Parsad Posted September 17, 2012 Share Posted September 17, 2012 Our own NormR is going to be sharing some stories on value investors over the next little while for the Globe & Mail. Here is the introductory article. Cheers! http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/value-investing/stinginess-works-why-im-a-value-investor/article4548173/ Link to comment Share on other sites More sharing options...
berkshiremystery Posted September 17, 2012 Share Posted September 17, 2012 Our own NormR is going to be sharing some stories on value investors over the next little while for the Globe & Mail. Here is the introductory article. Cheers! http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/value-investing/stinginess-works-why-im-a-value-investor/article4548173/ NormR's portfolio let me grin,... good choices, not only FFH, BAC, AIG, BRK,... but also specially GM & DELL... well, and of course LUK. Only some minor drawback is that he seems to use some 10/10 portfolio structure and is not weighting his bets more uneven, which would make more sense in my eyes. I myself would weight the most discounted companies extremly higher, but it seems Norm tries to comfort most G&M readers, since the most aren't probably used to portfolio volatility. http://www.theglobeandmail.com/globe-investor/investment-ideas/strategy-lab/norman-rotherys-model-value-portfolio/article4547895/ Link to comment Share on other sites More sharing options...
NormR Posted September 17, 2012 Share Posted September 17, 2012 Thanks for the link Sanjeev! I'll be trying to spread value investing love far and wide. 8) So, let me know about any value investors / ideas that deserve to get a little more attention. ;D Link to comment Share on other sites More sharing options...
Liberty Posted September 17, 2012 Share Posted September 17, 2012 Congrats NormR, that's great! Link to comment Share on other sites More sharing options...
Parsad Posted September 17, 2012 Author Share Posted September 17, 2012 Thanks for the link Sanjeev! I'll be trying to spread value investing love far and wide. 8) So, let me know about any value investors / ideas that deserve to get a little more attention. ;D If you are dealing with Canadians primarily...start with Prem! Cheers! Link to comment Share on other sites More sharing options...
berkshiremystery Posted September 17, 2012 Share Posted September 17, 2012 Thanks for the link Sanjeev! I'll be trying to spread value investing love far and wide. 8) So, let me know about any value investors / ideas that deserve to get a little more attention. ;D Maybe you can try to get a flash-mop of 1,000 financial hippies to next year shareholder dinner at the Fairmont Royal York,... smashing the room, while Buffett and Bon Jovi perform on stage. ;D Sanjeev would probably run wild through the room, wondering what has happened? Link to comment Share on other sites More sharing options...
NormR Posted September 17, 2012 Share Posted September 17, 2012 NormR's portfolio let me grin,... good choices, not only FFH, BAC, AIG, BRK,... but also specially GM & DELL... well, and of course LUK. Only some minor drawback is that he seems to use some 10/10 portfolio structure and is not weighting his bets more uneven, which would make more sense in my eyes. I myself would weight the most discounted companies extremly higher, but it seems Norm tries to comfort most G&M readers, since the most aren't probably used to portfolio volatility. I have to give a good deal of credit to this fine forum for many of the ideas. I also pillaged the portfolio of several notable value investors such as Mohnish Pabrai for a few stocks. Many thanks! More generally, I want to incorporate a little more copying into my process and the new column/blog should help me set aside some dedicated time to do so. As to portfolio construction, I deliberately stuck to larger and more liquid names. While I tend to follow a bunch of less liquid and smaller stuff myself, it's hard to suggest to a non-specialist audience. I also gave some thought to non-equal weighting but I didn't want to effectively narrow an already rather focused portfolio. Again, the non-specialist audience should lean to more diversified portfolios. (It's also why a few, let's call them, investment conglomerates were included.) So, in some ways a few compromises were made but I think it should be an interesting little portfolio nonetheless. Link to comment Share on other sites More sharing options...
NormR Posted September 17, 2012 Share Posted September 17, 2012 Maybe you can try to get a flash-mop of 1,000 financial hippies to next year shareholder dinner at the Fairmont Royal York,... smashing the room, while Buffett and Bon Jovi perform on stage. ;D LOL. Why do I get visions of The Sorcerer's Apprentice (http://www.youtube.com/watch?v=jSTWy25hRiI). ;D (I'm even worse when it comes to typos!) As it is, the dinner is getting pretty huge which is a testament to Sanjeev's hard work and dedication. I'm looking forward to the next meeting! Link to comment Share on other sites More sharing options...
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