In my attempt to learn in-depth the working style of prominent investors, I explored Ralph Wanger in my first such post. His book was amazing and gave a lot of insights. This is my attempt to explore another great investor: Julian Robertson ( popularly called the ‘Tiger’). I recently read a lot about him, including …
Eye of the tiger (and the cubs) : Investing – Julian Robertson way !!! Read More »
To remove all doubts, let me first come out and say this clearly: Yes, I am a ‘Value’ Investor. No, I don’t invest only in low PE, low PB stocks and Growth is an essential component of ‘Value’ for me and most importantly, I absolutely cherish Warren Buffett Letters (and many other Investor letters which I intend to …
Recently I finished reading a lot of available stuff on Ralph Wanger including his book, A Zebra in Lion Country. Ralph is popular not only for his success in investing, but also for his wit and metaphors. If there are any doubts, this is how he describes Portfolio Managers: “Zebras have the same problems as institutional …
It has been quite a while. In these 2 long years, I went from working for a fund to start my own advisory firm along with an excellent investor and most of the time has been spent understanding businesses and reading annual reports. Few years back, I thought of starting a series of articles called …
