://rajivsoni.wordpress.com/2014/06

Monthly Archives: June 2014. June 20, 2014 · 3:21 pm. Management:Very important criterion-the people whom you are dealing with? Imagine how many years it will take for anyone new to come up with such gigantic stuffs. The great new Indian consumer society consuming like never before, who is going to fill the shelves? Consistency:Over the last 5 years from FY2009 to FY2013, which was very difficult period for the world trade after the 2008 meltdown,the CAGR of TCI in:-. BV = 10% (rs.40 to rs.60). Story:Muz...

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December | 2016 | Rajiv Soni

https://rajivsoni.wordpress.com/2016/12

Monthly Archives: December 2016. December 17, 2016 · 6:38 pm. The Mental Model of Incentives. Charlie Munger wrote in Poor Charlie’s Almanack:. Perhaps the most important rule in management is to get the incentives right. Charlie argues that people respond most strongly to what they view as their incentive or disincentive. In business, there is almost always someone else involved in whatever you are trying to do. Munger recommends that you always reflect on:. What is someone getting out of this. Mr X Mr&...

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Value Investing Is My Life

Value Investing Is My Life. Value investing is easy it is sick. Everyday, I read to expand my circle of competence. That's all.". When I read , I know. When I study, I remember. When I do, I understand. When I went to Buffett's meetings, I self-actualized.". My risk management control is to reject investment ideas.". Monday, May 21, 2007. Timothy Collins, Tim Collins. I am currently reading the book "Saving the Sun" about the. Story of the revival of Shinshei Bank. Part Two of the book. Classy guy, good ...

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