Hidden Monopolies
@HiddenMonopoly
Author of Hidden Monopolies | Equity PM 30 yrs experience | Fmr Head of Equities | Knowledge is the Compound Interest of Curiosity | Life Long Learning
FINALLY ! HIDDEN MONOPOLIES is now AVAILABLE ! Benefit from a reduced price for a limited time and order NOW. (link in the comment below)
Holiday reading Another great read from Christensen (Many know his book Disruptive Innovation, but this book is at least as good)
Customer Loyalty is the ultimate proof of business quality
The book that changed my investment process In his book Expectations Investing, Michael Mauboussin tells us to look at the market-implied forecasts and then evaluate whether there are opportunities. It prevents you from making specific forecasts, saving you valuable time.
Adopting a longer investment horizon significantly lowers the risk of negative returns.
“You’ll go much further if you stop trying to look and act and think like everyone else.” This is a great quote - and also highly relevant to investors. How unique is the way you analyze companies? What is your edge ?
Just finished reading this fascinating little book. J. Paul Getty wrote a series of 19 essays for Playboy magazine back in the 1960s. His goal was to transfer what he learned in his 50 year career to younger businessmen. His main advice is: 1. You’re too focused on…
"When everybody think alike, Everyone is likely to be wrong." This book by Humphrey B. Neill is a favorite of mine for many years. It helps investors think independently without being influenced by market forces.
Every investor should understand this. How companies manipulate earnings by (de)classifying assets and liabilities as held for sale.
