One day in 1996, a Wall Street trader named Nassim Nicholas Taleb went to see Victor Niederhoffer. Victor Niederhoffer was one of the most successful money managers in the country. He lived and worked …
A Quarter Century of Emerging-Markets Investing (Mark Mobius)
At one time or another, every country could have been classified as “emerging.” Back in the 1800s, the Western part of the United States was called the “new frontier.” Investors purchasing farmland …
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What is the “Warren Buffett of Europe” Up To? (CFA Institute)
Every first quarter of the year, the Spanish firm Bestinver Asset Management holds its annual meeting with investors. This year, the meeting had to be postponed until 16 April (from 4 March) because …
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Born Bulls and Dot-Com 2.0 (Seth Klarman)
In the face of mixed economic data and at a critical inflection point in Federal Reserve policy, the stock market, heading into 2014, resembles a Rorschach test. What investors see in the inkblots …
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16 Rules for Investment Success (Sir John Templeton)
I can sum up my message by reminding you of Will Rogers’ famous advice: “Don’t gamble,” he said.“Buy some good stock. Hold it till it goes up…and then sell it. If it doesn’t go up, don’t buy it!” …
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Getting Comfortable With Volatility (Mark Mobius)
Over the past few weeks, we've seen significant volatility in the markets, which has spooked some investors, but is also something we have become accustomed to. Markets generally (not only emerging …
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