In my research and investing I stress
three things: people, structure, and value. I look for companies that are
controlled and managed by quality people, have corporate structures that align
minority and majority shareholder interests and trade at valuations that are
below fair value if not outright cheap.
More information about many of the topics discussed in the podcast can be found in previous posts:
Instead of writing something original as
I usually do, this post is a link to an interview I did with Andrew Stotz for
his very informative My Worst Investment Ever podcast. It can be accessed here: My Worst Investment Ever: Episode 39 - How Currencies Can Crush Returns in Good Stocks
In it I discuss how my overconfidence, after successfully
investing in Greece and other places, led to me to lose money in Ukraine
because I was not patient enough.
More information about many of the topics discussed in the podcast can be found in previous posts:
- Greek Trip Report
- Getting It Wrong In Ukraine
- Egypt Trip Report
- Good Returns Since the Asian Financial Crisis
- Ukraine Trip Report - Part 1
- Ukraine Trip Report - Part 2
Andrew kindly created the following artwork. Many thanks to him and his team for doing such a professional job.
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