Mark Mobius, of Franklin Templeton, keynote speaker at the 9th Asia-Pacific Investment C0nference, October 2009 in Manila.
Archive for the ‘Investment GIANTS’ Category
Mobius on Emerging Markets
In EMERGING Markets, INTELLIGENT Investor, Investment GIANTS on January 1, 2010 at 9:31 PMHedge fund manager Michael Steinhardt Interview
In INTELLIGENT Investor, Investment GIANTS on December 31, 2009 at 12:57 PM
more about “Hedge fund manager Michael Steinhardt…“, posted with vodpod
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E. M. Murray. Customized Portfolios. Professional Management. Fixed Downside Risk.
Interview with Hedge Fund Giant Julian Robertson, Part 2
In INTELLIGENT Investor, Investment GIANTS on December 31, 2009 at 12:53 PM
more about "Interview with Hedge Fund Giant Julia…", posted with vodpod
Interview with Hedge Fund Giant Julian Robertson, Part 1
In INTELLIGENT Investor, Investment GIANTS on December 31, 2009 at 12:53 PM
more about “Interview with Hedge Fund Giant Julia…“, posted with vodpod
See Interview with Hedge Fund Giant Julian Robertson, Part Two
E. M. Murray. Customized Portfolios. Professional Management. Fixed Downside Risk.
Warren Buffett on Charlie Rose
In Investment GIANTS on November 1, 2009 at 5:20 PMSir John Templeton and Peter Lynch
In Investment GIANTS on October 20, 2009 at 10:19 PM
Back when mutual fund management was still an honorable gig. Sir John Templeton was the first mutual fund manager to begin actively investing in Emerging Markets (Mark Mobius is his right hand man in this regard). Peter Lynch of Fidelity Magellan was the top performing mutual fund manager of the 20th century. Read the rest of this entry »
An interview with Sir John Templeton
In Investment GIANTS on October 20, 2009 at 5:40 PM
The pioneer of global investing and founder of the first Emerging Markets investment fund.
George Soros on The New Paradigm for Financial Markets | MIT World
In Investment GIANTS on October 14, 2009 at 9:41 PM
more about “George Soros on The New Paradigm for …“, posted with vodpod
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About the Lecture
George Soros extends his “theory of reflexivity” from abstraction to application in the realm of investing. His book, The New Paradigm for Financial Markets, offers a timely look at the credit crisis that reached crescendo in 2008. His views fall between prescience and vindication. Nevertheless, he concedes fallibility: “With all my great, deep understanding, I don’t always get the markets right.” Read the rest of this entry »
George Soros on the “CREDIT-CRISIS 2008″
In Investment GIANTS on August 22, 2009 at 9:14 PMEd Seykota: The Whipsaw Song
In Investment GIANTS on August 20, 2009 at 5:29 PM
According to Jack Schwager and Michael Covel of Trendfollowing. com, Seykota may be pound for pound the best trader of the 20th century.
John Bogle on Bill Moyers
In Investment GIANTS on August 19, 2009 at 5:45 PM
more about "John Bogle on Bill Moyers", posted with vodpod
John Bogle: The Free Market’s Moral Crisis
In Investment GIANTS on August 15, 2009 at 4:05 PM
John Bogle founder Vanguard
Seth Klarman: Psychology of Leadership
In Investment GIANTS on August 10, 2009 at 9:18 PM
E. M. M.
E. M. Murray. Managed Equities. Fixed Downside Risk.
Robert Merton: Observations on the Science of Finance in the Practice of Finance | MIT World
In Investment GIANTS on August 1, 2009 at 10:04 PMThere’s much to learn from Nobel Laureate Robert Merton, both what to do and what not to do.
Hailed as the Newton of Modern Finance, in academic circles he’s perhaps most famous for the Black-Scholes-Merton options pricing formula, for which he shared the 1998 Nobel Prize for Economics.
In 1998 Merton was partly to blame for the collapse of Long Term Capital Management–a hedge fund which failed spectacularly by losing $4.6 billion in less than four months. In January 2009, his financial advisory firm Trinsum Group, filed for bankruptcy.
Seth Klarman Speaks at the Benjamin Graham Centre for Value Investing
In Investment GIANTS on August 1, 2009 at 9:45 PM
Seth Klarman, Baupost Group
The Benjamin Graham Centre for Value Investing
Seth A. Klarman, MBA, The Baupost Group
March 17, 2009 – Videoconference
Seth Klarman at the Benjamin Graham Center for Value Investing
Mr. Klarman is President of The Baupost Group, L.L.C. Founded in 1982, Baupost discretionarily manages $15 billion for a number of institutional and wealthy individual investors. Baupost uses a value discipline with an event-driven bias to find global opportunities in such diverse areas as publicly-traded and private equities, bankrupt and financially-distressed debt, and real estate.
Note: The quality of this video is, well, abysmal. Nevertheless, it is one of the most profound I’ve come across in the last 10 years. This video is provided for your information and enjoyment. Although I admire Klarman’s investment philosophy greatly, I would not categorize myself as a Value Investor per se.
E. M. M.
E. M. Murray. Managed Equities. Fixed Downside Risk.
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