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Author: Money Is Boring

How Carl Icahn, Ray Dalio and Seth Klarman Beat The Market

How Carl Icahn, Ray Dalio and Seth Klarman Beat The Market

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One of the great things about investing is there is no right or wrong way to make money, just ask Ray Dalio, founder of the world’s largest hedge fund, Bridgewater. Just because one investor has made money using a particular strategy does not mean it will work for someone else. Simultaneously, just because an investor has lost money using a specific strategy does not mean every other investor will lose money following this path. The way to achieve a successful…

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5 Things I Learned As An Investor In 2020

5 Things I Learned As An Investor In 2020

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Last year was a challenging one for investors all over the world. As the pandemic spread around the globe in February and March, shockwaves rippled through global financial markets.  Central banks acted quickly to flood the financial system with liquidity avoiding a full-blown economic crisis. This deluge of money went on to spark one of the most aggressive market recoveries of all time.  Markets went from being utterly distressed to euphoric in just a few months.  Now, one year on…

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Mohnish Pabrai: The Greatest Lesson Of 2020

Mohnish Pabrai: The Greatest Lesson Of 2020

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At the end of January, value investor Mohnish Pabrai held a virtual Q&A session with Clemson University students. In the 45-minute session, the investor discussed what he called the “second-highest period of learning and growth” he’s experienced as an investor. Last year was a period of learning for Pabrai, and he’s attributed the bulk of this learning to his “good friend” Nick Sleep. Sleep ran an investment partnership I’ve covered before on this blog: The Nomad Investment Partnership. The partnership…

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5 Takeaways From Warren Buffett’s Annual Letter

5 Takeaways From Warren Buffett’s Annual Letter

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Warren Buffett published his annual letter to investors over the weekend. The publication of this letter has become a significant event in the investment calendar.  In the annual correspondence, the CEO of Berkshire Hathaway usually provides his thoughts on the current state of the market and offers advice for readers on the topic of investing.  Here are my top five takeaways from the annual letter.  The power of share repurchases In 2018, Berkshire Hathaway changed its share repurchase policy. Previously,…

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The Secret of the Warren Buffett Stock Portfolio

The Secret of the Warren Buffett Stock Portfolio

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There is one major secret of the Warren Buffett stock portfolio. Other investors often overlook this factor, but it has probably been the most critical contributor to the investor’s success over the past few decades. When combined with his stock-picking skill, this factor has helped the billionaire investor achieve the outstanding return he has today. The Warren Buffett stock secret Over the past few decades, thousands of individuals have tried to crack Buffett’s secret. They have been looking for a…

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Free Ebook: The Most Important Lessons of 5 Great Investors

Free Ebook: The Most Important Lessons of 5 Great Investors

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Discover the most important lessons of Warren Buffett, Charlie Munger, Seth Klarman, Ray Dalio and Henry Singleton. The lessons have formed the foundations of these investors’ careers, helping them beat the market and earn huge fortunes. The free ebook and the Simple Guide to Boring Money ebook are available to all email subscribers. Signup today to get immediate access. Subscribe * indicates required Email Address * First Name Last Name Marketing Permissions Money Is Boring will use the information you…

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What Makes A Good Business: The Robustness Ratio

What Makes A Good Business: The Robustness Ratio

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In my last article, I looked at one of the qualities that makes a good business, pricing power. This isn’t the only factor investors need to consider when analysing a company’s quality. Many companies have pricing power, but that does not guarantee success. As well as pricing power, a business must also produce something customers want and provide value for consumers. There’s no point in having pricing power if you can’t bring customers in the door. Two strategies There are…

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What Makes A Good Business?

What Makes A Good Business?

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Warren Buffett’s has built a multi-billion dollar fortune by following a simple investment mantra. He only buys good companies at attractive prices. This approach seems simple at first, but defining what constitutes a good company isn’t easy. Luckily, the Oracle of Omaha has spoken about this subject at length in the past. In 1991, he explained that one of the simplest tests one could use to a establish the strength of a business, was to ask “how long does the…

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The Best Fund Managers You’ve Never Heard Of

The Best Fund Managers You’ve Never Heard Of

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Every investor is aware of the industry’s greats, names such as Warren Buffett, Ray Dalio, Seth Klarman, and Carl Icahn. Most may even be aware of other highly successful fund managers such as Chase Coleman, Glenn Greenberg, and Lee Ainslie. But there are a whole range of overlooked fund managers out there who’ve been able to achieve similar if not better returns than their billionaire peers. One of these fund managers is Norbert Lou. If you’ve not heard of Lou…

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10 Traits of Successful Investors

10 Traits of Successful Investors

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Michael Mauboussin is widely thought of as one of Wall Street’s top analysts. He specialises in fundamental investing and the methods investors can use to improve and streamline their processes such as decision making, valuation and portfolio positioning.  In 2016, after 30 years on Wall Street, Mauboussin published a document outlining the 10 most prominent traits he had observed all successful fundamental investors as having.  The full document can be reviewed at this link, and below I’ve compiled the summary of…

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