Author: MastersInvest

If we were asked to come up with 5 or 10 names of the world’s greatest stock market investors, most of us could do it easily and many

As I mentioned in my last post, Chris Bloomstran’s latest letter is a very worthwhile read. Not only does it cover his views of the market’s new breed

In my post on Leonardo DaVinci, I spoke about the man’s defining success characteristic – curiousity. Despite his multi-disciplinary genius and innovative mindset, his natural curiousity set him

I always enjoy reading the letters of investment managers with long term records of success; whether it’s a new investment idea or perhaps a new ways of thinking

If you’ve been reading some of my recent posts, you will have noted my, and the Investment Masters belief, that many of the investment theories taught in most

Warren Buffett’s annual Berkshire Hathaway letter was released after the market closed on Friday. Like a lot of things Buffett, this is unconventional. Buffett wants to ensure analysts

Over the last 20 years or so I’ve studied the world’s greatest investors and I’ve tried to unpick the characteristics that have made them successful. While business schools

Many inferences have been drawn over time between the Market and Business. This is nothing new to any of us and we have seen it often. The analogies

No doubt you will have noticed that in the last week or so we’ve experienced a significant spike in market volatility. There’s a common saying that markets go

We’ve spent some time in recent posts going over many of the similarities that exist between the methodology and practices of the great Investors. Most of these people

In the history of mankind, no single nation has developed, grown and innovated like the United States of America. No other country on Earth can boast what they

‘Munger’ by James Cochran Creative challenges are something we all face from an early age. Whether its learning to colour-in between the lines, or discovering that art work

And that’s Da Vinci, not DiCaprio, although I’m sure many believe the latter to be a master of his craft as well. Leonardo Da Vinci has long been

It doesn’t really seem to matter how many successful businesses I come across; I’m constantly amazed at the synergies that exist in all of them. By now you’ll

David Einhorn, the President of Greenlight Capital, has one of the best long term investment track records on the street. From inception in May 1996 to the end of 2016, Greenlight

Have you ever stopped to consider the difference between science and art? How some things fall rather naturally into one or other of the categories, (like the ‘science of engineering’ or the ‘art

Middlemen have historically been essential to success for most supply chains. Traditionally, manufacturers have relied on these businesses to assist in distribution, to develop their markets (or to leverage

Have you ever noticed how the great minds of human history are best known for one particular idea, despite having many others to their credit? They’re often acknowledged

This article was originally published on MastersInvest.com. If you’ve been reading my recent posts, particularly those about Nucor, Pixar and Starbucks, you may be getting the feeling by now that we seem to be

This article was originally published on MastersInvest.com. Steelmaking is a tough, capital-intensive business in an industry characterised by booms and busts. Barriers to entry are low, foreign competition can

This article was originally published on MastersInvest.com. The markets are complex systems; they can turn on a dime. While things might be travelling along nicely, it doesn’t take much for sentiment

This article was originally published on MastersInvest.com. What’s the one commodity that we all want to have, but desperately hope we never have to use? That one product that

This article was originally published on MastersInvest.com. The Investment Management industry is fixated on short term performance.  Oaktree’s Howard Marks has said “short term performance is an imposter – “The investment

This article was originally published on MastersInvest.com. Do you remember the first investment you ever made? How nervous you were? Worrying about whether the stock would grow or tank?

This article was originally published on MastersInvest.com. The typical equities investment mandate and most mutual funds are required to be fully invested in stocks. The mindset being that the