The Warren Buffett Way

The Warren Buffett Way by Robert Hagstrom (second edition)

The book is interesting. The theme is broadly on how Buffett came to think the way he does. How does he look at investment in business, and how he built his expertise. It also gives a glimpse on how four people have influenced Buffett’s investment style: Benjamin Graham, Philip Fisher, John Burr and Charlie Munger.

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INFLUENCE 

Given below is the synthesis of what Hangstrom had to say about these four personalities.

Portfolio update- Year 1

Yay!!! It's been a year since the dummy portfolio started. (view here)

I was supposed to check the portfolio at the end of 11th month, although didn't do so. Sensex is up nearly 40% over 1 year period, hence, there was no point in looking at the stocks after 11 months. Now that its been over a year, bringing the portfolio in order is necessary.

So the results are as following.

Why should Greece affair be closely monitored

PLEASE NOTE: This is merely my personal opinion.

I came across this interesting article where Mohamed A. El-Erian (erstwhile CEO and co-CIO of PIMCO) says that American's should take note of Greece in the following article -- Click to read.

For over a month now, I have been interacting with various market experts and the general opinion I see is everyone believes that Greece is no threat. Because it doesn't have options. If Greece tries to go back to drachma, then there will be no takers and the country will fall into an abyss of depression.

Jack Lin of Pioneer Investments, shares his views!

Jack Lin, Head of Asia Pacific, Middle East and Africa, Pioneer Investment, has been visiting India for 25 years and for the first time he is witnessing such high enthusiasm among Indians.

Lin shares about his views various facets of investments and India with Shoaib Zaman. 

Outlook 2015

The Indian stock market showed a stellar performance in 2014 as it turned out to be among the world’s best-performing market with the benchmark BSE Sensex rising 29% from 21140 points on January 1 to 27,350 points on December 12. There are expectations that the string run would continue with the government poised for new reforms, strong liquidity flows into India, backed by a revival in manufacturing and likely improvement of macro-economic situation.