betahedge

Posts Tagged ‘Warren Buffett’

Perception Is Reality

In Articles on August 20, 2011 at 2:38 am

Doug Kass recently opined in his piece that Buffett Seems Bothered citing “But, by his generally optimistic standards, he appears to be getting somewhat more nervous. Buffett’s phrase — “that feeling can create its own reality” — which, upon reflection, seems to jump off the New York Times editorial page. It seems Buffett, too, is cautioning with regard to the risks associated with an acceleration in the negative feedback loop that I cited in Monday morning’s “Thrown for a Loop.”

Read more here Perception Is Reality

Buffett Feasts off Mr. Market’s buffet

In Articles on August 17, 2011 at 4:04 pm

The market seems jittery. As I have noted in my previous piece on Bank of America (BAC), the caveat is the obvious gloomy macroeconomic backdrop we are witnessing now. Buffet on the other hand seems to be on a buying spree, particularly on August 8’s precipitous decline, where he upped his stake in Wells Fargo & Co. (WFC). The legendary investor opined, “Banks, facing tighter regulation, can still be plenty profitable.”

Read more here Buffett Feasts off Mr. Market’s buffet

Does poker help to improve one’s investing skills?

In Articles on August 12, 2011 at 4:35 pm

Warning: This article may not be suitable for value investors, nevertheless no harm in keeping an open mind.

I believe in addition to this absolute passion for investing, playing poker does in fact help to improve one’s investing skills. Successful investing is a complex blend between valuation skills and ability to read the market sentiment. Thus, to be successful in poker, the same set of skills in reading people’s behavior (sentiment) applies. See, Notable Hedge Fund Managers Started Investing When They Were in Their Teens for more

Read more here
Does poker help to improve one’s investing skills?

Dichotomy Between Roubini and Buffet

In Articles on August 8, 2011 at 4:19 pm

The media seems to take delight in selling all this fear to the public. Take for instance this article aptly titled, Soft Patch Delusion Is Dashed: Roubini where Influential economist Nouriel Roubini has warned hopes that the recent slowdown was temporary have been dashed and predicted the U.S. and other advanced economies will have a second “severe recession.”

Read more here Dichotomy Between Roubini and Buffet

Permanent vs transient capital

In Articles on August 3, 2011 at 5:43 pm

Investing is a tough business. Hedge funds do not have permanent capital, which is why listed investment vehicle may prove to be an attractive alternative for hedge funds.

Read more here Permanent vs transient capital

Notable Hedge Fund Managers Started Investing When They Were in Their Teens

In Articles on July 19, 2011 at 3:27 pm

The ability to produce amazing alpha with favorable risk/reward ratio is a testament of the manager’s skill in running a hedge fund. To be consistently good at churning out positive return year after year is a challenge as a single huge loss in one year means higher return next is needed to bring the performance back to the targeted Compound Annual Growth Rate (CAGR). What then is the key determinant of the manager’s skill?

Read more here Notable Hedge Fund Managers Started Investing When They Were in Their Teens