Bull, Bear and Value

My musings about value investing and my stock portfolio.

Thursday, June 4, 2015

More Reading Material

Prof Damodaran on GM. This was a real eye opener for me.

Great article on Michael Burry's investment outlook back in 2001

Very informative article about share buybacks and the S&P 500 index.

One international fund's view of investing in Russia.

Hong Kong market undervalued.

A great talk by Thomas Barrack of Colony Capital back in 2009 . I find it great for a sense of perspective.

A humorous article confirming what most of us already know. Gurus cannot accuractly predict markets.

Great insight by Paul Mcculley, former guru at PIMCO.
Posted by bovinebear at 9:28 AM
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