Jeremy Grantham: This Is The Most Vulnerable Market There Has Ever Been!

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During his recent interview with The Investor’s Podcast, Jeremy Grantham discusses the dangers of market bubbles, highlighting Japan’s 1989 bubble where the market traded at 65 times earnings, far beyond its historical norm. He emphasizes that high price-to-earnings (P/E) ratios often predict severe downturns rather than prosperity, citing Japan’s lost … Read More

Dan Loeb – Top 10 Holdings – Latest 13F

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Terry Smith: The Marathon Approach to Investing

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In his book – Investing for Growth, Terry Smith says investing is like a marathon, requiring long-term commitment rather than short-term strategies. He compares investing to using 400-meter sprinters instead of a steady marathon runner. Constantly changing fund managers or stocks is risky, akin to frequently passing a baton, which … Read More

Jim Rogers: Organic Investing: Intuition Over Analysis

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In the book – Inside The House of Money, Jim Rogers reflects on his personal investment philosophy, emphasizing a flexible and intuitive approach rather than a rigid or analytical one. He describes his portfolio as “organic,” evolving with new opportunities, whether planned or spontaneous. Rogers doesn’t focus on detailed metrics, … Read More